ZP
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Zimmer Partners’s Kodiak Gas Services KGS Stock Holding History

Zimmer Partners’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 		$190M Buy
2,530,838
+148,922
+6% +$10.1M 4.38% 4
2026
Q1 		$139M Sell
2,381,916
-1,889,637
-44% -$91.7M 3.35% 8
2025
Q4 		$160M Buy
4,271,553
+1,339,849
+46% +$47.4M 4.21% 5
2025
Q3 		$108M Sell
2,931,704
-1,362,648
-32% -$46M 2.34% 11
2025
Q2 		$147M Buy
4,294,352
+470,289
+12% +$16.3M 3.2% 8
2025
Q1 		$143M Buy
3,824,063
+476,363
+14% +$20.3M 2.69% 9
2024
Q4 		$137M Buy
3,347,700
+1,567,849
+88% +$56.7M 2.36% 14
2024
Q3 		$51.6M Buy
1,779,851
+1,348,899
+313% +$37.1M 0.94% 27
2024
Q2 		$11.7M Sell
430,952
-126,700
-23% -$3.44M 0.22% 74
2024
Q1 		$15.2M Sell
557,652
-57,500
-9% -$1.39M 0.33% 56
2023
Q4 		$12.4M Sell
615,152
-275,806
-31% -$4.97M 0.45% 42
2023
Q3 		$15.9M Sell
890,958
-409,042
-31% -$7.29M 0.41% 44
2023
Q2 		$21.1M Buy
+1,300,000
New +$20.8M 0.5% 47

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zimmer Partners's KGS Position: Q2 2026 in Review

Zimmer Partners increased its Kodiak Gas Services (KGS) stake by 6.3% in Q2 2026, buying an estimated $10.1M and bringing the position to 2,530,838 shares worth $190M. The position accounts for 4.38% of the portfolio, ranked #4.

Zimmer Partners first reported a position in KGS in Q2 2023 and has held it in 13 quarters since. 408 funds tracked by Wall St. Rank hold KGS as of Q2 2026.

  • Zimmer Partners held 2,530,838 shares of Kodiak Gas Services worth $190M as of Q2 2026.
  • Zimmer Partners bought 148,922 Kodiak Gas Services shares in Q2 2026, an estimated $10.1M.
  • Kodiak Gas Services made up 4.38% of Zimmer Partners's portfolio in Q2 2026, its #4 holding.
  • Zimmer Partners first reported a position in Kodiak Gas Services in Q2 2023 and has held it in 13 quarters since.
  • 408 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q2 2026.

Based on Zimmer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.