Which hedge funds own KOS? KOSMOS ENERGY LTD, Q2 2026 13F holders
38 tracked hedge funds disclosed a position in KOS (KOSMOS ENERGY LTD) in their Q2 2026 13F filings, worth $244.0m in total. The largest holder by portfolio weight is Equinox Partners Investment Management LLC at 20.5% of its book. 5 opened a new position this quarter: Plustick Management LLC, Bridgewater Associates, LP, Fulcrum Asset Management LLP, Arrowpoint Investment Partners (Singapore) Pte. Ltd.. 13 exited: Thomist Capital Management, LP, Scientech Research LLC, Nantahala Capital Management, LLC.
- 38
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 5
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 13
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $12.2m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $36.8m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $244m
- Combined value Sum of the holders' reported positions in the security.
- 3.1%
- 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
| Thomist Capital Management, LP | 0.9% | $2.6m |
| Scientech Research LLC | 0.3% | $384k |
| Nantahala Capital Management, LLC | 0.3% | $5.1m |
| Ghisallo Capital Management LLC | 0.3% | $10.2m |
| J. Goldman & Co LP | 0.2% | $4.0m |
| Aventail Capital Group, LP | 0.07% | $1.4m |
| Walleye Capital LLC | 0.04% | $6.4m |
| Militia Capital Management LLC | 0.02% | $69.5k |
| Engineers Gate Manager LP | 0.01% | $560k |
| Jupiter Asset Management Ltd | 0.0% | $726k |
| Arrowstreet Capital, Limited Partnership | 0.0% | $4.8m |
| Y-Intercept (Hong Kong) Ltd | 0.0% | $60.2k |
| Adage Capital Partners GP, L.L.C. | 0.0% | $417k |
Ownership over time
Who discovered KOS first? Beta
| Maple Rock Capital Partners Inc. high conviction | Q1 2022 | +5.4 pts |
| First Sabrepoint Capital Management LP high conviction | Q1 2022 | +2.4 pts |
| Merewether Investment Management, LP | Q4 2021 | +1.4 pts |
| Encompass Capital Advisors LLC | Q3 2017 | +0.2 pts |
| Bain Capital Credit, LP high conviction | Q1 2019 | −0.1 pts |
| Baupost Group LLC | Q2 2014 | −0.6 pts |
| Arosa Capital Management LP | Q2 2018 | −4.1 pts |
| Equinox Partners Investment Management LLC high conviction | Q1 2023 | −26.8 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.