Crestline Management’s Kirby Corp KEX Stock Holding History

Crestline 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
2025 Q1	–	Sell	-75,313	Closed	-$7.97M	–	345
2024 Q4	$7.97M	Sell	75,313 -1,680	-2%	-$202K	0.28%	78
2024 Q3	$9.43M	Buy	76,993 +55,969	+266%	+$6.68M	0.54%	48
2024 Q2	$2.52M	Sell	21,024 -47,176	-69%	-$5.27M	0.2%	123
2024 Q1	$6.5M	Buy	+68,200	New	+$5.75M	0.62%	57
2023 Q1	–	Sell	-6,947	Closed	-$447K	–	182
2022 Q4	$447K	Sell	6,947 -28,053	-80%	-$1.87M	0.07%	143
2022 Q3	$2.13M	Sell	35,000 -20,000	-36%	-$1.28M	0.29%	81
2022 Q2	$3.35M	Buy	+55,000	New	+$3.58M	0.44%	56
2017 Q3	–	Sell	-10,582	Closed	-$707K	–	159
2017 Q2	$707K	Sell	10,582 -20,608	-66%	-$1.4M	0.09%	101
2017 Q1	$2.2M	Buy	31,190 +17,489	+128%	+$1.19M	0.4%	26
2016 Q4	$911K	Buy	+13,701	New	+$866K	0.23%	27

Other funds holding KEX

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Neuberger Berman Group

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

Dimensional Fund Advisors

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Wellington Management Group

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

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

Luther King Capital Management (LKCM)

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return