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Chuck Royce’s KEX Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q1 2016
+929,400 Shares
Current Position
102,278 Shares
$13.59 M Value

Chuck Royce's KEX Position Overview

Chuck Royce (via Royce & Associates Lp) currently holds 102,278 shares of Kirby Corporation (KEX) worth $13.59 M, representing 0.13% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in KEX, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2016, adding 929,400 shares. Largest reduction occurred in Q1 2020, reducing 386,807 shares.

Analysis based on 13F filings available since 2013 Q2

Chuck Royce's Kirby Corporation (KEX) Holding Value Over Time

Track share changes against reported price movement

Quarterly Kirby Corporation (KEX) Trades by Chuck Royce

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +919 Add 0.91% 102,278 $132.88
Q4 2025 -4,120 Reduce 3.91% 101,359 $110.18
Q3 2025 -60,355 Reduce 36.39% 105,479 $83.45
Q2 2025 +6,352 Add 3.98% 165,834 $113.41
Q1 2025 +11,183 Add 7.54% 159,482 $101.01
Q4 2024 -68,831 Reduce 31.70% 148,299 $105.80
Q3 2024 +5,171 Add 2.44% 217,130 $122.43
Q2 2024 +23,964 Add 12.75% 211,959 $119.73
Q1 2024 +62,043 Add 49.26% 187,995 $95.32
Q4 2023 -85,403 Reduce 40.41% 125,952 $78.48
Q3 2023 -77,509 Reduce 26.83% 211,355 $82.80
Q2 2023 +5,460 Add 1.93% 288,864 $76.95
Q1 2023 -14,670 Reduce 4.92% 283,404 $69.70
Q4 2022 +95,150 Add 46.89% 298,074 $64.35
Q3 2022 +100,720 Add 98.55% 202,924 $60.77
Q2 2022 +6,430 Add 6.71% 102,204 $60.84
Q1 2022 -144,228 Reduce 60.09% 95,774 $72.19
Q4 2021 -99,569 Reduce 29.32% 240,002 $59.42
Q3 2021 -175,678 Reduce 34.10% 339,571 $47.96
Q2 2021 -180,216 Reduce 25.91% 515,249 $60.64
Q1 2021 +56,510 Add 8.84% 695,465 $60.28
Q4 2020 +131,891 Add 26.01% 638,955 $51.83
Q3 2020 -246,092 Reduce 32.67% 507,064 $36.17
Q2 2020 +38,266 Add 5.35% 753,156 $53.56
Q1 2020 -386,807 Reduce 35.11% 714,890 $43.47
Q4 2019 -37,235 Reduce 3.27% 1.1 M $89.53
Q3 2019 +4,604 Add 0.41% 1.14 M $82.16
Q2 2019 -222,352 Reduce 16.39% 1.13 M $79.00
Q1 2019 +12,650 Add 0.94% 1.36 M $75.11
Q4 2018 -8,922 Reduce 0.66% 1.34 M $67.36
Q3 2018 +49,506 Add 3.80% 1.35 M $82.25
Q2 2018 +24,730 Add 1.93% 1.3 M $83.60
Q1 2018 +18,319 Add 1.45% 1.28 M $76.95
Q4 2017 -30,498 Reduce 2.36% 1.26 M $66.80
Q3 2017 -5,655 Reduce 0.44% 1.29 M $65.95
Q2 2017 +800 Add 0.06% 1.3 M $66.85
Q1 2017 -67,500 Reduce 4.95% 1.3 M $70.55
Q4 2016 -70,100 Reduce 4.89% 1.36 M $66.50
Q3 2016 +271,650 Add 23.38% 1.43 M $62.16
Q2 2016 +109,200 Add 10.38% 1.16 M $62.39
Q1 2016 +929,400 Add 755.00% 1.05 M $60.29
Q4 2015 +123,100 New Buy 123,100 $52.62
Q1 2015 -10,100 Sold Out 0 $0.00
Q3 2014 -40,700 Reduce 80.12% 10,100 $117.82
Q1 2014 -338,235 Reduce 86.94% 50,800 $101.26
Q4 2013 -145,700 Reduce 27.25% 389,035 $99.25
Q3 2013 -375,190 Reduce 41.23% 534,735 $86.55
Q2 2013 +909,925 Add 0.00% 909,925 $79.54

Chuck Royce's Kirby Corporation Investment FAQs

Chuck Royce first purchased Kirby Corporation (KEX) in Q2 2013, acquiring 909,925 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Chuck Royce has held Kirby Corporation (KEX) for 50 quarters since Q2 2013.

Chuck Royce's largest addition to Kirby Corporation (KEX) was in Q1 2016, adding 1,052,500 shares worth $63.46 M.

According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 102,278 shares of Kirby Corporation (KEX), valued at approximately $13.59 M.

As of the Q1 2026 filing, Kirby Corporation (KEX) represents approximately 0.13% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.

Chuck Royce's peak holding in Kirby Corporation (KEX) was 1,433,350 shares, as reported at the end of Q3 2016.