Atlantic Investment Management’s Kirby Corp KEX Stock Holding History

Atlantic Investment Management’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 Q2	$25.4M	Sell	186,700 -70,300	-27%	-$10.1M	13.22%	3
2026 Q1	$34.2M	Buy	257,000 +34,000	+15%	+$4.31M	19.89%	1
2025 Q4	$24.6M	Buy	+223,000	New	+$22.7M	13.83%	2
2016 Q1	–	Sell	-105,301	Closed	-$5.54M	–	16
2015 Q4	$5.54M	Buy	+105,301	New	+$6.52M	0.57%	16

Other funds holding KEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Atlantic Investment Management's KEX Position: Q2 2026 in Review

Atlantic Investment Management reduced its Kirby Corp (KEX) stake by 27% in Q2 2026, selling an estimated $10.1M and leaving 186,700 shares worth $25.4M. The position accounts for 13.22% of the portfolio, ranked #3.

Atlantic Investment Management first reported a position in KEX in Q4 2015 and has held it in 4 quarters since. The position peaked at $34.2M in Q1 2026. 466 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

Atlantic Investment Management held 186,700 shares of Kirby Corp worth $25.4M as of Q2 2026.
Atlantic Investment Management sold 70,300 Kirby Corp shares in Q2 2026, an estimated $10.1M.
Kirby Corp made up 13.22% of Atlantic Investment Management's portfolio in Q2 2026, its #3 holding.
Atlantic Investment Management first reported a position in Kirby Corp in Q4 2015 and has held it in 4 quarters since.
Atlantic Investment Management's Kirby Corp position peaked at $34.2M in Q1 2026.
466 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Atlantic Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.