LIM
KEX icon

Lathrop Investment Management’s Kirby Corp KEX Stock Holding History

Lathrop Investment 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
2026
Q1 		$17.3M Buy
130,329
+1,603
+1% +$203K 3.24% 10
2025
Q4 		$14.2M Sell
128,726
-943
-0.7% -$95.9K 2.57% 19
2025
Q3 		$10.8M Sell
129,669
-8,217
-6% -$825K 2% 26
2025
Q2 		$15.6M Sell
137,886
-5,715
-4% -$600K 2.96% 14
2025
Q1 		$14.5M Sell
143,601
-9,744
-6% -$1.02M 2.88% 16
2024
Q4 		$16.2M Sell
153,345
-3,450
-2% -$416K 3.09% 9
2024
Q3 		$19.2M Sell
156,795
-5,581
-3% -$666K 3.57% 4
2024
Q2 		$19.4M Sell
162,376
-26,154
-14% -$2.92M 3.8% 5
2024
Q1 		$18M Sell
188,530
-11,814
-6% -$997K 3.48% 7
2023
Q4 		$15.7M Sell
200,344
-4,308
-2% -$337K 3.21% 11
2023
Q3 		$16.9M Sell
204,652
-311
-0.2% -$25.1K 3.65% 7
2023
Q2 		$15.8M Buy
204,963
+5,505
+3% +$396K 3.21% 10
2023
Q1 		$13.9M Buy
199,458
+252
+0.1% +$17.4K 2.95% 12
2022
Q4 		$12.8M Buy
199,206
+3,066
+2% +$205K 2.83% 17
2022
Q3 		$11.9M Sell
196,140
-980
-0.5% -$62.8K 3.15% 13
2022
Q2 		$12M Buy
197,120
+11,445
+6% +$745K 3% 15
2022
Q1 		$13.4M Buy
185,675
+18,472
+11% +$1.23M 2.83% 21
2021
Q4 		$9.94M Sell
167,203
-3,567
-2% -$199K 1.96% 28
2021
Q3 		$8.19M Sell
170,770
-727
-0.4% -$40.3K 1.75% 30
2021
Q2 		$10.4M Buy
171,497
+9,637
+6% +$621K 2.15% 27
2021
Q1 		$9.76M Buy
161,860
+3,935
+2% +$236K 2.19% 25
2020
Q4 		$8.19M Buy
157,925
+17,150
+12% +$781K 2.02% 26
2020
Q3 		$5.09M Buy
140,775
+17,677
+14% +$779K 1.44% 29
2020
Q2 		$6.59M Sell
123,098
-44,482
-27% -$2.27M 1.97% 22
2020
Q1 		$7.29M Buy
167,580
+4,729
+3% +$322K 2.57% 18
2019
Q4 		$14.6M Sell
162,851
-5,506
-3% -$456K 3.88% 9
2019
Q3 		$13.8M Buy
168,357
+2,255
+1% +$173K 3.82% 11
2019
Q2 		$13.1M Sell
166,102
-1,365
-0.8% -$110K 3.72% 10
2019
Q1 		$12.6M Buy
167,467
+3,050
+2% +$222K 3.74% 9
2018
Q4 		$11.1M Sell
164,417
-22,163
-12% -$1.64M 3.88% 10
2018
Q3 		$15.3M Buy
186,580
+1,850
+1% +$155K 3.97% 11
2018
Q2 		$15.4M Buy
184,730
+100
+0.1% +$8.68K 4.19% 9
2018
Q1 		$14.2M Sell
184,630
-125
-0.1% -$9.35K 4.07% 13
2017
Q4 		$12.3M Buy
184,755
+3,100
+2% +$203K 3.4% 16
2017
Q3 		$12M Buy
181,655
+23,515
+15% +$1.49M 3.35% 15
2017
Q2 		$10.6M Buy
158,140
+15,295
+11% +$1.04M 3.02% 22
2017
Q1 		$10.1M Buy
+142,845
New +$9.75M 2.93% 22

Other funds holding KEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
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
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

Lathrop Investment Management's KEX Position: Q1 2026 in Review

Lathrop Investment Management increased its Kirby Corp (KEX) stake by 1.2% in Q1 2026, buying an estimated $203K and bringing the position to 130,329 shares worth $17.3M. The position accounts for 3.24% of the portfolio, ranked #10.

Lathrop Investment Management first reported a position in KEX in Q1 2017 and has held it in 37 quarters since. The position peaked at $19.4M in Q2 2024. 433 funds tracked by Wall St. Rank hold KEX as of Q1 2026.

  • Lathrop Investment Management held 130,329 shares of Kirby Corp worth $17.3M as of Q1 2026.
  • Lathrop Investment Management bought 1,603 Kirby Corp shares in Q1 2026, an estimated $203K.
  • Kirby Corp made up 3.24% of Lathrop Investment Management's portfolio in Q1 2026, its #10 holding.
  • Lathrop Investment Management first reported a position in Kirby Corp in Q1 2017 and has held it in 37 quarters since.
  • Lathrop Investment Management's Kirby Corp position peaked at $19.4M in Q2 2024.
  • 433 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2026.

Based on Lathrop Investment Management's 13F filing for Q1 2026, filed 12 May 2026.