Portfolio (Quarterly) Guide ↗

GP Brinson Investments LLC

· CIK 0001860928

13F Portfolio $220M AUM 14 positions Filed Apr 1, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 14 New 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	KREF	KKR REAL ESTATE FIN TR INC	Real Estate	104,706	$861K	0.37%	SOLD

Sector Allocation

Technology 69.7%

Energy 16.3%

Consumer Cyclical 11.6%

Financial Services 2.4%