Samlyn Capital’s Kirby Corp KEX Stock Holding History

Samlyn Capital’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
2025 Q1	–	Sell	-379,866	Closed	-$40.2M	–	100
2024 Q4	$40.2M	Sell	379,866 -35,867	-9%	-$4.32M	0.64%	54
2024 Q3	$50.9M	Buy	415,733 +95,981	+30%	+$11.4M	0.82%	46
2024 Q2	$38.3M	Buy	319,752 +23,086	+8%	+$2.58M	0.66%	44
2024 Q1	$28.3M	Buy	+296,666	New	+$25M	0.49%	60
2020 Q1	–	Sell	-449,528	Closed	-$40.2M	–	102
2019 Q4	$40.2M	Buy	449,528 +73,627	+20%	+$6.1M	0.85%	42
2019 Q3	$30.9M	Buy	375,901 +153,654	+69%	+$11.8M	0.87%	48
2019 Q2	$17.6M	Buy	+222,247	New	+$17.8M	0.45%	76
2017 Q1	–	Sell	-63,971	Closed	-$4.25M	–	155
2016 Q4	$4.25M	Sell	63,971 -288,929	-82%	-$18.3M	0.1%	105
2016 Q3	$21.9M	Buy	+352,900	New	+$20.3M	0.55%	71

Other funds holding KEX

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

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

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Wellington Management Group

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return