Hourglass Capital’s Kirby Corp KEX Stock Holding History

Hourglass Capital’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	$8.71M	Sell	65,565 -9,515	-13%	-$1.21M	1.81%	17
2025 Q4	$8.27M	Buy	75,080 +1,350	+2%	+$137K	1.78%	15
2025 Q3	$6.15M	Buy	73,730 +22,770	+45%	+$2.29M	1.38%	32
2025 Q2	$5.78M	Buy	50,960 +3,800	+8%	+$399K	1.43%	30
2025 Q1	$4.76M	Buy	47,160 +2,335	+5%	+$244K	1.25%	36
2024 Q4	$4.74M	Buy	44,825 +3,890	+10%	+$469K	1.31%	35
2024 Q3	$5.01M	Sell	40,935 -70	-0.2%	-$8.35K	1.4%	34
2024 Q2	$4.91M	Sell	41,005 -597	-1%	-$66.7K	1.46%	32
2024 Q1	$3.97M	Sell	41,602 -210	-0.5%	-$17.7K	1.19%	39
2023 Q4	$3.28M	Sell	41,812 -490	-1%	-$38.3K	1.06%	44
2023 Q3	$3.5M	Sell	42,302 -2,483	-6%	-$201K	1.24%	36
2023 Q2	$3.45M	Buy	44,785 +150	+0.3%	+$10.8K	1.2%	41
2023 Q1	$3.11M	Sell	44,635 -550	-1%	-$37.9K	1.12%	40
2022 Q4	$2.91M	Sell	45,185 -200	-0.4%	-$13.3K	1.02%	44
2022 Q3	$2.76M	Buy	45,385 +1,420	+3%	+$91K	1.05%	46
2022 Q2	$2.67M	Buy	43,965 +1,750	+4%	+$114K	0.95%	48
2022 Q1	$3.05M	Buy	42,215 +2,575	+6%	+$172K	0.95%	45
2021 Q4	$2.35M	Sell	39,640 -7,430	-16%	-$415K	0.79%	46
2021 Q3	$2.26M	Buy	47,070 +230	+0.5%	+$12.8K	0.61%	50
2021 Q2	$2.84M	Buy	+46,840	New	+$3.02M	0.66%	53

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