OCM
KOS icon

Ovata Capital Management’s Kosmos Energy KOS Stock Holding History

Ovata Capital Management’s Portfolio KOS Stock Details KOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-300,000
Closed -$684K – 50
2025
Q1 		$684K Buy
+300,000
New +$885K 0.26% 28

Other funds holding KOS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ovata Capital Management's KOS Position: Q2 2025 in Review

Ovata Capital Management sold out of Kosmos Energy (KOS) in Q2 2025, closing a stake of 300,000 shares — an estimated $684K sold.

Ovata Capital Management first reported a position in KOS in Q1 2025 and held it in 1 quarter. The position peaked at $684K in Q1 2025. 226 funds tracked by Wall St. Rank hold KOS as of Q2 2025.

  • Ovata Capital Management reported no remaining Kosmos Energy position as of Q2 2025 after selling out during the quarter.
  • Ovata Capital Management sold 300,000 Kosmos Energy shares in Q2 2025, an estimated $684K.
  • Ovata Capital Management first reported a position in Kosmos Energy in Q1 2025 and held it in 1 quarter.
  • Ovata Capital Management's Kosmos Energy position peaked at $684K in Q1 2025.
  • 226 funds tracked by Wall St. Rank held Kosmos Energy as of Q2 2025.

Based on Ovata Capital Management's 13F filing for Q2 2025, filed 6 Aug 2025.