Seven Grand Managers’s Kodiak Gas Services KGS Stock Holding History

Seven Grand Managers’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
2026 Q1	$14.6M	Sell	250,000 -250,000	-50%	-$12.1M	0.97%	21
2025 Q4	$18.7M	Buy	500,000 +400,000	+400%	+$14.1M	1.42%	21
2025 Q3	$3.7M	Sell	100,000 -100,000	-50%	-$3.37M	0.3%	76
2025 Q2	$6.85M	Hold	200,000	–	–	0.82%	41
2025 Q1	$7.46M	Hold	200,000	–	–	1.74%	19
2024 Q4	$8.17M	Buy	200,000 +60,000	+43%	+$2.17M	3.74%	10
2024 Q3	$4.06M	Buy	140,000 +105,000	+300%	+$2.89M	0.9%	39
2024 Q2	$954K	Hold	35,000	–	–	0.43%	47
2024 Q1	$957K	Sell	35,000 -32,896	-48%	-$793K	0.47%	40
2023 Q4	$1.36M	Sell	67,896 -107,434	-61%	-$1.93M	1.3%	26
2023 Q3	$3.13M	Sell	175,330 -99,670	-36%	-$1.78M	4.2%	8
2023 Q2	$4.47M	Buy	+275,000	New	+$4.39M	8.68%	3

Other funds holding KGS

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Seven Grand Managers's KGS Position: Q1 2026 in Review

Seven Grand Managers reduced its Kodiak Gas Services (KGS) stake by 50% in Q1 2026, selling an estimated $12.1M and leaving 250,000 shares worth $14.6M. The position accounts for 0.97% of the portfolio, ranked #21.

Seven Grand Managers first reported a position in KGS in Q2 2023 and has held it in 12 quarters since. The position peaked at $18.7M in Q4 2025. 326 funds tracked by Wall St. Rank hold KGS as of Q1 2026.

Seven Grand Managers held 250,000 shares of Kodiak Gas Services worth $14.6M as of Q1 2026.
Seven Grand Managers sold 250,000 Kodiak Gas Services shares in Q1 2026, an estimated $12.1M.
Kodiak Gas Services made up 0.97% of Seven Grand Managers's portfolio in Q1 2026, its #21 holding.
Seven Grand Managers first reported a position in Kodiak Gas Services in Q2 2023 and has held it in 12 quarters since.
Seven Grand Managers's Kodiak Gas Services position peaked at $18.7M in Q4 2025.
326 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q1 2026.

Based on Seven Grand Managers's 13F filing for Q1 2026, filed 6 May 2026.