ATLANTIC INVESTMENT MANAGEMENT, INC.: KIRBY CORP (KEX): Quarterly 13F Position History
As of Q2 2026, ATLANTIC INVESTMENT MANAGEMENT, INC. reported 186,700 shares of KIRBY CORP (KEX), worth $25.4M and representing 13.2% of its 13F equity book. Quarter-over-quarter share count change: 70,300 (-27.4%) . The position first appeared in Q4 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 186,700Shares Held (Latest Filing)
- $25.4MReported Market Value (Latest Filing)
- 13.2%Portfolio Weight (% of 13F Equity Book)
- 70,300Quarter-over-Quarter Share Change
- -$8.8MQuarter-over-Quarter Value Change
- 257,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 186,700 | 70,300 | -27.4% | $25.4M | 13.2% | $136.0 |
| Q1 2026 | 257,000 | +34,000 | +15.2% | $34.2M | 19.9% | $132.9 |
| Q4 2025 | 223,000 | – | – | $24.6M | 13.8% | $110.2 |
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 rather than 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 3 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 Q1 2026 and Q2 2026, ATLANTIC INVESTMENT MANAGEMENT, INC. reduced its KEX position by 70,300 shares (-27.4%), leaving 186,700 shares at a market value of $25.4M.
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.