Ownership history in Hound Partners, LLC Β· 18 quarters on record
This page tracks every 13F SEC filing in which Hound Partners, LLC reported a position in KIRBY CORP (KEX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Hound Partners, LLC underperformed the S&P 500 by β4.0% annually on this KEX position. Timing score: 53% (9/17 decisions correct). Average cost basis: $47.23. Maximum drawdown during holding period: β32.5%.
β οΈ Trailed SPY by 4.0% ann. on this position.
6 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
9 of 17 add/trim decisions correct
Best entry: $36.17 (2020 Q3) Β· Worst: $78.48 (2023 Q4)
πͺ Held through 2 major drawdowns (>20%).
7 adds Β· 11 trims. Bought during 3 of 6 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.48% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size