VCM
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Valiant Capital Management’s Kodiak Gas Services KGS Stock Holding History

Valiant Capital Management’s Portfolio KGS Stock Details KGS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-865,257
Closed -$32.3M – 32
2025
Q1 		$32.3M Buy
865,257
+349,781
+68% +$13M 2.36% 12
2024
Q4 		$21M Buy
+515,476
New +$21M 1.33% 18