Kodiak Gas Services, Inc. (NYSE:KGS) Q3 2025 Earnings Call Transcript
Operator: Greetings, and welcome to the Kodiak Gas Services Third Quarter 2025 Earnings Conference Call. [Operator Instructions]. Please note, this conference is being recorded.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zimmer Partners Stuart J. Zimmer | 2,931,704 | $108,385,097 | -32% | 2.34% |
| 2. | Encompass Capital Advisors Todd J. Kantor | 1,736,009 | $64,180,253 | +60% | 2.26% |
| 3. | Citadel Investment Group Ken Griffin | 1,388,733 | $51,341,459 | +7617% | 0.01% |
| 4. | Two Sigma Advisors John Overdeck And David Siegel | 949,300 | $35,095,621 | +6% | 0.07% |
| 5. | Yaupon Capital Steve Pattyn | 725,000 | $26,803,250 | 1.03% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $26.12 | 110 | $2,873.20 | 22,004 | 2024-08-16 | Filing | |
| $25.25 | 2,000 | $50,500.00 | 16,375 | 2024-03-12 | Filing | |
| $18.45 | 4,000 | $73,809.20 | 22,375 | 2023-09-01 | Filing | |
| $18.04 | 12,830 | $231,445.50 | 16,180 | 2023-08-24 | Filing | |
| $18.09 | 3,350 | $60,587.43 | 3,350 | 2023-08-23 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.32 | 10,000,000 | $333,210,000.00 | 9,762,573 | 2025-11-12 | Filing | |
| $34.21 | 10,000,000 | $342,110,000.00 | 19,762,573 | 2025-09-08 | Filing | |
| $36.02 | 3,222,338 | $116,052,503.07 | 31,548,985 | 2025-05-12 | Filing | |
| $47.50 | 3,728,677 | $177,112,157.50 | 34,771,323 | 2025-01-30 | Filing | |
| $42.09 | 5,500,000 | $231,473,000.00 | 38,500,000 | 2024-12-12 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 19,762,573 | $730,622,324 | 39.21% | |
| 2. | 9,593,229 | $354,661,675 | 0.01% | |
| 3. | 9,053,126 | $334,694,064 | 0.02% | |
| 4. | 6,305,789 | $233,125,020 | 0.04% | |
| 5. | 4,611,188 | $170,475,620 | 0% |