Calamos Advisors’s Kirby Corp KEX Stock Holding History

Calamos Advisors’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
2025 Q1	–	Sell	-7,892	Closed	-$835K	–	948
2024 Q4	$835K	Buy	+7,892	New	+$951K	﹤0.01%	688
2023 Q4	–	Sell	-35,164	Closed	-$2.91M	–	952
2023 Q3	$2.91M	Buy	+35,164	New	+$2.84M	0.02%	583
2013 Q3	–	Sell	-439,509	Closed	-$35M	–	614
2013 Q2	$35M	Buy	+439,509	New	+$33.9M	0.23%	119

Other funds holding KEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Calamos Advisors's KEX Position: Q1 2025 in Review

Calamos Advisors sold out of Kirby Corp (KEX) in Q1 2025, closing a stake of 7,892 shares — an estimated $835K sold.

Calamos Advisors first reported a position in KEX in Q2 2013 and held it in 3 quarters. The position peaked at $35M in Q2 2013. 411 funds tracked by Wall St. Rank hold KEX as of Q1 2025.

Calamos Advisors reported no remaining Kirby Corp position as of Q1 2025 after selling out during the quarter.
Calamos Advisors sold 7,892 Kirby Corp shares in Q1 2025, an estimated $835K.
Calamos Advisors first reported a position in Kirby Corp in Q2 2013 and held it in 3 quarters.
Calamos Advisors's Kirby Corp position peaked at $35M in Q2 2013.
411 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2025.

Based on Calamos Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.