KEX
Kirby Corp
Kirby Corp historical holders
total: 5
Atlantic Investment Management Kirby Corp transactions over time
- Total transactions:
- 4
- New positions:
- 2
- Sold out:
- 1
- Added:
- 1
- Held since:
- 2025 Q4
- Held for:
- 2 quarters
- Latest activity:
- 2026 Q1
Alex Roepers has been an institutional investor in Kirby Corp (KEX) since 2015 Q4. According to 2026 Q1 report, Alex Roepers holds 257,000 shares with a market value of roughly $34.15M representing 19.89% of their equity portfolio. The fund/company first acquired KEX in 2015 Q4, initially purchasing 105,301 shares. Alex Roepers later completely sold out the position and reinvested in KEX again in 2025 Q4. Since the initial investment, Atlantic Investment Management has made 3 more transactions in this position.
Does Alex Roepers still hold KEX?
Yes, Alex Roepers continues to hold Kirby Corp (KEX). According to their 2026 Q1 report, they maintain a position of 257,000 shares valued at approximately $34.15M, representing 19.89% of their equity portfolio.
When did Alex Roepers first invest in KEX?
Alex Roepers first invested in Kirby Corp (KEX) in 2015 Q4 at the reported quarter-end price of $52.62 per share, acquiring 105,301 shares in their initial purchase.
What is Alex Roepers's average cost basis for KEX?
Based on historical transaction data, Alex Roepers's estimated cost basis for Kirby Corp (KEX) is approximately $113.18 per share. This represents their average reported price* across all buy transactions.
Has Alex Roepers reinvested in KEX after selling?
Yes, Alex Roepers has shown renewed interest in Kirby Corp (KEX). After completely selling their position, they reinitiated an investment in 2025 Q4, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $113.18
KEX transactions history by Atlantic Investment Management
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
19.89%
|
257,000
|
$132.88
|
$34,150,160
|
+15.25% (+34,000)
|
+2.63%
|
|
2025 Q4
|
13.83%
|
223,000
|
$110.18
|
$24,570,140
|
new
|
+13.83%
|
|
2016 Q1
|
0.00%
|
$52.62
|
-100% (-105,301)
|
|||
|
2015 Q4
|
0.57%
|
$52.62
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.