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Merewether Investment Management’s Kodiak Gas Services KGS Stock Holding History

Merewether Investment Management’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
Q3 		– Sell
-1,185,125
Closed -$40.6M – 81
2025
Q2 		$40.6M Sell
1,185,125
-40,439
-3% -$1.4M 1.17% 29
2025
Q1 		$45.7M Buy
1,225,564
+291,065
+31% +$12.4M 1.66% 26
2024
Q4 		$38.2M Buy
934,499
+674,499
+259% +$24.4M 1.52% 28
2024
Q3 		$7.54M Buy
+260,000
New +$7.15M 0.35% 38

Other funds holding KGS

EFM
EQT Fund Management Luxembourg $1.02B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Merewether Investment Management's KGS Position: Q3 2025 in Review

Merewether Investment Management sold out of Kodiak Gas Services (KGS) in Q3 2025, closing a stake of 1,185,125 shares — an estimated $40.6M sold.

Merewether Investment Management first reported a position in KGS in Q3 2024 and held it in 4 quarters. The position peaked at $45.7M in Q1 2025. 253 funds tracked by Wall St. Rank hold KGS as of Q3 2025.

  • Merewether Investment Management reported no remaining Kodiak Gas Services position as of Q3 2025 after selling out during the quarter.
  • Merewether Investment Management sold 1,185,125 Kodiak Gas Services shares in Q3 2025, an estimated $40.6M.
  • Merewether Investment Management first reported a position in Kodiak Gas Services in Q3 2024 and held it in 4 quarters.
  • Merewether Investment Management's Kodiak Gas Services position peaked at $45.7M in Q1 2025.
  • 253 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q3 2025.

Based on Merewether Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.