Premier Fund Managers Ltd KEX — KIRBY CORP

Ownership history in Premier Fund Managers Ltd  ·  20 quarters on record

AI Ownership Summary

Premier Fund Managers Ltd reported KIRBY CORP (KEX) in 20 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.09% in 2026 Q2. The latest visible filing shows KEX at 1.09% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KEX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Premier Fund Managers 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 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.09% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 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 Premier Fund Managers Ltd fund profile Premier Fund Managers Ltd full holdings
How Premier Fund Managers 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 87,318 +20,098 +29.9% 1.09% $12K 2026-07-22 $149.21
2026 Q1 ADDED — — — 67,220 +60,519 +903.1% 0.64% $9K 2026-05-14 $147.37
2025 Q4 REDUCED 21.1% +20.6% ❌ 6,701 -1,788 -21.1% 0.04% $744K 2026-02-03 $120.68
2025 Q3 REDUCED 25.9% +33.1% ❌ 8,489 -2,969 -25.9% 0.03% $717K 2025-11-10 $107.96
2025 Q2 REDUCED 29.0% -25.5% ✅ 11,458 -4,673 -29.0% 0.05% $1.3M 2025-08-11 $97.35
2025 Q1 ADDED — — — 16,131 +4,281 +36.1% 0.06% $1.6M 2025-05-08 $103.89
2024 Q4 UNCHANGED — — — 11,850 — 0% 0.04% $1.3M 2025-02-12 $106.08
2024 Q3 ADDED — — — 11,850 +1,300 +12.3% 0.05% $1.5M 2024-11-08 $127.29
2024 Q2 UNCHANGED — — — 10,550 — 0% 0.05% $1.3M 2024-08-13 $116.85
2024 Q1 ADDED — — — 10,550 +2,000 +23.4% 0.04% $1.0M 2024-05-13 $114.41
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KEX

As of 2026 Q2 — sorted by position size

WASHINGTON CAPITAL MANAGEMENT, INC 3Y 7Y 0.91% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.59% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.48% TECTONIC ADVISORS LLC 3Y 0.43% Fruth Investment Management 3Y 7Y 0.37% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 0.16% DAVENPORT & Co LLC 3Y 7Y 0.12% Central Pacific Bank - Trust Division 0.07% Portside Wealth Group, LLC 0.07% Y-Intercept (Hong Kong) Ltd 3Y 0.06%

FAQ About Premier Fund Managers 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 Premier Fund Managers Ltd reported owning KEX?

Premier Fund Managers Ltd reported KEX across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported KEX position in Premier Fund Managers Ltd's portfolio?

The largest reported portfolio weight for KEX was 1.09% in 2026 Q2.

What is the latest reported KEX position on this page?

The most recent filing on this page is 2026 Q2, when Premier Fund Managers Ltd reported 87,318 shares, equal to 1.09% of portfolio, with an estimated market value of $12K.

What does the chart on this KEX ownership page compare?

The chart compares Premier Fund Managers 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 Premier Fund Managers Ltd time their KEX position?

Based on 13F filing dates vs. subsequent KEX price moves, Premier Fund Managers Ltd correctly timed 6 out of 16 reported position changes (38%). The annualised alpha on KEX relative to SPY over the holding period was -0.5%.

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