Position in KEX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,523,321
+$2,036,695 QoQ
Shares Held
64,143
+9.0% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92.97818935815287.ToString("F0")%
Shared 0.ToString("F0")%
None 7.021810641847123.ToString("F0")%
Common Shares in KEX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $12,465,694 across 22 Marine Shipping names. KEX ranks #1 (68.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEX |
Kirby Corp
This page
|
64,143 | $8,523,321 | |
| 2 | DAC |
Danaos Corp
|
8,192 | $922,746 | |
| 3 | ZIM |
ZIM Integrated Shipping Services Ltd.
|
25,607 | $674,743 | |
| 4 | GSL |
Global Ship Lease, Inc.
|
14,411 | $536,521 | |
| 5 | SBLK |
Star Bulk Carriers Corp.
|
19,595 | $450,097 | |
| 6 | MATX |
Matson, Inc.
|
2,404 | $394,111 | |
| 7 | SFL |
SFL Corp Ltd.
|
32,223 | $347,686 | |
| 8 | CMRE |
Costamare Inc.
|
11,020 | $186,238 |
All Filings in KEX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,523,321 | 64,143 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,486,626 | 58,873 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $268,208 | 3,214 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $509,890 | 4,496 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $325,958 | 3,227 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $244,714 | 2,313 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $983,234 | 8,031 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $134,336 | 1,122 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $104,565 | 1,097 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $113,324 | 1,444 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $186,628 | 2,254 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $759,110 | 9,865 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $123,785 | 1,776 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $108,491 | 1,686 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $104,461 | 1,719 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $237,821 | 3,909 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $249,774 | 3,460 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $206,305 | 3,472 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $157,786 | 3,290 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $200,958 | 3,314 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $201,874 | 3,349 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $131,904 | 2,545 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $68,322 | 1,889 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $395,430 | 7,383 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $194,786 | 4,481 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||