KIM, LLC MMLP — MARTIN MIDSTREAM PRTNRS L P

Ownership history in KIM, LLC  ·  5 quarters on record

AI Ownership Summary

KIM, LLC reported MARTIN MIDSTREAM PRTNRS L P (MMLP) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.28% in 2026 Q1. The latest visible filing shows MMLP at 0.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MMLP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KIM, LLC's position in MARTIN MIDSTREAM PRTNRS L P, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MMLP was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MMLP stock page KIM, LLC fund profile KIM, LLC full holdings
How KIM, LLC held MMLP — position size vs. price
% of Fund (quarterly)    MMLP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,002,819 +959,719 +2226.7% 0.28% $2.8M 2026-05-12 $2.59
2025 Q4 REDUCED 95.5% +5.8% ❌ 43,100 -906,857 -95.5% 0.01% $112K 2026-02-02 $2.87
2025 Q4 ADDED — — — 949,957 +846,057 +814.3% 0.20% $2.5M 2026-02-02 $2.87
2025 Q3 REDUCED 79.5% -13.5% ✅ 103,900 -402,494 -79.5% 0.03% $317.9M 2025-11-12 $2.59
2025 Q3 INITIATED — — — 506,394 — — 0.14% $1.55B 2025-11-12 $2.59

🏢 Other funds also holding MMLP

As of 2026 Q1 — sorted by position size

De Lisle Partners LLP 0.11% AGP FRANKLIN, LLC 0.02% Annis Gardner Whiting Capital Advisors, LLC 0.02% Meriwether Wealth & Planning, LLC 0.02% LEVIN CAPITAL STRATEGIES, L.P. 3Y 7Y 0.01% Pettinga Financial Advisors LLC 3Y 7Y 0.01% Confluence Wealth Services, Inc. 3Y 0.0% Invesco Ltd. 3Y 7Y 0.0% MONETA GROUP INVESTMENT ADVISORS LLC 3Y 7Y 0.0% Artisan Partners Limited Partnership 3Y 7Y 0.0%

FAQ About KIM, LLC and MMLP

These are the practical questions this page is built to answer before you even open the full history table.

How long has KIM, LLC reported owning MMLP?

KIM, LLC reported MMLP across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported MMLP position in KIM, LLC's portfolio?

The largest reported portfolio weight for MMLP was 0.28% in 2026 Q1.

What is the latest reported MMLP position on this page?

The most recent filing on this page is 2026 Q1, when KIM, LLC reported 1,002,819 shares, equal to 0.28% of portfolio, with an estimated market value of $2.8M.

What does the chart on this MMLP ownership page compare?

The chart compares KIM, LLC's quarterly MMLP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KIM, LLC time their MMLP position?

Based on 13F filing dates vs. subsequent MMLP price moves, KIM, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on MMLP relative to SPY over the holding period was -15.4%.

← Back to KIM, LLC Holdings