Kings Path Partners LLC

13F filer · CIK 0002030974

Reported Jul 14, 2026

Net buyer this quarter

13F portfolio value$376MU.S. long equity reported on 13F

Positions20757 new · 14 closed

Net flow last quarter+$369KBuys minus sells

Top 10 positions weight3.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 14, 2026207 positions
TRGPTarga Resources Corp.	$3.34M	0.89%	0.01%	Not reported	Q2 2024
BRK.ABerkshire Hathaway Inc	$2.25M	0.60%	Not reported	Not reported	Q2 2024
PDFSPDF Solutions Inc	$1.39M	0.37%	0.05%	-19.8%	Q2 2024
LGNDLigand Pharmaceuticals Inc	$1.25M	0.33%	0.02%	Not reported	Q2 2024
XOMExxonMobil Holdings Corp	$1.13M	0.30%	0.00%	+0.3%	Q2 2024
FNDFSchwab Strategic Trust	$907K	0.24%	Not reported	Not reported	Q2 2024
NVECNve Corp	$774K	0.21%	0.15%	Not reported	Q2 2024
CDNLCardinal Infrastructure Group Inc.	$698K	0.19%	Not reported	New	Q2 2026
SEISolaris Energy Infrastructure, Inc.	$673K	0.18%	Not reported	Not reported	Q3 2025
KRTKarat Packaging Inc.	$670K	0.18%	0.10%	Not reported	Q3 2024
METAMeta Platforms, Inc.	$665K	0.18%	Not reported	Not reported	Q2 2024
IRMDIradimed Corp	$654K	0.17%	0.05%	Not reported	Q2 2024
CVLGCovenant Logistics Group, Inc.	$649K	0.17%	Not reported	+38.0%	Q2 2025
PNTGPennant Group, Inc.	$648K	0.17%	0.05%	Not reported	Q3 2024
MCBMetropolitan Bank Holding Corp.	$638K	0.17%	0.05%	Not reported	Q2 2024
AAPLApple Inc.	$614K	0.16%	0.00%	+56.9%	Q2 2024
BFSTBusiness First Bancshares, Inc.	$608K	0.16%	0.07%	Not reported	Q2 2024
WULFTerawulf Inc.	$606K	0.16%	0.00%	Not reported	Q4 2025
UFPTUfp Technologies Inc	$586K	0.16%	0.03%	Not reported	Q2 2024
AGXArgan Inc	$569K	0.15%	0.01%	-13.3%	Q2 2025
TFINTriumph Financial, Inc.	$554K	0.15%	0.03%	Not reported	Q2 2024
PAHCPhibro Animal Health Corp	$539K	0.14%	0.02%	Not reported	Q1 2025
GRBKGreen Brick Partners, Inc.	$536K	0.14%	0.02%	Not reported	Q2 2024
ANIPAni Pharmaceuticals Inc	$513K	0.14%	0.03%	Not reported	Q2 2024
BRK.BBerkshire Hathaway Inc	$496K	0.13%	Not reported	+3.8%	Q2 2024
PLPCPreformed Line Products Co	$474K	0.13%	0.02%	Not reported	Q1 2026
BLFSBiolife Solutions Inc	$468K	0.12%	0.03%	Not reported	Q2 2024
WLDNWilldan Group, Inc.	$467K	0.12%	0.04%	+106.6%	Q1 2026
LMATLemaitre Vascular Inc	$449K	0.12%	0.02%	Not reported	Q2 2024
GRDNGuardian Pharmacy Services, Inc.	$431K	0.11%	Not reported	Not reported	Q4 2025
TSLATesla, Inc.	$421K	0.11%	0.00%	Not reported	Q1 2025
EEExcelerate Energy, Inc.	$418K	0.11%	Not reported	Not reported	Q3 2024
PLOWDouglas Dynamics, Inc	$411K	0.11%	0.03%	-52.4%	Q4 2024
GLDSPDR Gold Trust	$409K	0.11%	0.00%	+37.1%	Q2 2024
WRBYWarby Parker Inc.	$407K	0.11%	0.01%	Not reported	Q2 2025
COCOVita Coco Company, Inc.	$392K	0.10%	0.01%	-32.5%	Q2 2024
CVXChevron Corp	$378K	0.10%	0.00%	-0.4%	Q2 2024
TTITetra Technologies Inc	$361K	0.10%	0.02%	Not reported	Q4 2025
PWPPerella Weinberg Partners	$352K	0.09%	Not reported	Not reported	Q4 2024
MELIMercadolibre Inc	$339K	0.09%	0.00%	Not reported	Q4 2025
OUSTOuster, Inc.	$336K	0.09%	0.01%	New	Q2 2026
MRKMerck & Co., Inc.	$335K	0.09%	0.00%	+0.3%	Q2 2024
MGRCMcgrath Rentcorp	$332K	0.09%	0.01%	+89.0%	Q3 2025
ORAOrmat Technologies, Inc.	$326K	0.09%	0.00%	New	Q2 2026
WBIWaterBridge Infrastructure LLC	$322K	0.09%	Not reported	-19.9%	Q4 2025
AMSCAmerican Superconductor Corp	$317K	0.08%	0.02%	New	Q2 2026
KRUSKura Sushi USA, Inc.	$301K	0.08%	Not reported	Not reported	Q2 2024
PEGAPegasystems Inc	$288K	0.08%	0.01%	Not reported	Q1 2026
NCNOnCino, Inc.	$281K	0.07%	0.02%	Not reported	Q4 2024
JNJJohnson & Johnson	$279K	0.07%	0.00%	-7.3%	Q2 2024

Q1 2026Reported Aug 21, 2026164 positions
TRGPTarga Resources Corp.	$3.13M	1.08%	0.01%	+30.3%	Q2 2024
BRK.ABerkshire Hathaway Inc	$2.15M	0.74%	Not reported	Not reported	Q2 2024
XOMExxonMobil Holdings Corp	$1.4M	0.48%	0.00%	Not reported	Q2 2024
PAHCPhibro Animal Health Corp	$949K	0.33%	0.02%	Not reported	Q1 2025
FNDFSchwab Strategic Trust	$842K	0.29%	Not reported	-3.1%	Q2 2024
PDFSPDF Solutions Inc	$801K	0.28%	0.06%	Not reported	Q2 2024
LGNDLigand Pharmaceuticals Inc	$791K	0.27%	0.02%	Not reported	Q2 2024
METAMeta Platforms, Inc.	$675K	0.23%	Not reported	+73.5%	Q2 2024
PLOWDouglas Dynamics, Inc	$675K	0.23%	0.07%	Not reported	Q4 2024
IRMDIradimed Corp	$658K	0.23%	0.05%	Not reported	Q2 2024
KRTKarat Packaging Inc.	$559K	0.19%	0.10%	+8.4%	Q3 2024
MCBMetropolitan Bank Holding Corp.	$538K	0.19%	0.05%	Not reported	Q2 2024
PNTGPennant Group, Inc.	$535K	0.18%	0.05%	Not reported	Q3 2024
BFSTBusiness First Bancshares, Inc.	$535K	0.18%	0.07%	Not reported	Q2 2024
LMATLemaitre Vascular Inc	$510K	0.18%	0.02%	-23.6%	Q2 2024
NVECNve Corp	$485K	0.17%	0.15%	Not reported	Q2 2024
ANIPAni Pharmaceuticals Inc	$477K	0.16%	0.03%	Not reported	Q2 2024
CVXChevron Corp	$473K	0.16%	0.00%	-1.3%	Q2 2024
SEISolaris Energy Infrastructure, Inc.	$472K	0.16%	Not reported	-7.8%	Q3 2025
BRK.BBerkshire Hathaway Inc	$458K	0.16%	Not reported	Not reported	Q2 2024
IIIVi3 Verticals, Inc.	$453K	0.16%	Not reported	Not reported	Q2 2024
AGXArgan Inc	$448K	0.15%	0.01%	-52.8%	Q2 2025
TFINTriumph Financial, Inc.	$433K	0.15%	0.03%	+29.4%	Q2 2024
GRBKGreen Brick Partners, Inc.	$432K	0.15%	0.02%	Not reported	Q2 2024
UFPTUfp Technologies Inc	$428K	0.15%	0.03%	Not reported	Q2 2024
COCOVita Coco Company, Inc.	$420K	0.14%	0.02%	Not reported	Q2 2024
AMZNAmazon Com Inc	$409K	0.14%	0.00%	+97.5%	Q2 2024
PEGAPegasystems Inc	$409K	0.14%	0.01%	New	Q1 2026
PWPPerella Weinberg Partners	$401K	0.14%	Not reported	Not reported	Q4 2024
WTTRSelect Water Solutions, Inc.	$397K	0.14%	0.06%	Not reported	Q4 2024
GRDNGuardian Pharmacy Services, Inc.	$388K	0.13%	Not reported	Not reported	Q4 2025
GLIBKLiberty Capital Corp	$372K	0.13%	Not reported	Not reported	Q4 2025
TSLATesla, Inc.	$372K	0.13%	0.00%	+100.0%	Q1 2025
EEExcelerate Energy, Inc.	$367K	0.13%	Not reported	-24.5%	Q3 2024
KRUSKura Sushi USA, Inc.	$365K	0.13%	Not reported	Not reported	Q2 2024
WULFTerawulf Inc.	$354K	0.12%	0.01%	+119.6%	Q4 2025
GLDSPDR Gold Trust	$348K	0.12%	0.00%	+579.8%	Q2 2024
MELIMercadolibre Inc	$346K	0.12%	0.00%	+566.7%	Q4 2025
AAPLApple Inc.	$343K	0.12%	0.00%	-5.5%	Q2 2024
BLFSBiolife Solutions Inc	$316K	0.11%	0.03%	Not reported	Q2 2024
MUMicron Technology Inc	$314K	0.11%	0.00%	+3000.0%	Q2 2025
WBIWaterBridge Infrastructure LLC	$314K	0.11%	Not reported	+69.9%	Q4 2025
MRKMerck & Co., Inc.	$313K	0.11%	0.00%	Not reported	Q2 2024
PLPCPreformed Line Products Co	$313K	0.11%	0.02%	New	Q1 2026
MLABMesa Laboratories Inc	$301K	0.10%	0.06%	Not reported	Q2 2024
JNJJohnson & Johnson	$290K	0.10%	0.00%	Not reported	Q2 2024
CVLGCovenant Logistics Group, Inc.	$289K	0.10%	Not reported	Not reported	Q2 2025
IAUIshares Gold Trust	$285K	0.10%	0.00%	Not reported	Q3 2024
WRBYWarby Parker Inc.	$282K	0.10%	0.01%	-2.0%	Q2 2025
TTITetra Technologies Inc	$272K	0.09%	0.02%	+0.1%	Q4 2025

Q4 2025Reported Jul 14, 2026171 positions
BRK.ABerkshire Hathaway Inc	$2.26M	0.79%	Not reported	Not reported	Q2 2024
TRGPTarga Resources Corp.	$1.77M	0.62%	0.00%	Not reported	Q2 2024
XOMExxonMobil Holdings Corp	$995K	0.35%	0.00%	Not reported	Q2 2024
FNDFSchwab Strategic Trust	$802K	0.28%	Not reported	Not reported	Q2 2024
LGNDLigand Pharmaceuticals Inc	$749K	0.26%	0.02%	Not reported	Q2 2024
PDFSPDF Solutions Inc	$699K	0.24%	0.06%	Not reported	Q2 2024
BPREBluerock Private Real Estate Fund	$690K	0.24%	Not reported	New	Q4 2025
IRMDIradimed Corp	$665K	0.23%	0.05%	Not reported	Q2 2024
PAHCPhibro Animal Health Corp	$641K	0.22%	0.02%	Not reported	Q1 2025
AGXArgan Inc	$546K	0.19%	0.01%	+14.3%	Q2 2025
ADMAAdma Biologics, Inc.	$528K	0.18%	0.01%	Not reported	Q1 2025
PLOWDouglas Dynamics, Inc	$523K	0.18%	0.07%	Not reported	Q4 2024
BFSTBusiness First Bancshares, Inc.	$517K	0.18%	0.07%	Not reported	Q2 2024
IIIVi3 Verticals, Inc.	$511K	0.18%	Not reported	Not reported	Q2 2024
LMATLemaitre Vascular Inc	$496K	0.17%	0.03%	Not reported	Q2 2024
PNTGPennant Group, Inc.	$494K	0.17%	0.05%	Not reported	Q3 2024
MCBMetropolitan Bank Holding Corp.	$493K	0.17%	0.06%	-25.4%	Q2 2024
UFPTUfp Technologies Inc	$491K	0.17%	0.03%	Not reported	Q2 2024
ANIPAni Pharmaceuticals Inc	$489K	0.17%	0.03%	+18.9%	Q2 2024
BRK.BBerkshire Hathaway Inc	$480K	0.17%	Not reported	Not reported	Q2 2024
COCOVita Coco Company, Inc.	$465K	0.16%	0.02%	Not reported	Q2 2024
METAMeta Platforms, Inc.	$449K	0.16%	Not reported	+236.6%	Q2 2024
NCNOnCino, Inc.	$441K	0.15%	0.02%	Not reported	Q4 2024
NVECNve Corp	$439K	0.15%	0.15%	Not reported	Q2 2024
VITLVital Farms, Inc.	$434K	0.15%	0.03%	Not reported	Q2 2024
GRBKGreen Brick Partners, Inc.	$420K	0.15%	0.02%	Not reported	Q2 2024
SEISolaris Energy Infrastructure, Inc.	$417K	0.15%	Not reported	+34.3%	Q3 2025
KRTKarat Packaging Inc.	$416K	0.15%	0.09%	Not reported	Q3 2024
EEExcelerate Energy, Inc.	$408K	0.14%	Not reported	-27.0%	Q3 2024
BLFSBiolife Solutions Inc	$401K	0.14%	0.03%	Not reported	Q2 2024
AAPLApple Inc.	$389K	0.14%	0.00%	-2.4%	Q2 2024
PWPPerella Weinberg Partners	$382K	0.13%	Not reported	Not reported	Q4 2024
GLIBKLiberty Capital Corp	$372K	0.13%	Not reported	New	Q4 2025
OSWONESPAWORLD HOLDINGS Ltd	$362K	0.13%	0.02%	Not reported	Q2 2024
CVXChevron Corp	$353K	0.12%	0.00%	-5.7%	Q2 2024
TFINTriumph Financial, Inc.	$351K	0.12%	0.02%	Not reported	Q2 2024
CCBCoastal Financial Corp	$347K	0.12%	0.02%	Not reported	Q3 2025
GRDNGuardian Pharmacy Services, Inc.	$310K	0.11%	Not reported	New	Q4 2025
TTITetra Technologies Inc	$298K	0.10%	0.02%	New	Q4 2025
WRBYWarby Parker Inc.	$298K	0.10%	0.01%	Not reported	Q2 2025
ODDOddity Tech Ltd	$283K	0.10%	Not reported	New	Q4 2025
WKWorkiva Inc	$278K	0.10%	Not reported	Not reported	Q3 2025
MRKMerck & Co., Inc.	$274K	0.10%	0.00%	Not reported	Q2 2024
KRUSKura Sushi USA, Inc.	$273K	0.10%	Not reported	-41.1%	Q2 2024
WTTRSelect Water Solutions, Inc.	$273K	0.10%	0.06%	Not reported	Q4 2024
MLABMesa Laboratories Inc	$267K	0.09%	0.06%	Not reported	Q2 2024
IAUIshares Gold Trust	$262K	0.09%	0.00%	Not reported	Q3 2024
BOOTBoot Barn Holdings, Inc.	$246K	0.09%	0.00%	-40.0%	Q2 2024
JNJJohnson & Johnson	$245K	0.09%	0.00%	Not reported	Q2 2024
CVLGCovenant Logistics Group, Inc.	$235K	0.08%	Not reported	Not reported	Q2 2025

Q3 2025Reported Jul 13, 2026186 positions
BRK.ABerkshire Hathaway Inc	$2.26M	0.83%	Not reported	Not reported	Q2 2024
TSLATesla, Inc.	$1.78M	0.66%	0.00%	Not reported	Q1 2025
TRGPTarga Resources Corp.	$1.6M	0.59%	0.00%	Not reported	Q2 2024
XOMExxonMobil Holdings Corp	$932K	0.34%	0.00%	Not reported	Q2 2024
FNDFSchwab Strategic Trust	$762K	0.28%	Not reported	Not reported	Q2 2024
LGNDLigand Pharmaceuticals Inc	$701K	0.26%	0.02%	-21.8%	Q2 2024
PAHCPhibro Animal Health Corp	$694K	0.26%	0.02%	-16.7%	Q1 2025
SMCISuper Micro Computer, Inc.	$671K	0.25%	0.00%	Not reported	Q2 2024
IIIVi3 Verticals, Inc.	$658K	0.24%	Not reported	-32.3%	Q2 2024
MCBMetropolitan Bank Holding Corp.	$648K	0.24%	0.08%	Not reported	Q2 2024
PDFSPDF Solutions Inc	$633K	0.23%	0.06%	+7.2%	Q2 2024
VITLVital Farms, Inc.	$559K	0.21%	0.03%	Not reported	Q2 2024
LMATLemaitre Vascular Inc	$536K	0.20%	0.03%	-31.4%	Q2 2024
KRUSKura Sushi USA, Inc.	$527K	0.19%	Not reported	Not reported	Q2 2024
EEExcelerate Energy, Inc.	$502K	0.19%	Not reported	Not reported	Q3 2024
PLOWDouglas Dynamics, Inc	$501K	0.18%	0.07%	Not reported	Q4 2024
GRBKGreen Brick Partners, Inc.	$495K	0.18%	0.02%	+100.0%	Q2 2024
IRMDIradimed Corp	$487K	0.18%	0.05%	-44.7%	Q2 2024
NVECNve Corp	$483K	0.18%	0.15%	+15.4%	Q2 2024
BRK.BBerkshire Hathaway Inc	$480K	0.18%	Not reported	Not reported	Q2 2024
ANIPAni Pharmaceuticals Inc	$478K	0.18%	0.02%	-48.2%	Q2 2024
PWPPerella Weinberg Partners	$470K	0.17%	Not reported	+60.3%	Q4 2024
BFSTBusiness First Bancshares, Inc.	$467K	0.17%	0.07%	Not reported	Q2 2024
NCNOnCino, Inc.	$467K	0.17%	0.01%	+11.6%	Q4 2024
KRTKarat Packaging Inc.	$465K	0.17%	0.09%	Not reported	Q3 2024
PNTGPennant Group, Inc.	$443K	0.16%	0.05%	Not reported	Q3 2024
UFPTUfp Technologies Inc	$441K	0.16%	0.03%	Not reported	Q2 2024
ADMAAdma Biologics, Inc.	$424K	0.16%	0.01%	Not reported	Q1 2025
BLFSBiolife Solutions Inc	$423K	0.16%	0.03%	Not reported	Q2 2024
AGXArgan Inc	$412K	0.15%	0.01%	+98.1%	Q2 2025
BOOTBoot Barn Holdings, Inc.	$385K	0.14%	0.01%	Not reported	Q2 2024
CVXChevron Corp	$382K	0.14%	0.00%	Not reported	Q2 2024
WRBYWarby Parker Inc.	$377K	0.14%	0.01%	Not reported	Q2 2025
AAPLApple Inc.	$373K	0.14%	0.00%	-40.9%	Q2 2024
COCOVita Coco Company, Inc.	$372K	0.14%	0.02%	-32.4%	Q2 2024
OSWONESPAWORLD HOLDINGS Ltd	$369K	0.14%	0.02%	Not reported	Q2 2024
CCBCoastal Financial Corp	$327K	0.12%	0.02%	New	Q3 2025
QNSTQuinstreet, Inc	$321K	0.12%	0.04%	Not reported	Q3 2024
TFINTriumph Financial, Inc.	$280K	0.10%	0.02%	Not reported	Q2 2024
WTTRSelect Water Solutions, Inc.	$278K	0.10%	0.06%	+20.3%	Q4 2024
WKWorkiva Inc	$277K	0.10%	Not reported	New	Q3 2025
SEISolaris Energy Infrastructure, Inc.	$270K	0.10%	Not reported	New	Q3 2025
LMBLimbach Holdings, Inc.	$260K	0.10%	0.02%	-14.8%	Q1 2025
EPMEvolution Petroleum Corp	$260K	0.10%	0.16%	-18.1%	Q2 2024
IAUIshares Gold Trust	$235K	0.09%	0.00%	Not reported	Q3 2024
CVLGCovenant Logistics Group, Inc.	$230K	0.08%	Not reported	Not reported	Q2 2025
MLABMesa Laboratories Inc	$228K	0.08%	0.06%	Not reported	Q2 2024
JNJJohnson & Johnson	$220K	0.08%	0.00%	Not reported	Q2 2024
MRKMerck & Co., Inc.	$218K	0.08%	0.00%	Not reported	Q2 2024
MSFTMicrosoft Corp	$217K	0.08%	0.00%	-10.1%	Q2 2024

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