Park West Asset Management’s Kirby Corp KEX Stock Holding History

Park West Asset Management’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	$28.2M	Buy	212,510 +146,210	+221%	+$18.5M	2.4%	16
2025 Q4	$7.3M	Sell	66,300 -58,700	-47%	-$5.97M	0.61%	41
2025 Q3	$10.4M	Sell	125,000 -625,000	-83%	-$62.8M	0.88%	36
2025 Q2	$85.1M	Sell	750,000 -26,000	-3%	-$2.73M	6.43%	1
2025 Q1	$78.4M	Buy	776,000 +317,721	+69%	+$33.2M	6.33%	1
2024 Q4	$48.5M	Sell	458,279 -73,635	-14%	-$8.87M	3.89%	8
2024 Q3	$65.1M	Buy	531,914 +32,031	+6%	+$3.82M	4.66%	7
2024 Q2	$59.9M	Sell	499,883 -235,117	-32%	-$26.3M	4.38%	5
2024 Q1	$70.1M	Sell	735,000 -52,764	-7%	-$4.45M	4.98%	7
2023 Q4	$61.8M	Buy	+787,764	New	+$61.6M	6.06%	5

Other funds holding KEX

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Park West Asset Management's KEX Position: Q1 2026 in Review

Park West Asset Management increased its Kirby Corp (KEX) stake by 221% in Q1 2026, buying an estimated $18.5M and bringing the position to 212,510 shares worth $28.2M. The position accounts for 2.4% of the portfolio, ranked #16.

Park West Asset Management first reported a position in KEX in Q4 2023 and has held it in 10 quarters since. The position peaked at $85.1M in Q2 2025. 433 funds tracked by Wall St. Rank hold KEX as of Q1 2026.

Park West Asset Management held 212,510 shares of Kirby Corp worth $28.2M as of Q1 2026.
Park West Asset Management bought 146,210 Kirby Corp shares in Q1 2026, an estimated $18.5M.
Kirby Corp made up 2.4% of Park West Asset Management's portfolio in Q1 2026, its #16 holding.
Park West Asset Management first reported a position in Kirby Corp in Q4 2023 and has held it in 10 quarters since.
Park West Asset Management's Kirby Corp position peaked at $85.1M in Q2 2025.
433 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2026.

Based on Park West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.