Viking Fund Management’s Kodiak Gas Services KGS Stock Holding History

Viking Fund Management’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	$7.51M	Sell	100,000 -57,000	-36%	-$3.88M	0.67%	56
2026 Q1	$9.16M	Hold	157,000	–	–	0.94%	41
2025 Q4	$5.87M	Buy	157,000 +30,000	+24%	+$1.06M	0.68%	50
2025 Q3	$4.7M	Buy	127,000 +38,000	+43%	+$1.28M	0.57%	67
2025 Q2	$3.05M	Buy	89,000 +15,000	+20%	+$519K	0.42%	73
2025 Q1	$2.76M	Buy	74,000 +4,000	+6%	+$171K	0.4%	79
2024 Q4	$2.86M	Buy	70,000 +10,000	+17%	+$362K	0.45%	74
2024 Q3	$1.74M	Buy	+60,000	New	+$1.65M	0.28%	91

Other funds holding KGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Viking Fund Management's KGS Position: Q2 2026 in Review

Viking Fund Management reduced its Kodiak Gas Services (KGS) stake by 36% in Q2 2026, selling an estimated $3.88M and leaving 100,000 shares worth $7.51M. The position accounts for 0.67% of the portfolio, ranked #56.

Viking Fund Management first reported a position in KGS in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.16M in Q1 2026. 409 funds tracked by Wall St. Rank hold KGS as of Q2 2026.

Viking Fund Management held 100,000 shares of Kodiak Gas Services worth $7.51M as of Q2 2026.
Viking Fund Management sold 57,000 Kodiak Gas Services shares in Q2 2026, an estimated $3.88M.
Kodiak Gas Services made up 0.67% of Viking Fund Management's portfolio in Q2 2026, its #56 holding.
Viking Fund Management first reported a position in Kodiak Gas Services in Q3 2024 and has held it in 8 quarters since.
Viking Fund Management's Kodiak Gas Services position peaked at $9.16M in Q1 2026.
409 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q2 2026.

Based on Viking Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.