Orvieto Partners, L.P.

Position in KGS — Kodiak Gas Services, Inc.

CIK 2052484 BOSTON, MA

Position in KGS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,102,212

-$696,039 QoQ

Shares Held

27,981

-41.7% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

1.59%

of 13F equity value

Holder Rank

#180

of 406 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Orvieto Partners, L.P. holds $5,973,984 across 3 Oil & Gas Equipment & Services names. KGS ranks #2 (35.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AESI	Atlas Energy Solutions Inc.	170,000	$2,823,700
2	KGS	Kodiak Gas Services, Inc. This page	27,981	$2,102,212
3	NINE	Nine Energy Service, Inc.	80,559	$1,048,072

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,102,212	27,981	-41.7%	Shares	Sole	2026-08-13
2026-03-31	$2,798,251	47,981	-73.8%	Shares	Sole	2026-05-14
2025-12-31	$6,862,189	183,481	-8.6%	Shares	Sole	2026-02-12
2025-09-30	$7,419,176	200,681	+5.2%	Shares	Sole	2025-11-13
2025-06-30	$6,534,637	190,681	-35.2%	Shares	Sole	2025-08-13
2025-03-31	$10,976,681	294,281	-12.2%	Shares	Sole	2025-05-15
2024-12-31	$13,685,440	335,181	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.