KKR Increases Potential Stake in Henry Schein via $74M Total Return Swap

summarizeSummary

KKR has increased its potential beneficial ownership in Henry Schein through a new total return swap for 918,723 shares, bringing its total potential stake to 16.4%.

check_boxKey Events

• KKR Enters New Total Return Swap

  KKR Hawaii Aggregator L.P. entered into a total return swap with Nomura on February 26, 2026, for 918,723 notional shares at a price of $80.55 per share, totaling approximately $74 million.

• Increased Beneficial Ownership

  This swap increases KKR's aggregate beneficial ownership to 18,853,071 shares, representing approximately 16.4% of Henry Schein's outstanding common stock.

• Follows Prior Disclosure

  This transaction provides specific details following the company's 10-K filing on February 24, 2026, which noted an increased beneficial ownership limit for KKR.

auto_awesomeAnalysis

This Schedule 13D/A details KKR's latest move to increase its potential ownership in Henry Schein. The firm entered into a total return swap for 918,723 notional shares, valued at approximately $74 million, indicating continued strategic interest and confidence in the company. This transaction provides specific details following the company's recent 10-K filing which noted an increased beneficial ownership limit for KKR.