12th Street Asset Management Company’s Kirby Corp KEX Stock Holding History

12th Street Asset Management Company’s Portfolio KEX Stock Details KEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$38.7M	Sell	291,138 -6,915	-2%	-$876K	6.33%	3
2025 Q4	$32.8M	Sell	298,053 -143,304	-32%	-$14.6M	5.41%	8
2025 Q3	$36.8M	Sell	441,357 -44,878	-9%	-$4.51M	6.23%	5
2025 Q2	$55.1M	Buy	486,235 +80,086	+20%	+$8.4M	9.48%	1
2025 Q1	$41M	Buy	406,149 +87,646	+28%	+$9.15M	6.99%	2
2024 Q4	$33.7M	Sell	318,503 -827	-0.3%	-$99.7K	5.56%	4
2024 Q3	$39.1M	Buy	319,330 +22,252	+7%	+$2.65M	6.59%	5
2024 Q2	$35.6M	Buy	297,078 +136,559	+85%	+$15.3M	6.49%	4
2024 Q1	$15.3M	Buy	+160,519	New	+$13.5M	2.65%	17
2018 Q4	–	Sell	-26,403	Closed	-$2.17M	–	31
2018 Q3	$2.17M	Sell	26,403 -8,251	-24%	-$692K	0.52%	24
2018 Q2	$2.24M	Buy	+34,654	New	+$3.01M	0.54%	24

Other funds holding KEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

12th Street Asset Management Company's KEX Position: Q1 2026 in Review

12th Street Asset Management Company reduced its Kirby Corp (KEX) stake by 2.3% in Q1 2026, selling an estimated $876K and leaving 291,138 shares worth $38.7M. The position accounts for 6.33% of the portfolio, ranked #3.

12th Street Asset Management Company first reported a position in KEX in Q2 2018 and has held it in 11 quarters since. The position peaked at $55.1M in Q2 2025. 433 funds tracked by Wall St. Rank hold KEX as of Q1 2026.

12th Street Asset Management Company held 291,138 shares of Kirby Corp worth $38.7M as of Q1 2026.
12th Street Asset Management Company sold 6,915 Kirby Corp shares in Q1 2026, an estimated $876K.
Kirby Corp made up 6.33% of 12th Street Asset Management Company's portfolio in Q1 2026, its #3 holding.
12th Street Asset Management Company first reported a position in Kirby Corp in Q2 2018 and has held it in 11 quarters since.
12th Street Asset Management Company's Kirby Corp position peaked at $55.1M in Q2 2025.
433 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2026.

Based on 12th Street Asset Management Company's 13F filing for Q1 2026, filed 12 May 2026.