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Stephen Mandel’s Kodiak Gas Services KGS Stock Holding History

Stephen Mandel’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
Q2 		$63.5M Buy
+845,070
New +$57.5M 0.39% 27

Other funds holding KGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Stephen Mandel's KGS Position: Q2 2026 in Review

Stephen Mandel opened a new position in Kodiak Gas Services (KGS) in Q2 2026: 845,070 shares worth $63.5M. The stake represents 0.39% of the portfolio and ranks #27 among its holdings.

406 funds tracked by Wall St. Rank hold KGS as of Q2 2026.

  • Stephen Mandel held 845,070 shares of Kodiak Gas Services worth $63.5M as of Q2 2026.
  • Kodiak Gas Services was a new Stephen Mandel position in Q2 2026.
  • Kodiak Gas Services made up 0.39% of Stephen Mandel's portfolio in Q2 2026, its #27 holding.
  • 406 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q2 2026.

Based on Lone Pine Capital's 13F filing for Q2 2026, filed 14 Aug 2026.