ATLANTIC INVESTMENT MANAGEMENT, INC. — KIRBY CORP KEX: Quarterly 13F Position History
ATLANTIC INVESTMENT MANAGEMENT, INC. has reported KIRBY CORP (KEX) on 2 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2025. As of Q1 2026, the position is sized at 257,000 shares ($34.2M market value, 19.89% of the equity book). Quarter-over-quarter share count change: + 34,000 (+15.2%) .
- 257,000Shares Held (Latest Filing)
- $34.2MReported Market Value (Latest Filing)
- 19.89%Portfolio Weight (% of 13F Equity Book)
- +34,000Quarter-over-Quarter Share Change
- +$9.6MQuarter-over-Quarter Value Change
- 257,000Peak Reported Shares (Historical)
Recent initiation: ATLANTIC INVESTMENT MANAGEMENT, INC. first reported KEX on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 257,000 | +34,000 | +15.2% | $34.2M | 19.89% | $132.88 |
| Q4 2025 | 223,000 | — | — | $24.6M | 13.83% | $110.18 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did ATLANTIC INVESTMENT MANAGEMENT, INC. first disclose a KEX position in 13F-HR filings?
ATLANTIC INVESTMENT MANAGEMENT, INC. first reported KIRBY CORP (KEX) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was ATLANTIC INVESTMENT MANAGEMENT, INC.'s most recent quarter-over-quarter share-count change in KEX?
Between Q4 2025 and Q1 2026, ATLANTIC INVESTMENT MANAGEMENT, INC. added 34,000 shares of KEX (+15.2%), bringing the total reported position to 257,000 shares at a market value of $34.2M.
Does the implied price-per-share represent ATLANTIC INVESTMENT MANAGEMENT, INC.'s cost basis in KEX?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.