JY
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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 		$4.81M Sell
64,000
-4,600
-7% -$313K ﹤0.01% 4691
2026
Q1 		$4M Sell
68,600
-153,100
-69% -$7.43M ﹤0.01% 4659
2025
Q4 		$8.29M Buy
221,700
+125,400
+130% +$4.43M ﹤0.01% 3302
2025
Q3 		$3.56M Buy
96,300
+69,600
+261% +$2.35M ﹤0.01% 4662
2025
Q2 		$915K Buy
+26,700
New +$924K ﹤0.01% 7669
2024
Q3 		– Sell
-10,000
Closed -$273K – 12530
2024
Q2 		$273K Sell
10,000
-49,800
-83% -$1.35M ﹤0.01% 9662
2024
Q1 		$1.63M Buy
+59,800
New +$1.44M ﹤0.01% 5799

Other funds holding KGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
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.