LECAP ASSET MANAGEMENT LTD KEX — KIRBY CORP

Ownership history in LECAP ASSET MANAGEMENT LTD  ·  7 quarters on record

AI Ownership Summary

LECAP ASSET MANAGEMENT LTD reported KIRBY CORP (KEX) in 7 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.5% in 2025 Q3. The latest visible filing shows KEX at 0.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KEX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LECAP ASSET MANAGEMENT LTD's position in KIRBY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

KEX was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KEX stock page LECAP ASSET MANAGEMENT LTD fund profile LECAP ASSET MANAGEMENT LTD full holdings
How LECAP ASSET MANAGEMENT LTD held KEX — position size vs. price
% of Fund (quarterly)    KEX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 5,805 -957 -14.2% 0.34% $789K 2026-07-30 $132.34
2026 Q1 REDUCED 60.5% +3.4% ❌ 6,762 -10,361 -60.5% 0.34% $899K 2026-04-30 $150.54
2025 Q3 ADDED — — — 17,123 +13,055 +320.9% 0.50% $1.4M 2025-10-23 $85.86
2025 Q2 REDUCED 75.3% -25.5% ✅ 4,068 -12,407 -75.3% 0.16% $461K 2025-07-21 $115.83
2025 Q1 ADDED — — — 16,475 +3,694 +28.9% 0.39% $1.7M 2025-04-23 $95.83
2024 Q4 ADDED — — — 12,781 +6,773 +112.7% 0.37% $1.4M 2025-01-28 $106.20
2024 Q2 INITIATED — — — 6,008 — — 0.16% $719K 2024-07-23 $125.48

🏢 Other funds also holding KEX

As of 2026 Q2 — sorted by position size

Pullen Investment Management, LLC 2.23% HOURGLASS CAPITAL, LLC 3Y 7Y 1.7% Premier Fund Managers Ltd 3Y 7Y 1.09% WASHINGTON CAPITAL MANAGEMENT, INC 3Y 7Y 0.91% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.59% Skylands Capital, LLC 3Y 7Y 0.58% CHESAPEAKE CAPITAL CORP /IL/ 0.48% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.48% TECTONIC ADVISORS LLC 3Y 0.43% Fruth Investment Management 3Y 7Y 0.37%

FAQ About LECAP ASSET MANAGEMENT LTD and KEX

These are the practical questions this page is built to answer before you even open the full history table.

How long has LECAP ASSET MANAGEMENT LTD reported owning KEX?

LECAP ASSET MANAGEMENT LTD reported KEX across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported KEX position in LECAP ASSET MANAGEMENT LTD's portfolio?

The largest reported portfolio weight for KEX was 0.50% in 2025 Q3.

What is the latest reported KEX position on this page?

The most recent filing on this page is 2026 Q2, when LECAP ASSET MANAGEMENT LTD reported 5,805 shares, equal to 0.34% of portfolio, with an estimated market value of $789K.

What does the chart on this KEX ownership page compare?

The chart compares LECAP ASSET MANAGEMENT LTD's quarterly KEX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LECAP ASSET MANAGEMENT LTD time their KEX position?

Based on 13F filing dates vs. subsequent KEX price moves, LECAP ASSET MANAGEMENT LTD correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on KEX relative to SPY over the holding period was +359.4%.

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