Ripple Effect Asset Management LP
Position in KGS — Kodiak Gas Services, Inc.
CIK 2031590
New York, NY
Position in KGS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$22,586,331
-$4,124,229 QoQ
Shares Held
300,630
-34.4% QoQ
Ownership
0.297%
of shares outstanding
% of Portfolio
13.34%
of 13F equity value
Holder Rank
#62
of 406 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KGS Over Time
Shares Held
Position Value (USD)
Derivatives in KGS
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$42,579,432
PutShares
730,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Ripple Effect Asset Management LP holds $33,070,269 across 2 Oil & Gas Equipment & Services names. KGS ranks #1 (68.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KGS |
Kodiak Gas Services, Inc.
This page
|
300,630 | $22,586,331 | |
| 2 | SEI |
Solaris Energy Infrastructure, Inc.
|
130,300 | $10,483,938 |
All Filings in KGS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,586,331 | 300,630 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $26,710,560 | 458,000 | Shares | Sole | 2026-05-14 | |
| 2026-03-31 | $42,579,432 | 730,100 | Put | Sole | 2026-05-14 | |
| 2025-12-31 | $40,990,400 | 1,096,000 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $37,441,140 | 1,001,100 | Put | Sole | 2026-02-13 | |
| 2025-09-30 | $13,346,170 | 361,000 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $16,636,500 | 450,000 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $15,527,400 | 420,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,424,250 | 275,000 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $6,854,000 | 200,000 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||