Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Kodiak Gas Services KGS Stock Holding History

Kovitz Investment Group Partners’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
2025
Q1 		– Sell
-5,991
Closed -$245K – 1280
2024
Q4 		$245K Buy
+5,991
New +$217K ﹤0.01% 1104

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Blackstone Inc
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Macquarie Group
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Dimensional Fund Advisors
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Kovitz Investment Group Partners's KGS Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of Kodiak Gas Services (KGS) in Q1 2025, closing a stake of 5,991 shares — an estimated $245K sold.

Kovitz Investment Group Partners first reported a position in KGS in Q4 2024 and held it in 1 quarter. The position peaked at $245K in Q4 2024. 227 funds tracked by Wall St. Rank hold KGS as of Q1 2025.

  • Kovitz Investment Group Partners reported no remaining Kodiak Gas Services position as of Q1 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 5,991 Kodiak Gas Services shares in Q1 2025, an estimated $245K.
  • Kovitz Investment Group Partners first reported a position in Kodiak Gas Services in Q4 2024 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Kodiak Gas Services position peaked at $245K in Q4 2024.
  • 227 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.