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Kings Path Partners LLC Historic Quarter Change: USA Stocks, Reduced

Kings Path Partners LLC historic quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), over 8 quarters from 2024-06-30 to 2026-06-30, Kings Path Partners LLC opened 158 positions, added to 125, reduced 172 and sold out of 134.

  • Q2 2026: Stock PDFS; Country of operation United States; Class COM; Shares before 24,500.
  • Q2 2026: Stock PLOW; Country of operation United States; Class COM; Shares before 16,031.
  • Q2 2026: Stock AMZN; Country of operation United States; Class COM; Shares before 1,965.
  • Q2 2026: Stock WTTR; Country of operation United States; Class CL A COM; Shares before 25,980.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2030974), 8 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-08-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-07-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2026-07-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-04); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-06-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026PDFS
PDF SOLUTIONS INC
United StatesCOM24,50019,645-4,855$801,395$1,390,670+$589,2752026-07-14
Q2 2026PLOW
DOUGLAS DYNAMICS INC
United StatesCOM16,0317,626-8,405$674,745$411,423-$263,3222026-07-14
Q2 2026AMZN
AMAZON COM INC
United StatesCOM1,965965-1,000$409,251$229,998-$179,2532026-07-14
Q2 2026WTTR
SELECT WATER SOLUTIONS INC
United StatesCL A COM25,98013,490-12,490$397,494$269,530-$127,9642026-07-14
Q2 2026AGX
ARGAN INC
United StatesCOM822713-109$447,702$569,366+$121,6642026-07-14
Q2 2026CVX
CHEVRON CORPORATION
United StatesCOM2,2882,279-9$473,387$377,767-$95,6202026-07-14
Q2 2026MLAB
MESA LABS INC
United StatesCOM3,4052,433-972$301,070$242,205-$58,8652026-07-14
Q2 2026MU
MICRON TECHNOLOGY INC
United StatesCOM930230-700$314,191$265,487-$48,7042026-07-14
Q2 2026CAT
CATERPILLAR INC
United StatesCOM612-59$43,216$2,130-$41,0862026-07-14
Q2 2026WFC
WELLS FARGO & CO
United StatesCOM40014-386$31,844$1,157-$30,6872026-07-14
Q2 2026COCO
VITA COCO CO INC
United StatesCOM8,7655,920-2,845$419,931$391,549-$28,3822026-07-14
Q2 2026JNJ
JOHNSON & JOHNSON
United StatesCOM1,1851,099-86$289,661$279,113-$10,5482026-07-14
Q2 2026WBI
WATERBRIDGE INFRASTRUCTURE L
United StatesCL A SHS REPSTG11,7259,398-2,327$314,113$322,069+$7,9562026-07-14
Q2 2026MLM
MARTIN MARIETTA MATLS INC
United StatesCOM1816-2$10,596$9,227-$1,3692026-07-14

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