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LRI Investments’s Kodiak Gas Services KGS Stock Holding History

LRI Investments’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 		$11.9K Sell
158
-48
-23% -$3.26K ﹤0.01% 913
2026
Q1 		$12K Buy
206
+61
+42% +$2.96K ﹤0.01% 834
2025
Q4 		$5.42K Hold
145
– – ﹤0.01% 1029
2025
Q3 		$5.36K Sell
145
-122
-46% -$4.12K ﹤0.01% 1031
2025
Q2 		$9.15K Buy
+267
New +$9.24K ﹤0.01% 865

Other funds holding KGS

AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CPM
Connective Portfolio Management New York $60.1M AUM 88.93% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LRI Investments's KGS Position: Q2 2026 in Review

LRI Investments reduced its Kodiak Gas Services (KGS) stake by 23% in Q2 2026, selling an estimated $3.26K and leaving 158 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

LRI Investments first reported a position in KGS in Q2 2025 and has held it in 5 quarters since. The position peaked at $12K in Q1 2026. 29 funds tracked by Wall St. Rank hold KGS as of Q2 2026.

  • LRI Investments held 158 shares of Kodiak Gas Services worth $11.9K as of Q2 2026.
  • LRI Investments sold 48 Kodiak Gas Services shares in Q2 2026, an estimated $3.26K.
  • Kodiak Gas Services made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #913 holding.
  • LRI Investments first reported a position in Kodiak Gas Services in Q2 2025 and has held it in 5 quarters since.
  • LRI Investments's Kodiak Gas Services position peaked at $12K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.