Position in KEX
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$3,478,248
+$1,233,772 QoQ
Shares Held
25,581
+51.4% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#144
of 464 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in KEX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $5,587,939 across 8 Marine Shipping names. KEX ranks #1 (62.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEX |
Kirby Corp
This page
|
25,581 | $3,478,248 | |
| 2 | MATX |
Matson, Inc.
|
4,108 | $789,680 | |
| 3 | GSL |
Global Ship Lease, Inc.
|
10,238 | $384,948 | |
| 4 | SFL |
SFL Corp Ltd.
|
22,758 | $232,131 | |
| 5 | ASC |
Ardmore Shipping Corp
|
16,263 | $227,844 | |
| 6 | CMRE |
Costamare Inc.
|
12,951 | $181,573 | |
| 7 | PANL |
Pangaea Logistics Solutions Ltd.
|
27,465 | $178,522 | |
| 8 | SB |
Safe Bulkers, Inc.
|
18,224 | $114,993 |
All Filings in KEX
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,478,248 | 25,581 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $2,244,476 | 16,891 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,356,095 | 12,308 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,086,769 | 13,023 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,644,558 | 14,501 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,374,342 | 13,606 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,379,103 | 13,035 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,580,693 | 12,911 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,530,029 | 12,779 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $922,411 | 9,677 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $428,029 | 5,454 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $391,230 | 4,725 | Shares | Sole | 2023-11-15 | |
| 2023-03-31 | $425,936 | 6,111 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $212,741 | 3,306 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||