Holocene Advisors

Holocene Advisors’s Kirby Corp KEX Stock Holding History

Holocene Advisors’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 Q1	$4.15M	Sell	31,218 -13,806	-31%	-$1.75M	0.01%	441
2025 Q4	$4.96M	Sell	45,024 -1,622	-3%	-$165K	0.01%	374
2025 Q3	$3.89M	Buy	46,646 +38,833	+497%	+$3.9M	0.01%	424
2025 Q2	$886K	Sell	7,813 -5,369	-41%	-$563K	﹤0.01%	657
2025 Q1	$1.33M	Buy	+13,182	New	+$1.38M	﹤0.01%	601
2022 Q1	–	Sell	-47,567	Closed	-$2.83M	–	946
2021 Q4	$2.83M	Sell	47,567 -16,899	-26%	-$945K	0.02%	446
2021 Q3	$3.09M	Buy	64,466 +1,333	+2%	+$73.9K	0.02%	437
2021 Q2	$3.83M	Sell	63,133 -12,289	-16%	-$792K	0.02%	419
2021 Q1	$4.55M	Buy	75,422 +13,035	+21%	+$783K	0.03%	410
2020 Q4	$3.23M	Buy	62,387 +37,216	+148%	+$1.7M	0.02%	323
2020 Q3	$910K	Buy	+25,171	New	+$1.11M	0.01%	511
2019 Q3	–	Sell	-5,161	Closed	-$408K	–	788
2019 Q2	$408K	Sell	5,161 -3,771	-42%	-$303K	0.01%	510
2019 Q1	$671K	Sell	8,932 -346	-4%	-$25.2K	0.01%	349
2018 Q4	$625K	Buy	+9,278	New	+$687K	0.01%	373
2018 Q1	–	Sell	-6,220	Closed	-$415K	–	643
2017 Q4	$415K	Buy	+6,220	New	+$408K	0.01%	464

Other funds holding KEX

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group

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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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