Position in KEX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$375,261,561
+$27,443,114 QoQ
Shares Held
2,759,885
+5.4% QoQ
Ownership
5.23%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2
of 466 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 5%
None 2%
Common Shares in KEX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $1,098,346,339 across 11 Marine Shipping names. KEX ranks #1 (34.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEX |
Kirby Corp
This page
|
2,759,885 | $375,261,561 | |
| 2 | MATX |
Matson, Inc.
|
1,943,301 | $373,560,748 | |
| 3 | CMRE |
Costamare Inc.
|
7,432,378 | $104,201,938 | |
| 4 | SFL |
SFL Corp Ltd.
|
9,013,508 | $91,937,780 | |
| 5 | GNK |
Genco Shipping & Trading Ltd
|
2,518,792 | $62,415,665 | |
| 6 | ASC |
Ardmore Shipping Corp
|
2,497,845 | $34,994,806 | |
| 7 | CMDB |
Costamare Bulkers Holdings Ltd
|
1,294,494 | $22,731,313 | |
| 8 | PANL |
Pangaea Logistics Solutions Ltd.
|
3,159,589 | $20,537,327 |
All Filings in KEX
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,261,561 | 2,759,885 | Shares | Sole | 2026-08-11 | |
| 2026-06-30 | $375,261,563 | 2,759,885 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $347,818,447 | 2,617,538 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $273,743,089 | 2,484,508 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $199,514,928 | 2,390,832 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $270,585,484 | 2,385,905 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $239,102,283 | 2,367,115 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $251,308,749 | 2,375,319 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $302,637,898 | 2,471,926 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $321,892,666 | 2,688,488 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $262,724,031 | 2,756,232 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $205,952,785 | 2,624,271 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $212,124,738 | 2,561,893 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $191,120,866 | 2,483,702 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $168,326,124 | 2,415,009 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $147,251,072 | 2,288,284 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $135,287,448 | 2,226,221 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $130,819,809 | 2,150,227 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $143,220,989 | 1,983,945 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $102,279,943 | 1,721,305 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $92,444,722 | 1,927,538 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $120,049,917 | 1,979,715 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $109,500,790 | 1,816,536 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $89,509,321 | 1,726,979 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $62,788,768 | 1,735,935 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $101,616,067 | 1,897,238 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $66,797,914 | 1,536,644 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||