1 tracked superinvestor hold KODIAK GAS SVCS INC (KGS), worth $63M combined, led by Stephen Mandel. Smart money is accumulating KGS as of the latest 13F filings.
Current price
$62.59
Kodiak Gas Services, Inc. (KGS) serves the United States' oil and gas sector by furnishing critical contract compression infrastructure to its clients. The company's business activities are structured into two main divisions: Compression Operations and Other Services. Through its Compression Operations segment, KGS manages both its own and customer-owned compression equipment, which is…
Market cap
$6.1B
P/E
77.01
Div yield
3.1%
Revenue YoY
12.8%
Analyst target
$83
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$63M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating KGS: 1 funds added or opened versus 0 trimming. 1 opened a brand-new position.
KODIAK GAS SVCS INC (KGS) is held by 1 tracked funds worth $63M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Stephen Mandel at 0.4% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Stephen Mandel), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 0.4% | $63M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own KGS?
1 tracked funds hold KODIAK GAS SVCS INC (KGS), the largest being Stephen Mandel (Lone Pine Capital) at 0.4% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling KGS?
In the most recent 13F quarter, 1 tracked fund added or opened KGS and 0 trimmed it, including 1 brand-new position.
How much KGS do tracked funds hold?
Combined disclosed long exposure to KGS across tracked superinvestors is $63M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.