Position in KEX
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,533,435
+$228,904 QoQ
Shares Held
11,540
-2.5% QoQ
Ownership
0.022%
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 100%
Shared 0%
None 0%
Common Shares in KEX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Mar 31, 2026OPPENHEIMER & CO INC holds $3,722,559 across 4 Marine Shipping names. KEX ranks #2 (41.2% of the industry book) .
All Filings in KEX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,533,435 | 11,540 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,304,531 | 11,840 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $976,782 | 11,705 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,301,946 | 11,480 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,159,594 | 11,480 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,230,454 | 11,630 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,420,188 | 11,600 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,406,827 | 11,750 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,120,010 | 11,750 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $949,608 | 12,100 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,001,880 | 12,100 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $961,875 | 12,500 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $871,250 | 12,500 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $836,550 | 13,000 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $881,165 | 14,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $912,600 | 15,000 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,082,850 | 15,000 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $891,300 | 15,000 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $719,400 | 15,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $909,600 | 15,000 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $904,200 | 15,000 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $777,450 | 15,000 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $542,550 | 15,000 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $803,400 | 15,000 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $670,524 | 15,425 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||