Position in KEX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$400,975
+$20,939 QoQ
Shares Held
2,949
+3.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#288
of 464 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in KEX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $2,970,171 across 7 Marine Shipping names. KEX ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MATX |
Matson, Inc.
|
5,725 | $1,100,515 | |
| 2 | CMRE |
Costamare Inc.
|
53,215 | $746,073 | |
| 3 | KEX |
Kirby Corp
This page
|
2,949 | $400,975 | |
| 4 | GSL |
Global Ship Lease, Inc.
|
7,820 | $294,032 | |
| 5 | DAC |
Danaos Corp
|
1,942 | $237,642 | |
| 6 | SFL |
SFL Corp Ltd.
|
10,607 | $108,191 | |
| 7 | SB |
Safe Bulkers, Inc.
|
13,113 | $82,743 |
All Filings in KEX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,975 | 2,949 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $380,036 | 2,860 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $297,926 | 2,704 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $330,211 | 3,957 | Shares | Other | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||