Chuck Royce's KEX Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 101,359 shares of Kirby Corporation (KEX) worth $11.17 M, representing 0.11% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 49 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 |
|---|---|---|---|---|
| Q2 2013 | +909,925 | Add 0.00% | 909,925 | $79.54 |
| Q3 2013 | -375,190 | Reduce 41.23% | 534,735 | $86.55 |
| Q4 2013 | -145,700 | Reduce 27.25% | 389,035 | $99.25 |
| Q1 2014 | -338,235 | Reduce 86.94% | 50,800 | $101.26 |
| Q3 2014 | -40,700 | Reduce 80.12% | 10,100 | $117.82 |
| Q1 2015 | -10,100 | Sold Out | 0 | $0.00 |
| Q4 2015 | +123,100 | New Buy | 123,100 | $52.62 |
| Q1 2016 | +929,400 | Add 755.00% | 1.05 M | $60.29 |
| Q2 2016 | +109,200 | Add 10.38% | 1.16 M | $62.39 |
| Q3 2016 | +271,650 | Add 23.38% | 1.43 M | $62.16 |
| Q4 2016 | -70,100 | Reduce 4.89% | 1.36 M | $66.50 |
| Q1 2017 | -67,500 | Reduce 4.95% | 1.3 M | $70.55 |
| Q2 2017 | +800 | Add 0.06% | 1.3 M | $66.85 |
| Q3 2017 | -5,655 | Reduce 0.44% | 1.29 M | $65.95 |
| Q4 2017 | -30,498 | Reduce 2.36% | 1.26 M | $66.80 |
| Q1 2018 | +18,319 | Add 1.45% | 1.28 M | $76.95 |
| Q2 2018 | +24,730 | Add 1.93% | 1.3 M | $83.60 |
| Q3 2018 | +49,506 | Add 3.80% | 1.35 M | $82.25 |
| Q4 2018 | -8,922 | Reduce 0.66% | 1.34 M | $67.36 |
| Q1 2019 | +12,650 | Add 0.94% | 1.36 M | $75.11 |
| Q2 2019 | -222,352 | Reduce 16.39% | 1.13 M | $79.00 |
| Q3 2019 | +4,604 | Add 0.41% | 1.14 M | $82.16 |
| Q4 2019 | -37,235 | Reduce 3.27% | 1.1 M | $89.53 |
| Q1 2020 | -386,807 | Reduce 35.11% | 714,890 | $43.47 |
| Q2 2020 | +38,266 | Add 5.35% | 753,156 | $53.56 |
| Q3 2020 | -246,092 | Reduce 32.67% | 507,064 | $36.17 |
| Q4 2020 | +131,891 | Add 26.01% | 638,955 | $51.83 |
| Q1 2021 | +56,510 | Add 8.84% | 695,465 | $60.28 |
| Q2 2021 | -180,216 | Reduce 25.91% | 515,249 | $60.64 |
| Q3 2021 | -175,678 | Reduce 34.10% | 339,571 | $47.96 |
| Q4 2021 | -99,569 | Reduce 29.32% | 240,002 | $59.42 |
| Q1 2022 | -144,228 | Reduce 60.09% | 95,774 | $72.19 |
| Q2 2022 | +6,430 | Add 6.71% | 102,204 | $60.84 |
| Q3 2022 | +100,720 | Add 98.55% | 202,924 | $60.77 |
| Q4 2022 | +95,150 | Add 46.89% | 298,074 | $64.35 |
| Q1 2023 | -14,670 | Reduce 4.92% | 283,404 | $69.70 |
| Q2 2023 | +5,460 | Add 1.93% | 288,864 | $76.95 |
| Q3 2023 | -77,509 | Reduce 26.83% | 211,355 | $82.80 |
| Q4 2023 | -85,403 | Reduce 40.41% | 125,952 | $78.48 |
| Q1 2024 | +62,043 | Add 49.26% | 187,995 | $95.32 |
| Q2 2024 | +23,964 | Add 12.75% | 211,959 | $119.73 |
| Q3 2024 | +5,171 | Add 2.44% | 217,130 | $122.43 |
| Q4 2024 | -68,831 | Reduce 31.70% | 148,299 | $105.80 |
| Q1 2025 | +11,183 | Add 7.54% | 159,482 | $101.01 |
| Q2 2025 | +6,352 | Add 3.98% | 165,834 | $113.41 |
| Q3 2025 | -60,355 | Reduce 36.39% | 105,479 | $83.45 |
| Q4 2025 | -4,120 | Reduce 3.91% | 101,359 | $110.18 |
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 49 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 Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 101,359 shares of Kirby Corporation (KEX), valued at approximately $11.17 M.
As of the Q4 2025 filing, Kirby Corporation (KEX) represents approximately 0.11% 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.