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Lisanti Capital Growth’s Kirby Corp KEX Stock Holding History

Lisanti Capital Growth’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
2024
Q4 		– Sell
-23,105
Closed -$2.83M – 125
2024
Q3 		$2.83M Sell
23,105
-3,770
-14% -$450K 0.72% 64
2024
Q2 		$3.22M Buy
+26,875
New +$3M 0.77% 63
2023
Q4 		– Sell
-69,895
Closed -$5.79M – 153
2023
Q3 		$5.79M Buy
69,895
+41,300
+144% +$3.34M 0.91% 43
2023
Q2 		$2.2M Sell
28,595
-4,155
-13% -$299K 0.31% 106
2023
Q1 		$2.28M Sell
32,750
-13,440
-29% -$926K 0.32% 100
2022
Q4 		$2.97M Buy
+46,190
New +$3.08M 0.41% 91
2022
Q2 		– Sell
-96,830
Closed -$6.99M – 120
2022
Q1 		$6.99M Buy
+96,830
New +$6.46M 0.79% 52

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Lisanti Capital Growth's KEX Position: Q4 2024 in Review

Lisanti Capital Growth sold out of Kirby Corp (KEX) in Q4 2024, closing a stake of 23,105 shares — an estimated $2.83M sold.

Lisanti Capital Growth first reported a position in KEX in Q1 2022 and held it in 7 quarters. The position peaked at $6.99M in Q1 2022. 431 funds tracked by Wall St. Rank hold KEX as of Q4 2024.

  • Lisanti Capital Growth reported no remaining Kirby Corp position as of Q4 2024 after selling out during the quarter.
  • Lisanti Capital Growth sold 23,105 Kirby Corp shares in Q4 2024, an estimated $2.83M.
  • Lisanti Capital Growth first reported a position in Kirby Corp in Q1 2022 and held it in 7 quarters.
  • Lisanti Capital Growth's Kirby Corp position peaked at $6.99M in Q1 2022.
  • 431 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2024.

Based on Lisanti Capital Growth's 13F filing for Q4 2024, filed 7 Feb 2025.