Position in KEX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$802,222
+$155,097 QoQ
Shares Held
5,900
+21.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#242
of 464 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KEX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $1,051,735 across 2 Marine Shipping names. KEX ranks #1 (76.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEX |
Kirby Corp
This page
|
5,900 | $802,222 | |
| 2 | MATX |
Matson, Inc.
|
1,298 | $249,513 |
All Filings in KEX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $802,222 | 5,900 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $647,125 | 4,870 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $615,244 | 5,584 | Shares | Sole | 2026-01-29 | |
| 2025-06-30 | $204,818 | 1,806 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||