Position in KEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,632,029
+$896,562 QoQ
Shares Held
26,712
+29.8% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#141
of 464 holders
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KEX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026Creative Planning holds $19,104,367 across 12 Marine Shipping names. KEX ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MATX |
Matson, Inc.
|
33,889 | $6,514,482 | |
| 2 | KEX |
Kirby Corp
This page
|
26,712 | $3,632,029 | |
| 3 | HSHP |
Himalaya Shipping Ltd.
|
244,464 | $3,266,038 | |
| 4 | GNK |
Genco Shipping & Trading Ltd
|
65,826 | $1,631,168 | |
| 5 | DAC |
Danaos Corp
|
10,758 | $1,316,456 | |
| 6 | SFL |
SFL Corp Ltd.
|
76,292 | $778,178 | |
| 7 | GSL |
Global Ship Lease, Inc.
|
16,751 | $629,837 | |
| 8 | CMRE |
Costamare Inc.
|
30,100 | $422,001 |
All Filings in KEX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,632,029 | 26,712 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,735,467 | 20,586 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,645,758 | 14,937 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,477,147 | 17,701 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $836,284 | 7,374 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $681,211 | 6,744 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $645,485 | 6,101 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $818,199 | 6,683 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $782,554 | 6,536 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $533,410 | 5,596 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $383,374 | 4,885 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $293,359 | 3,543 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $293,409 | 3,813 | Shares | Defined | 2023-07-21 | |
| 2022-09-30 | $234,815 | 3,864 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||