KEX — KIRBY

Ownership history in LUMINUS MANAGEMENT LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which LUMINUS MANAGEMENT LLC reported a position in KIRBY (KEX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
8.77% (2025 Q3)
Avg. % of fund
2.44%
First filed
2020 Q1
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 116,956 +87,120 +292.0% 8.77% $9.8M $83.45
2025 Q2 REDUCED 29,836 -12,264 -29.1% 0.88% $3.4M $113.41
2025 Q1 ADDED 42,100 +2,112 +5.3% 1.40% $4.3M $101.01
2023 Q1 REDUCED 39,988 -42,112 -51.3% 0.69% $2.8M $69.70
2022 Q4 REDUCED 82,100 -269,500 -76.6% 1.32% $5.3M $64.35
2020 Q1 INITIATED 351,600 — — 1.58% $15.3M $43.47
% of Fund (quarterly)    KEX price (monthly, adj. close)

Other funds also holding KEX

As of 2025 Q4 — sorted by position size

ATLANTIC INVESTMENT MANAGEMENT, INC. 3Y 7Y 13.83% Appian Way Asset Management LP 3Y 10.1% 12th Street Asset Management Company, LLC 3Y 7Y 5.41% Mountaineer Partners Management, LLC 3Y 7Y 5.39% VELA Investment Management, LLC 3Y 3.99% Encompass Capital Advisors LLC 3Y 7Y 2.92% LATHROP INVESTMENT MANAGEMENT CO 3Y 7Y 2.57% Sapience Investments, LLC 3Y 7Y 2.42% Pullen Investment Management, LLC 2.05% HOURGLASS CAPITAL, LLC 3Y 7Y 1.78%
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