In its Q2 2026 investor letter, Conestoga Capital Advisors highlighted Kodiak Gas Services, Inc. (NYSE:KGS).
Kodiak Gas Services, Inc. (NYSE:KGS), an independent contract compression infrastructure provider for customers in the oil and gas industry, was added to the firm’s Small Cap Composite this quarter
On August 4, 2026, Kodiak Gas Services, Inc. (NYSE:KGS) closed at $59.54 per share, reflecting a market capitalization of $6.01 billion. Kodiak Gas Services, Inc. (NYSE:KGS) posted a one-month return of -14.77%, while its shares gained 86.24% over the past 52 weeks. Conestoga Capital Advisors stated the following regarding Kodiak Gas Services, Inc. (NYSE:KGS) in its Q2 2026 investor letter: “Kodiak Gas Services, Inc. (NYSE:KGS) provides contract natural gas compression and distributed power solutions to energy infrastructure customers.
We believe the company is well positioned to benefit from growing demand for natural gas infrastructure, LNG exports, and power generation supporting AI-related data center development. Long term customer contracts, industry-leading fleet utilization, and expansion into distributed power provide multiple avenues for durable growth and cash flow generation.” Kodiak Gas Services, Inc. (NYSE:KGS) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 38 hedge fund portfolios held Kodiak Gas Services, Inc. (NYSE:KGS) at the end of the first quarter, up from 34 in the previous quarter.