First Sabrepoint Capital Management’s Kosmos Energy KOS Stock Holding History

First Sabrepoint Capital Management’s Portfolio KOS Stock Details KOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,157	Closed	-$598K	–	25
2022 Q3	$598K	Hold	1,157	–	–	0.25%	28
2022 Q2	$716K	Hold	1,157	–	–	0.28%	24
2022 Q1	$832K	Hold	1,157	–	–	0.29%	24
2021 Q4	$400K	Hold	1,157	–	–	0.11%	31
2021 Q3	$342K	Buy	+1,157	New	+$2.82K	0.09%	31

Other funds holding KOS

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

EPIM

Equinox Partners Investment Management Stamford, Connecticut $212M AUM 153.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

First Sabrepoint Capital Management's KOS Position: Q2 2026 in Review

First Sabrepoint Capital Management held its Kosmos Energy (KOS) position steady in Q2 2026 at 1,000,000 shares worth $2.11M. The position accounts for 0.69% of the portfolio, ranked #25.

First Sabrepoint Capital Management first reported a position in KOS in Q3 2021 and has held it in 12 quarters since. The position peaked at $15.8M in Q1 2022. 268 funds tracked by Wall St. Rank hold KOS as of Q2 2026.

First Sabrepoint Capital Management held 1,000,000 shares of Kosmos Energy worth $2.11M as of Q2 2026.
First Sabrepoint Capital Management left its Kosmos Energy share count unchanged in Q2 2026.
Kosmos Energy made up 0.69% of First Sabrepoint Capital Management's portfolio in Q2 2026, its #25 holding.
First Sabrepoint Capital Management first reported a position in Kosmos Energy in Q3 2021 and has held it in 12 quarters since.
First Sabrepoint Capital Management's Kosmos Energy position peaked at $15.8M in Q1 2022.
268 funds tracked by Wall St. Rank held Kosmos Energy as of Q2 2026.

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