Kings Path Partners LLC quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Kings Path Partners LLC opened 51 positions, added to 26, reduced 14, sold out of 14 and left 102 unchanged. The largest increase in value was CDNL (+$698,493); the largest decrease was IIIV (-$453,349).
- PDFS: Country of operation United States; Class COM; Shares 2026-03-31 24,500; Shares 2026-06-30 19,645.
- PLOW: Country of operation United States; Class COM; Shares 2026-03-31 16,031; Shares 2026-06-30 7,626.
- AMZN: Country of operation United States; Class COM; Shares 2026-03-31 1,965; Shares 2026-06-30 965.
- WTTR: Country of operation United States; Class CL A COM; Shares 2026-03-31 25,980; Shares 2026-06-30 13,490.
Two Form 13F-HR filings compared (SEC CIK 2030974): 2026-03-31 (filed 2026-08-21) and 2026-06-30 (filed 2026-07-14). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
PDFS
PDF SOLUTIONS INC | United States | COM | 24,500 | 19,645 | -4,855 | $801,395 | $1,390,670 | +$589,275 |
|---|
PLOW
DOUGLAS DYNAMICS INC | United States | COM | 16,031 | 7,626 | -8,405 | $674,745 | $411,423 | -$263,322 |
|---|
AMZN
AMAZON COM INC | United States | COM | 1,965 | 965 | -1,000 | $409,251 | $229,998 | -$179,253 |
|---|
WTTR
SELECT WATER SOLUTIONS INC | United States | CL A COM | 25,980 | 13,490 | -12,490 | $397,494 | $269,530 | -$127,964 |
|---|
AGX
ARGAN INC | United States | COM | 822 | 713 | -109 | $447,702 | $569,366 | +$121,664 |
|---|
CVX
CHEVRON CORPORATION | United States | COM | 2,288 | 2,279 | -9 | $473,387 | $377,767 | -$95,620 |
|---|
MLAB
MESA LABS INC | United States | COM | 3,405 | 2,433 | -972 | $301,070 | $242,205 | -$58,865 |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 930 | 230 | -700 | $314,191 | $265,487 | -$48,704 |
|---|
CAT
CATERPILLAR INC | United States | COM | 61 | 2 | -59 | $43,216 | $2,130 | -$41,086 |
|---|
WFC
WELLS FARGO & CO | United States | COM | 400 | 14 | -386 | $31,844 | $1,157 | -$30,687 |
|---|
COCO
VITA COCO CO INC | United States | COM | 8,765 | 5,920 | -2,845 | $419,931 | $391,549 | -$28,382 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 1,185 | 1,099 | -86 | $289,661 | $279,113 | -$10,548 |
|---|
WBI
WATERBRIDGE INFRASTRUCTURE L | United States | CL A SHS REPSTG | 11,725 | 9,398 | -2,327 | $314,113 | $322,069 | +$7,956 |
|---|
MLM
MARTIN MARIETTA MATLS INC | United States | COM | 18 | 16 | -2 | $10,596 | $9,227 | -$1,369 |
|---|
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