Polymer Capital Management (US) LLC
Position in KGS — Kodiak Gas Services, Inc.
CIK 1973324
NEW YORK, NY
Position in KGS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$732,667
New position
Shares Held
9,752
first reported quarter
Ownership
0.010%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#242
of 406 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Polymer Capital Management (US) LLC holds $7,302,677 across 9 Oil & Gas Equipment & Services names. KGS ranks #6 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFRD |
Weatherford International plc
|
17,121 | $1,395,361 | |
| 2 | FTI |
TechnipFMC plc
|
17,480 | $1,158,924 | |
| 3 | AROC |
Archrock, Inc.
|
28,448 | $1,158,118 | |
| 4 | VTOL |
Bristow Group Inc.
|
20,395 | $842,721 | |
| 5 | PUMP |
ProPetro Holding Corp.
|
56,912 | $816,118 | |
| 6 | KGS |
Kodiak Gas Services, Inc.
This page
|
9,752 | $732,667 | |
| 7 | HAL |
Halliburton Co
|
18,137 | $615,751 | |
| 8 | SLB |
Slb Limited/Nv
|
10,575 | $491,631 |
All Filings in KGS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $732,667 | 9,752 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||