Geopolitics Alpha

Kodiak Gas Services (KGS): filings, insider buys & geopolitical news

KGS geopolitical news and exposure. KGS appears in 0 Geopolitics Alpha notes. No notes are stored for this page yet.

Government contracts

No federal prime contract obligations are matched to Kodiak Gas Services in USAspending.gov for the last five years, and no Department of Defense contract announcements name it in the past year. See the largest government contractors.

KGS share price, last 12 months

Close $53.56 on Oct 8, 2026, +49.6% since Oct 24, 2025 (range $32.95 to $75.89, daily closes).

Company facts

Ticker
KGS (NYSE)
Sector
Energy
Industry (SEC SIC code)
Natural Gas Transmission (4922)

Industry from the SEC Standard Industrial Classification code on the company's EDGAR filings.

What changed for Kodiak Gas Services (KGS)

Latest SEC filings

None on record yet.

Latest fund & insider buys and sales

None on record yet.

Held by superinvestors

2 of the tracked billionaire portfolios reported KGS in their latest 13F. 13F data is delayed up to 45 days after quarter end; not advice.

Manager% of portfolioValueChangeQuarter
Stephen Mandel Lone Pine Capital0.39%$63.5MNew positionQ2 2026
Ray Dalio Bridgewater Associates0.03%$6.3MReduced 46%Q2 2026

Latest geopolitical & market news

None on record yet.

Peers: Natural Gas Transmission

Biggest government contractors in Energy: BP p.l.c ($837.6M), Phillips 66 ($615.8M), Marathon Petroleum ($597.5M), Valero Energy ($471.5M), Chevron ($392.4M), Par Pacific Holdings ($242.8M), Valaris ($56.4M), Oceaneering International ($53.8M).

Congressional trades in KGS

Trades in KGS that members of Congress have publicly reported, newest filing first.

No congressional trades are stored for this view yet.

All congressional stock trades →

Geopolitical news for KGS

Everything on KGS, newest first

No original notes are listed on this page yet.

Frequently asked questions

Does Kodiak Gas Services have government contracts?

No federal prime contract obligations are matched to Kodiak Gas Services (KGS) in USAspending.gov for the last five years. Subcontracts are not included.

Where does the contract data come from?

USAspending.gov (the official source of U.S. federal spending data) and the Department of Defense's daily contract announcements. Both are public domain and refreshed daily here.

What geopolitical news affects KGS?

This page lists every Geopolitics Alpha note that names KGS as exposed to an event, with the reason it is exposed.

Has Congress traded KGS?

The table above lists trades in KGS that members of Congress have publicly reported, with a link to each official filing.

Is this investment advice?

No. We show news, exposure and past price moves. Nothing here is a recommendation.