Otter Creek Advisors’s Kirby Corp KEX Stock Holding History

Otter Creek Advisors’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
2019 Q3	–	Sell	-34,362	Closed	-$2.71M	–	61
2019 Q2	$2.71M	Sell	34,362 -11,306	-25%	-$907K	1.05%	50
2019 Q1	$3.43M	Buy	+45,668	New	+$3.33M	1.04%	39
2018 Q3	–	Sell	-76,350	Closed	-$6.38M	–	77
2018 Q2	$6.38M	Sell	76,350 -36,505	-32%	-$3.17M	1.35%	33
2018 Q1	$8.68M	Sell	112,855 -20,628	-15%	-$1.54M	1.83%	22
2017 Q4	$8.92M	Sell	133,483 -15,426	-10%	-$1.01M	1.28%	37
2017 Q3	$9.82M	Buy	148,909 +58,414	+65%	+$3.7M	1.27%	38
2017 Q2	$6.05M	Buy	90,495 +2,350	+3%	+$160K	0.86%	57
2017 Q1	$6.22M	Sell	88,145 -73,670	-46%	-$5.03M	0.92%	51
2016 Q4	$10.8M	Sell	161,815 -14,005	-8%	-$885K	1.25%	33
2016 Q3	$10.9M	Buy	+175,820	New	+$10.1M	1.63%	27

Other funds holding KEX

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Otter Creek Advisors's KEX Position: Q3 2019 in Review

Otter Creek Advisors sold out of Kirby Corp (KEX) in Q3 2019, closing a stake of 34,362 shares — an estimated $2.71M sold.

Otter Creek Advisors first reported a position in KEX in Q3 2016 and held it in 10 quarters. The position peaked at $10.9M in Q3 2016. 258 funds tracked by Wall St. Rank hold KEX as of Q3 2019.

Otter Creek Advisors reported no remaining Kirby Corp position as of Q3 2019 after selling out during the quarter.
Otter Creek Advisors sold 34,362 Kirby Corp shares in Q3 2019, an estimated $2.71M.
Otter Creek Advisors first reported a position in Kirby Corp in Q3 2016 and held it in 10 quarters.
Otter Creek Advisors's Kirby Corp position peaked at $10.9M in Q3 2016.
258 funds tracked by Wall St. Rank held Kirby Corp as of Q3 2019.

Based on Otter Creek Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.