Fox Run Management’s Kirby Corp KEX Stock Holding History

Fox Run 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 Q3	–	Sell	-2,284	Closed	-$259K	–	1082
2025 Q2	$259K	Buy	+2,284	New	+$240K	0.04%	679
2024 Q3	–	Sell	-3,092	Closed	-$370K	–	957
2024 Q2	$370K	Buy	+3,092	New	+$345K	0.07%	506
2024 Q1	–	Sell	-2,815	Closed	-$221K	–	929
2023 Q4	$221K	Buy	+2,815	New	+$220K	0.06%	606
2023 Q2	–	Sell	-15,460	Closed	-$1.08M	–	826
2023 Q1	$1.08M	Buy	+15,460	New	+$1.07M	0.35%	46
2022 Q3	–	Sell	-4,937	Closed	-$300K	–	727
2022 Q2	$300K	Buy	+4,937	New	+$321K	0.15%	298
2019 Q3	–	Sell	-3,118	Closed	-$246K	–	468
2019 Q2	$246K	Buy	3,118 +151	+5%	+$12.1K	0.16%	295
2019 Q1	$223K	Buy	+2,967	New	+$216K	0.13%	366
2018 Q2	–	Sell	-3,679	Closed	-$283K	–	799
2018 Q1	$283K	Buy	+3,679	New	+$275K	0.07%	511
2016 Q2	–	Sell	-6,300	Closed	-$380K	–	597
2016 Q1	$380K	Sell	6,300 -7,200	-53%	-$393K	0.25%	149
2015 Q4	$710K	Buy	+13,500	New	+$836K	0.55%	13

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Dimensional Fund Advisors

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Neuberger Berman Group

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Wellington Management Group

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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

Encompass Capital Advisors New York $2.45B AUM 167.64% 1-Year Est. Return