§ ENERGY
USD · EnergyKOS
KOSMOS ENERGY LTD
USDSector · EnergyBeta · 0.73
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
173 increased/new, 69 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 0.82 | EPS (TTM) | -1.68 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 47.5M | 0.0% | +1% |
| State Street | 28.2M | 0.0% | +38% |
| Equinox Partners Investment Management LLC | 20.7M | 23.4% | +6% |
| DE Shaw | 20.4M | 0.0% | +242% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 20.1M | 0.2% | −0% |
| TWO SIGMA INVESTMENTS, LP | 18.7M | 0.0% | +385% |
◇ AC INTELLIGENCE
Top institutional owners for KOS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER73.2% · 0 holders
OTHER11.4% · 184 holders
PASSIVE / INDEX5.6% · 10 holders
DEALER / BANK4.1% · 24 holders
DEEP VALUE1.4% · 2 holders
ACTIVIST1.2% · 1 holder
QUALITY / COMPOUNDER1.2% · 18 holders
TACTICAL / MACRO1.1% · 3 holders
SYSTEMATIC / QUANT0.7% · 9 holders
INCOME / DEFENSIVE0.1% · 13 holders
GROWTH / MOMENTUM0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for KOS in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention KOS yet.