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Candelo Capital Management’s Kodiak Gas Services KGS Stock Holding History

Candelo Capital Management’s Portfolio KGS Stock Details KGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.36M Sell
71,378
-56,193
-44% -$3.82M 3.3% 10
2026
Q1 		$7.44M Buy
+127,571
New +$6.19M 6.14% 2

Other funds holding KGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Candelo Capital Management's KGS Position: Q2 2026 in Review

Candelo Capital Management reduced its Kodiak Gas Services (KGS) stake by 44% in Q2 2026, selling an estimated $3.82M and leaving 71,378 shares worth $5.36M. The position accounts for 3.3% of the portfolio, ranked #10.

Candelo Capital Management first reported a position in KGS in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.44M in Q1 2026. 409 funds tracked by Wall St. Rank hold KGS as of Q2 2026.

  • Candelo Capital Management held 71,378 shares of Kodiak Gas Services worth $5.36M as of Q2 2026.
  • Candelo Capital Management sold 56,193 Kodiak Gas Services shares in Q2 2026, an estimated $3.82M.
  • Kodiak Gas Services made up 3.3% of Candelo Capital Management's portfolio in Q2 2026, its #10 holding.
  • Candelo Capital Management first reported a position in Kodiak Gas Services in Q1 2026 and has held it in 2 quarters since.
  • Candelo Capital Management's Kodiak Gas Services position peaked at $7.44M in Q1 2026.
  • 409 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q2 2026.

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