Castleark Management’s Kirby Corp KEX Stock Holding History

Castleark 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	$806K	Buy	+5,930	New	+$848K	0.02%	248
2022 Q3	–	Sell	-22,450	Closed	-$1.37M	–	307
2022 Q2	$1.37M	Sell	22,450 -28,280	-56%	-$1.84M	0.07%	178
2022 Q1	$3.66M	Buy	+50,730	New	+$3.38M	0.16%	140
2021 Q3	–	Sell	-115,340	Closed	-$6.99M	–	352
2021 Q2	$6.99M	Buy	115,340 +25,400	+28%	+$1.64M	0.23%	114
2021 Q1	$5.42M	Buy	+89,940	New	+$5.4M	0.2%	129
2020 Q1	–	Sell	-40,255	Closed	-$3.6M	–	367
2019 Q4	$3.6M	Buy	+40,255	New	+$3.34M	0.14%	182
2018 Q3	–	Sell	-127,606	Closed	-$10.7M	–	392
2018 Q2	$10.7M	Buy	+127,606	New	+$11.1M	0.33%	100

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

Castleark Management's KEX Position: Q2 2026 in Review

Castleark Management opened a new position in Kirby Corp (KEX) in Q2 2026: 5,930 shares worth $806K. The stake represents 0.02% of the portfolio and ranks #248 among its holdings. This is a return to the name: Castleark Management previously reported a position in KEX as recently as Q2 2022.

Castleark Management first reported a position in KEX in Q2 2018 and has held it in 7 quarters since. The position peaked at $10.7M in Q2 2018. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

Castleark Management held 5,930 shares of Kirby Corp worth $806K as of Q2 2026.
Kirby Corp was a new Castleark Management position in Q2 2026.
Kirby Corp made up 0.02% of Castleark Management's portfolio in Q2 2026, its #248 holding.
Castleark Management first reported a position in Kirby Corp in Q2 2018 and has held it in 7 quarters since.
Castleark Management's Kirby Corp position peaked at $10.7M in Q2 2018.
467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

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