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
2025
Q3 		– Sell
-175,000
Closed -$6M – 171
2025
Q2 		$6M Buy
+175,000
New +$6.06M 0.13% 105

Other funds holding KGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zimmer Partners's KGS Position: Q1 2026 in Review

Zimmer Partners reduced its Kodiak Gas Services (KGS) stake by 44% in Q1 2026, selling an estimated $91.7M and leaving 2,381,916 shares worth $139M. The position accounts for 3.35% of the portfolio, ranked #8.

Zimmer Partners first reported a position in KGS in Q2 2023 and has held it in 12 quarters since. The position peaked at $160M in Q4 2025. 326 funds tracked by Wall St. Rank hold KGS as of Q1 2026.

  • Zimmer Partners held 2,381,916 shares of Kodiak Gas Services worth $139M as of Q1 2026.
  • Zimmer Partners sold 1,889,637 Kodiak Gas Services shares in Q1 2026, an estimated $91.7M.
  • Kodiak Gas Services made up 3.35% of Zimmer Partners's portfolio in Q1 2026, its #8 holding.
  • Zimmer Partners first reported a position in Kodiak Gas Services in Q2 2023 and has held it in 12 quarters since.
  • Zimmer Partners's Kodiak Gas Services position peaked at $160M in Q4 2025.
  • 326 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q1 2026.

Based on Zimmer Partners's 13F filing for Q1 2026, filed 15 May 2026.