Intrinsic Edge Capital Management’s Kirby Corp KEX Stock Holding History

Intrinsic Edge Capital 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	-40,200	Closed	-$4.25M	–	97
2024 Q4	$4.25M	Hold	40,200	–	–	0.52%	75
2024 Q3	$4.92M	Sell	40,200 -20,000	-33%	-$2.39M	0.59%	55
2024 Q2	$7.21M	Sell	60,200 -81,103	-57%	-$9.06M	0.65%	54
2024 Q1	$13.5M	Buy	+141,303	New	+$11.9M	1.05%	32
2021 Q2	–	Sell	-63,201	Closed	-$3.81M	–	253
2021 Q1	$3.81M	Buy	+63,201	New	+$3.79M	0.26%	143

Other funds holding KEX

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Intrinsic Edge Capital Management's KEX Position: Q1 2025 in Review

Intrinsic Edge Capital Management sold out of Kirby Corp (KEX) in Q1 2025, closing a stake of 40,200 shares — an estimated $4.25M sold.

Intrinsic Edge Capital Management first reported a position in KEX in Q1 2021 and held it in 5 quarters. The position peaked at $13.5M in Q1 2024. 411 funds tracked by Wall St. Rank hold KEX as of Q1 2025.

Intrinsic Edge Capital Management reported no remaining Kirby Corp position as of Q1 2025 after selling out during the quarter.
Intrinsic Edge Capital Management sold 40,200 Kirby Corp shares in Q1 2025, an estimated $4.25M.
Intrinsic Edge Capital Management first reported a position in Kirby Corp in Q1 2021 and held it in 5 quarters.
Intrinsic Edge Capital Management's Kirby Corp position peaked at $13.5M in Q1 2024.
411 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2025.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2025, filed 12 May 2025.