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What smart money is saying about Kodiak Gas Services, Inc.United States flag

KGS · Energy · Oil & Gas Equipment & Services · Market cap $5.96B

2 funds in our archive have pitched Kodiak Gas Services, Inc. — most recently Conestoga Capital Advisors Small Cap, SMid Cap & Micro Cap Growth Composites in June 2026.

Company profile

Kodiak Gas Services, Inc. (KGS) serves the United States' oil and gas sector by furnishing critical contract compression infrastructure to its clients. The company's business activities are structured into two main divisions: Compression Operations and Other Services. Through its Compression Operations segment, KGS manages both its own and customer-owned compression equipment, which is instrumental in enabling the extraction, collection, and transport of natural gas and oil. The Other Services segment delivers a spectrum of contractual support, including the construction of new facilities, comprehensive maintenance and major repair work, and various additional support offerings billed based on time and materials. Founded in 2010 and headquartered in Montgomery, Texas, the entity originally traded as Frontier TopCo, Inc. Kodiak Gas Services, Inc. presently functions as a subsidiary of Frontier Topco Partnership, L.P.

Fund coverage · 2 theses

  • Conestoga Capital Advisors Small Cap, SMid Cap & Micro Cap Growth Composites
    June 2026

    Kodiak Gas Services, Inc. provides natural gas compression and distributed power solutions, and the thesis is supported by LNG/data-center tailwinds, long-term contracts, and cash flow growth.

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  • Riverwater Small Cap Strategy
    December 2025

    Kodiak Gas Services provides contract compression with long-term contracts and favorable volume tailwinds from LNG, data centers, and electrification.

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