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Kodiak Gas Services, Inc.

KGS Energy
$44.04 $-4.98 (-10.15%)
Market Cap: $4.45 B
Gurus Holding
7
Popularity Rank
#1261
% of Shares Held
1.65%
Net Activity (Q2 2026)
+$16.46 M

Guru Ownership Trend

Guru Analysis for Kodiak Gas Services, Inc. (KGS)

Kodiak Gas Services, Inc. (KGS), a key player in the Energy sector, continues to attract institutional attention.

As of Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $73.29 M.

Top institutional holders include Steve Mandel and Chuck Royce.

Institutional sentiment is currently Bullish. This is evidenced by a $16.46 M net inflow during the quarter.

Recent activity highlights Steve Mandel who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 63.4%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$63.78 M
Total Buy Value
New Buys 1
Additions 2
-$47.32 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
3

FAQs for Kodiak Gas Services, Inc. (KGS)

Major holders include Steve Mandel ($63.49 M), Chuck Royce ($23.37 M), Renaissance Technologies (RenTech) ($23.07 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.66 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $16.46 M, with 3 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited KGS. The total reported sell value was $47.32 M.

Yes, 1 managers opened new positions in KGS, and 2 increased their existing holdings. The total reported buy value was $63.78 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.39% New Buy 845,070 $63.49 M Q2 2026
0.19% Reduce -7.7% 311,031 $23.37 M Q2 2026
0.03% Reduce -63.4% 307,122 $23.07 M Q2 2026
0.03% Reduce -45.8% 83,192 $6.25 M Q2 2026
0.00% Add 5.4% 73,838 $5.55 M Q2 2026
0.01% Reduce -5.2% 38,729 $2.91 M Q2 2026
0.00% Add 1.4% 5,000 $375,650 Q2 2026
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