Which hedge funds own KGS? KODIAK GAS SVCS INC, Q2 2026 13F holders
59 tracked hedge funds disclosed a position in KGS (KODIAK GAS SVCS INC) in their Q2 2026 13F filings, worth $1.2bn in total. The largest holder by portfolio weight is Ripple Effect Asset Management LP at 13.3% of its book. 22 opened a new position this quarter: Arvin Capital Management LP, Brant Point Investment Management LLC, HITE Hedge Asset Management LLC, Yaupon Capital Management LP. 7 exited: Steadfast Capital Management LP, Dark Forest Capital Management LP, Holocene Advisors, LP.
- 59
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 22
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 7
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $156m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $53.0m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.2bn
- Combined value Sum of the holders' reported positions in the security.
- 4.8%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Steadfast Capital Management LP | 0.8% | $22.5m |
| Dark Forest Capital Management LP | 0.09% | $1.0m |
| Holocene Advisors, LP | 0.05% | $18.8m |
| Voloridge Investment Management, LLC | 0.03% | $7.7m |
| Brevan Howard Capital Management LP | 0.02% | $2.1m |
| Aquatic Capital Management LLC | 0.01% | $266k |
| ExodusPoint Capital Management, LP | 0.01% | $603k |
Ownership over time
Who discovered KGS first? Beta
| Zimmer Partners, LP | Q4 2024 | +3.9 pts |
| Seven Grand Managers, LLC high conviction | Q2 2023 | +2.9 pts |
| Ion Asset Management Ltd. | Q2 2023 | +2.2 pts |
| Ghisallo Capital Management LLC | Q2 2023 | +1.9 pts |
| Aventail Capital Group, LP | Q2 2023 | +1.5 pts |
| HITE Hedge Asset Management LLC | Q2 2023 | +1.4 pts |
| Goldentree Asset Management LP | Q2 2023 | +0.5 pts |
| Encompass Capital Advisors LLC | Q4 2024 | +0.5 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.