Vaughan Nelson Amends Kosmos Energy Stake, Passive Investment

TL;DR

**Vaughan Nelson updated their passive stake in Kosmos Energy as of year-end 2023.**

AI Summary

Vaughan Nelson Investment Management, L.P. filed an Amendment No. 5 to Schedule 13G on January 26, 2024, indicating a change in their ownership of Kosmos Energy Ltd. common shares as of December 31, 2023. This filing, under Rule 13d-1(b), updates their previous disclosures regarding their passive investment in the oil and natural gas company. This matters to investors because it provides transparency into institutional ownership changes, which can sometimes signal shifts in market sentiment or investment strategies towards Kosmos Energy Ltd.

Why It Matters

This filing shows an institutional investor's updated position in Kosmos Energy Ltd., offering insight into how large funds are allocating capital in the energy sector. Changes in such holdings can influence investor perception and potentially stock price.

Risk Assessment

Risk Level: low — This is a routine amendment to a passive investment filing, indicating no immediate significant risk or major strategic shift.

Analyst Insight

Investors should note that this is a routine update from a passive institutional investor. While it doesn't signal an aggressive move, it confirms continued institutional interest in Kosmos Energy Ltd. Monitor future 13F filings for more detailed holdings data.

Key Players & Entities

• Vaughan Nelson Investment Management, L.P. (company) — the reporting person filing the SC 13G/A
• Kosmos Energy Ltd. (company) — the subject company whose securities are being reported
• December 31, 2023 (date) — the date of the event requiring the filing
• January 26, 2024 (date) — the filing date of the SC 13G/A

Forward-Looking Statements

• Vaughan Nelson will continue to hold a passive investment in Kosmos Energy Ltd. for the foreseeable future. (Vaughan Nelson Investment Management, L.P.) — high confidence, target: December 31, 2024

FAQ

Filing Documents

• kos13g4q2022.htm (SC 13G/A) — 131KB
• 0000945621-24-000128.txt ( ) — 133KB

(a)

Item 1(a). Name of Issuer : Kosmos Energy Ltd.

(b)

Item 1(b). Address of Issuer's Principal Executive Offices : 8176 Park Lane Suite 500 Dallas, Texas 75231

(a)

Item 2(a). Name of Person(s) Filing : Vaughan Nelson Investment Management, L.P. ("Vaughan Nelson") Vaughan Nelson Investment Management, Inc. ("General Partner")

(b)

Item 2(b). Address of Principal Business Office or, if None, Residence : Both Vaughan Nelson and the General Partner maintain their principal offices at: 600 Travis Street, Suite 3800 Houston, Texas 77002

(c)

Item 2(c). Citizenship : Vaughan Nelson is a Delaware limited partnership. The General Partner is a Delaware corporation.

(d)

Item 2(d). Title of Class of Securities : Common Shares

(e)

Item 2(e). CUSIP Number : 500688106 Item 3. If this Statement is Filed Pursuant to Rule 13d-1(b), or 13d-2(b) or (c), Check Whether the Person Filing is a : (a) Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o); (b) Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c); (c) Insurance company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c); (d) Investment company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8); (e) Investment adviser in accordance with Section 240.13d-1(b)(1)(ii)(E); (f) Employee benefit plan or endowment fund in accordance with Section 240.13d-1(b)(1)(ii)(F); (g) Parent holding company or control person in accordance with Section 240.13d-1(b)(1)(ii)(G); (h) Savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) Church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); (j) A non-U.S. institution in accordance with Section 240.13d-1(b)(1)(ii)(J); (k) Group, in accordance with Section 240.13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with Section 240.13d-1(b)(1)(ii)(J), please specify the type of institution: ____________________________ . CUSIP 500688106 Page 5 of 7 Pages Item 4. By reason of investment advisory relationships with the person who owns the shares, Vaughan Nelson may be deemed to be the beneficial owner of the reported shares of the Issuer's common shares. Vaughan Nelson Investment Management, Inc., as General Partner of Vaughan Nelson, may be deemed the indirect beneficial owner of the reported shares of the Issuer's common shares. Both Vaughan Nelson and Vaughan Nelson Investment Management, Inc. disclaim beneficial ownership of the reported shares of the Issuer's common shares. (a) Amount beneficially owned: 26,517,260 (b) Percent of c

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