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Joel Greenblatt’s KEX Holdings & Trades

First Buy
Q1 2014
Duration Held
32 Quarters
Largest Add
Q1 2014
+168,934 Shares
Current Position
104,719 Shares
$11.54 M Value

Joel Greenblatt's KEX Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 104,719 shares of Kirby Corporation (KEX) worth $11.54 M, representing 0.04% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 32 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in KEX, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2015, adding 100,117 shares. Largest reduction occurred in Q4 2017, reducing 184,333 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Kirby Corporation (KEX) Holding Value Over Time

Track share changes against reported price movement

Quarterly Kirby Corporation (KEX) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2014 +168,934 New Buy 168,934 $101.25
Q2 2014 -145,006 Reduce 85.84% 23,928 $117.14
Q3 2014 -665 Reduce 2.78% 23,263 $117.87
Q4 2014 -12,225 Reduce 52.55% 11,038 $80.72
Q1 2015 -11,038 Sold Out 0 $0.00
Q4 2015 +100,117 New Buy 100,117 $52.62
Q1 2016 -54,001 Reduce 53.94% 46,116 $60.28
Q2 2016 -42,287 Reduce 91.70% 3,829 $62.42
Q3 2016 -3,829 Sold Out 0 $0.00
Q1 2017 +19,346 New Buy 19,346 $70.56
Q2 2017 +85,428 Add 441.58% 104,774 $66.85
Q3 2017 +79,559 Add 75.93% 184,333 $65.95
Q4 2017 -184,333 Sold Out 0 $0.00
Q4 2018 +19,235 New Buy 19,235 $67.38
Q1 2019 -19,235 Sold Out 0 $0.00
Q4 2019 +9,317 New Buy 9,317 $89.51
Q1 2020 +8,174 Add 87.73% 17,491 $43.45
Q2 2020 +14,954 Add 85.50% 32,445 $53.57
Q3 2020 -32,445 Sold Out 0 $0.00
Q1 2022 +3,087 New Buy 3,087 $72.24
Q2 2022 -3,087 Sold Out 0 $0.00
Q1 2023 +11,943 New Buy 11,943 $69.70
Q2 2023 -11,943 Sold Out 0 $0.00
Q3 2023 +14,471 New Buy 14,471 $82.80
Q4 2023 -14,471 Sold Out 0 $0.00
Q2 2024 +15,811 New Buy 15,811 $119.73
Q3 2024 -15,811 Sold Out 0 $0.00
Q4 2024 +10,025 New Buy 10,025 $105.80
Q1 2025 +20,173 Add 201.23% 30,198 $101.01
Q2 2025 -7,017 Reduce 23.24% 23,181 $113.41
Q3 2025 -17,451 Reduce 75.28% 5,730 $83.45
Q4 2025 +98,989 Add 1727.56% 104,719 $110.18

Joel Greenblatt's Kirby Corporation Investment FAQs

Joel Greenblatt first purchased Kirby Corporation (KEX) in Q1 2014, acquiring 168,934 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Kirby Corporation (KEX) for 32 quarters since Q1 2014.

Joel Greenblatt's largest addition to Kirby Corporation (KEX) was in Q1 2014, adding 168,934 shares worth $17.1 M.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 104,719 shares of Kirby Corporation (KEX), valued at approximately $11.54 M.

As of the Q4 2025 filing, Kirby Corporation (KEX) represents approximately 0.04% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Kirby Corporation (KEX) was 184,333 shares, as reported at the end of Q3 2017.