Position in KEX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$92,725,922
+$19,323,345 QoQ
Shares Held
697,817
+4.7% QoQ
Ownership
1.30%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.99971339190648.ToString("F0")%
Shared 0.ToString("F0")%
None 0.0002866080935259531.ToString("F0")%
Common Shares in KEX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $234,663,799 across 13 Marine Shipping names. KEX ranks #1 (39.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEX |
Kirby Corp
This page
|
697,817 | $92,725,922 | |
| 2 | MATX |
Matson, Inc.
|
373,273 | $61,194,375 | |
| 3 | ZIM |
ZIM Integrated Shipping Services Ltd.
|
1,600,110 | $42,162,898 | |
| 4 | GNK |
Genco Shipping & Trading Ltd
|
693,902 | $15,647,490 | |
| 5 | GSL |
Global Ship Lease, Inc.
|
223,950 | $8,337,658 | |
| 6 | SFL |
SFL Corp Ltd.
|
494,310 | $5,333,604 | |
| 7 | CMRE |
Costamare Inc.
|
188,920 | $3,192,748 | |
| 8 | ASC |
Ardmore Shipping Corp
|
175,919 | $2,682,764 |
All Filings in KEX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $92,725,922 | 697,817 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $73,402,577 | 666,206 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $56,254,312 | 674,108 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $77,793,362 | 685,948 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $69,347,203 | 686,538 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $73,123,246 | 691,146 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $85,584,936 | 699,052 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $65,481,055 | 546,906 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $52,527,039 | 551,060 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $42,285,024 | 538,800 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $44,994,016 | 543,406 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $40,066,402 | 520,681 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $37,245,310 | 534,366 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $34,760,196 | 540,174 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $34,383,726 | 565,801 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $35,610,625 | 585,316 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $41,619,484 | 576,527 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $20,849,408 | 350,882 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $16,467,066 | 343,350 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $20,595,102 | 339,629 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $19,860,270 | 329,467 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $17,551,659 | 338,639 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $11,976,899 | 331,128 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $24,482,115 | 457,097 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $18,915,622 | 435,142 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||