Mariner

Mariner’s Kirby Corp KEX Stock Holding History

Mariner’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	$7.32M	Buy	55,092 +18,909	+52%	+$2.4M	0.01%	890
2025 Q4	$3.99M	Sell	36,183 -12,725	-26%	-$1.29M	﹤0.01%	1112
2025 Q3	$4.08M	Sell	48,908 -3,740	-7%	-$376K	0.01%	1027
2025 Q2	$5.97M	Buy	52,648 +8,867	+20%	+$930K	0.01%	803
2025 Q1	$4.42M	Buy	43,781 +10,329	+31%	+$1.08M	0.01%	858
2024 Q4	$3.54M	Buy	33,452 +62	+0.2%	+$7.47K	0.01%	931
2024 Q3	$4.09M	Buy	33,390 +5,353	+19%	+$638K	0.01%	860
2024 Q2	$3.36M	Buy	28,037 +14,576	+108%	+$1.63M	0.01%	880
2024 Q1	$1.28M	Buy	13,461 +6,079	+82%	+$513K	﹤0.01%	1348
2023 Q4	$579K	Buy	7,382 +13	+0.2%	+$1.02K	﹤0.01%	1849
2023 Q3	$610K	Buy	7,369 +488	+7%	+$39.5K	﹤0.01%	1639
2023 Q2	$529K	Buy	6,881 +122	+2%	+$8.78K	﹤0.01%	1696
2023 Q1	$471K	Sell	6,759 -1,591	-19%	-$110K	﹤0.01%	1740
2022 Q4	$537K	Sell	8,350 -91	-1%	-$6.07K	﹤0.01%	1616
2022 Q3	$513K	Buy	+8,441	New	+$541K	﹤0.01%	1400
2014 Q1	–	Sell	-5,000	Closed	-$496K	–	355
2013 Q4	$496K	Hold	5,000	–	–	0.06%	227
2013 Q3	$433K	Buy	+5,000	New	+$419K	0.08%	206

Other funds holding KEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 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