SEC 13F Intelligence

Zimmer Partners, LP / KGS

Zimmer Partners, LP’s Kodiak Gas Svcs Inc Position

Does Zimmer Partners, LP own Kodiak Gas Svcs Inc (KGS)? Yes2.38M shares worth $139M (+3.35% of its 13F portfolio) as of Q1 2026, down from 4.27M shares the prior filed quarter.

Position Value
$139M
Q1 2026
Shares
2.38M
% of Portfolio
+3.35%
Quarters Held
12
currently held

Position History KGS

Reported value by quarter
Q2 ’23: $21MQ2 ’23Q3 ’23: $16MQ4 ’23: $12MQ4 ’23Q1 ’24: $15MQ2 ’24: $12MQ2 ’24Q3 ’24: $52MQ4 ’24: $137MQ4 ’24Q1 ’25: $143MQ2 ’25: $147MQ2 ’25Q3 ’25: $108MQ4 ’25: $160MQ4 ’25Q1 ’26: $139Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.38M$139M+3.35%
Q4 20254.27M$160M+4.21%
Q3 20252.93M$108M+2.34%
Q2 20254.29M$147M+3.20%
Q1 20253.82M$143M+2.69%
Q4 20243.35M$137M+2.36%
Q3 20241.78M$52M+0.94%
Q2 2024431.0K$12M+0.22%
Q1 2024557.7K$15M+0.33%
Q4 2023615.2K$12M+0.45%
Q3 2023891.0K$16M+0.41%
Q2 20231.30M$21M+0.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Zimmer Partners, LP’s full portfolio or all institutional holders of KGS.