Position in KEX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$572,841
+$502,149 QoQ
Shares Held
4,213
+691.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#262
of 464 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KEX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $764,357 across 11 Marine Shipping names. KEX ranks #1 (74.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEX |
Kirby Corp
This page
|
4,213 | $572,841 | |
| 2 | MATX |
Matson, Inc.
|
954 | $183,387 | |
| 3 | SFL |
SFL Corp Ltd.
|
301 | $3,070 | |
| 4 | CMRE |
Costamare Inc.
|
133 | $1,864 | |
| 5 | PANL |
Pangaea Logistics Solutions Ltd.
|
227 | $1,475 | |
| 6 | ASC |
Ardmore Shipping Corp
|
63 | $882 | |
| 7 | CMDB |
Costamare Bulkers Holdings Ltd
|
16 | $280 | |
| 8 | GNK |
Genco Shipping & Trading Ltd
|
11 | $272 |
All Filings in KEX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $572,841 | 4,213 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $70,692 | 532 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $29,748 | 270 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $834 | 10 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $567 | 5 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||