TwinBeech Capital’s Kirby Corp KEX Stock Holding History

TwinBeech 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 Q4	–	Sell	-8,787	Closed	-$733K	–	729
2025 Q3	$733K	Buy	+8,787	New	+$883K	0.03%	353
2025 Q1	–	Sell	-5,290	Closed	-$560K	–	834
2024 Q4	$560K	Sell	5,290 -51,064	-91%	-$6.15M	0.01%	440
2024 Q3	$6.9M	Buy	+56,354	New	+$6.72M	0.13%	186
2024 Q1	–	Sell	-48,066	Closed	-$3.77M	–	721
2023 Q4	$3.77M	Buy	48,066 +44,468	+1,236%	+$3.48M	0.06%	314
2023 Q3	$298K	Buy	3,598 +961	+36%	+$77.7K	0.01%	574
2023 Q2	$203K	Buy	+2,637	New	+$190K	﹤0.01%	557
2023 Q1	–	Sell	-82,514	Closed	-$5.31M	–	751
2022 Q4	$5.31M	Buy	+82,514	New	+$5.51M	0.1%	245
2021 Q4	–	Sell	-24,631	Closed	-$1.18M	–	690
2021 Q3	$1.18M	Buy	+24,631	New	+$1.37M	0.08%	304
2021 Q2	–	Sell	-13,314	Closed	-$803K	–	555
2021 Q1	$803K	Buy	+13,314	New	+$799K	0.12%	224
2020 Q4	–	Sell	-12,159	Closed	-$440K	–	523
2020 Q3	$440K	Buy	+12,159	New	+$536K	0.1%	288
2020 Q2	–	Sell	-13,918	Closed	-$605K	–	435
2020 Q1	$605K	Buy	+13,918	New	+$947K	0.24%	134

Other funds holding KEX

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

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Neuberger Berman Group

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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