Jeff Yass’s Kodiak Gas Services KGS Stock Holding History

Jeff Yass’s Portfolio KGS Stock Details KGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.4M	Sell	165,000 -49,300	-23%	-$3.35M	﹤0.01%	3052
2026 Q1	$12.5M	Buy	214,300 +200,300	+1,431%	+$9.72M	﹤0.01%	2794
2025 Q4	$524K	Sell	14,000 -67,800	-83%	-$2.4M	﹤0.01%	8682
2025 Q3	$3.02M	Buy	81,800 +4,300	+6%	+$145K	﹤0.01%	4963
2025 Q2	$2.66M	Sell	77,500 -40,600	-34%	-$1.4M	﹤0.01%	5210
2025 Q1	$4.41M	Buy	118,100 +9,600	+9%	+$409K	﹤0.01%	3893
2024 Q4	$4.43M	Buy	108,500 +82,200	+313%	+$2.97M	﹤0.01%	3795
2024 Q3	$763K	Sell	26,300 -44,600	-63%	-$1.23M	﹤0.01%	7453
2024 Q2	$1.93M	Buy	70,900 +23,000	+48%	+$624K	﹤0.01%	5165
2024 Q1	$1.31M	Buy	+47,900	New	+$1.16M	﹤0.01%	6285

Other funds holding KGS

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

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

Jeff Yass's KGS Position: Q2 2026 in Review

Jeff Yass reduced its Kodiak Gas Services (KGS) stake by 80% in Q2 2026, selling an estimated $2.71M and leaving 10,065 shares worth $756K. The position accounts for ﹤0.01% of the portfolio, ranked #8915.

Jeff Yass first reported a position in KGS in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.67M in Q2 2025. 407 funds tracked by Wall St. Rank hold KGS as of Q2 2026.

Jeff Yass held 10,065 shares of Kodiak Gas Services worth $756K as of Q2 2026.
Jeff Yass sold 39,839 Kodiak Gas Services shares in Q2 2026, an estimated $2.71M.
Kodiak Gas Services made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8915 holding.
Jeff Yass first reported a position in Kodiak Gas Services in Q1 2024 and has held it in 10 quarters since.
Jeff Yass's Kodiak Gas Services position peaked at $9.67M in Q2 2025.
407 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.