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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 $3.51B

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.

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Summarize with Warren AI
1
Reported positions
0
Bought
1
Sold
3
Letters

Position history

Between Q4 2025 and Q2 2026, 1 fund letter reported a position in Kodiak Gas Services, Inc.1 trimmed or exited.

Fund letters reporting a position in Kodiak Gas Services, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q2 20261011
Q4 20250001

Fund activity · 1 position · 1 move

  • We trimmed Adeia (ADEA) repeatedly as the shares rerated, with 2026 estimates now largely reflecting the benefits of its AMD license agreement, and we pared StoneX, Digi International, Modine, Kodiak Gas Services, and Atmus for the sizing and funding reasons described earlier in this letter.
    Read the letterKodiak Gas Services, Inc.

Fund coverage · 2 theses

Read every full thesis on Kodiak Gas Services, Inc.

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