KEX
Kirby Corp
2 super-investors hold KEX worth a combined $117M. The largest position: Alex Roepers at 19.9% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 44 — ranked #78 of 724 scored stocks.
Why super-investors own KEX
KEX attracts minimal attention from the super-investor cohort, with just two of roughly 80 tracked managers holding a combined $117M. The ownership picture is notably bifurcated: Alex Roepers carries KEX at a striking 19.9% of his portfolio ($34M), signaling deep conviction, while Joel Greenblatt holds a token 0.1% position ($83M in dollar terms). Neither manager made any moves in 2026Q1 — no adds, trims, or exits. Cohort interest only emerged one quarter ago, when the count moved from zero to one, making this effectively a one-manager story built around Roepers. Broader cohort interest remains absent, and there is no current evidence of building momentum among other tracked investors.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.1% | 37q | $83M | 625,614 |
| 2 | Alex Roepers | 19.9% | 2q | $34M | 257,000 |
Owners of KEX also hold
Long US equity 13F-HR filings only. CUSIP 497266106. Not investment advice.