Position in KGS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$158,060,071
+$53,259,731 QoQ
Shares Held
2,103,821
+17.1% QoQ
Ownership
2.08%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#13
of 406 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in KGS Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $1,099,959,016 across 38 Oil & Gas Equipment & Services names. KGS ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAL |
Halliburton Co
|
6,164,070 | $209,270,176 | |
| 2 | SEI |
Solaris Energy Infrastructure, Inc.
|
1,979,861 | $159,299,616 | |
| 3 | KGS |
Kodiak Gas Services, Inc.
This page
|
2,103,821 | $158,060,071 | |
| 4 | AROC |
Archrock, Inc.
|
2,682,046 | $109,186,092 | |
| 5 | NOV |
NOV Inc.
|
4,105,593 | $76,158,750 | |
| 6 | FTI |
TechnipFMC plc
|
875,052 | $58,015,947 | |
| 7 | AESI |
Atlas Energy Solutions Inc.
|
3,209,946 | $53,317,203 | |
| 8 | LB |
LandBridge Co LLC
|
518,850 | $41,113,674 |
All Filings in KGS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,060,071 | 2,103,821 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $104,800,340 | 1,796,988 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,786,823 | 903,391 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $35,037,652 | 947,732 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,836,569 | 637,192 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,815,376 | 558,053 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $35,953,632 | 880,569 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $21,586,904 | 744,376 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $13,075,382 | 478,251 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,741,964 | 385,556 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,923,708 | 387,232 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $519,680 | 32,000 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||