Position in KEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,940,350
-$146,717 QoQ
Shares Held
21,625
-6.9% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#153
of 464 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in KEX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026Pathstone Holdings, LLC holds $4,476,877 across 4 Marine Shipping names. KEX ranks #1 (65.7% of the industry book) .
All Filings in KEX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,940,350 | 21,625 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,087,067 | 23,232 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,619,749 | 23,777 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,428,079 | 17,113 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,526,497 | 13,460 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,186,159 | 11,743 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,456,337 | 13,765 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,536,985 | 12,554 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,451,366 | 12,122 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,093,510 | 11,472 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $381,961 | 4,867 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||