Schedule 13G/A: Hotchkis & Wiley Holds 21.21M Shares (4.44%) of Kosmos

Rhea-AI Filing Summary

Hotchkis and Wiley Capital Management, LLC reports beneficial ownership of 21,210,674 Kosmos Energy common shares, representing 4.44% of the outstanding class. The filing shows sole voting power over 19,135,974 shares and sole dispositive power over 21,210,674 shares, and notes some clients retain voting power so the adviser can dispose of more shares than it can vote.

The filer is identified as a Delaware investment adviser and certifies the shares were acquired and are held in the ordinary course of business and not for the purpose of influencing control of the issuer. This disclosure is reported on Schedule 13G/A as a passive ownership position.

Insights

Securities Analyst

TL;DR: Hotchkis & Wiley holds a passive 4.44% stake (21.21M shares) in Kosmos, notable but below 5% materiality.

The Schedule 13G/A shows beneficial ownership of 21,210,674 shares, equal to 4.44% of Kosmos Energy's class. The filer reports sole voting power over 19,135,974 shares and sole dispositive power over all reported shares, indicating transactional control over dispositions while some voting rights may remain with clients. From an investor-impact perspective, this is a sizable passive stake but remains below common 5% thresholds that often trigger greater market scrutiny or activist signaling.

Compliance / Governance Analyst

TL;DR: Filing classifies the holder as an investment adviser and affirms passive intent, reducing regulatory/control concerns.

The filing identifies Hotchkis and Wiley as an investment adviser (Type: IA) organized in Delaware and includes a certification that the securities are held in the ordinary course of business and not to change or influence control. The Schedule 13G/A format and the Item 10 certification are consistent with passive reporting obligations and limit implications for corporate control or activist intentions.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Kosmos Energy Ltd.

(Name of Issuer)

Common Stock $0.01 par value

(Title of Class of Securities)

500688106

(CUSIP Number)

06/30/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 500688106

1

Names of Reporting Persons

Hotchkis and Wiley Capital Management, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 19,135,974.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 21,210,674.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

21,210,674.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.44 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Kosmos Energy Ltd.
(b)	Address of issuer's principal executive offices: 8176 Park Lane, Dallas, TX 75231
Item 2.
(a)	Name of person filing: Hotchkis and Wiley Capital Management, LLC
(b)	Address or principal business office or, if none, residence: 601 S. Figueroa Street, 39th Fl, Los Angeles, CA 90017
(c)	Citizenship: Delaware
(d)	Title of class of securities: Common Stock $0.01 par value
(e)	CUSIP No.: 500688106
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-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)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A 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 § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 21,210,674
(b)	Percent of class: 4.44 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 19,135,974
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 21,210,674
	(iv) Shared power to dispose or to direct the disposition of: 0 Note that certain of HWCM's clients have retained voting power over the Common Shares that they beneficially own. Accordingly, HWCM has the power to dispose of more Common Shares than it can vote.
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Hotchkis and Wiley Capital Management, LLC

Signature:	Tina H. Kodama
Name/Title:	Tina H. Kodama | Chief Compliance Officer
Date:	08/13/2025

FAQ

How many Kosmos Energy (KOS) shares does Hotchkis & Wiley report owning?

The filing reports beneficial ownership of 21,210,674 shares of Kosmos Energy common stock.

What percentage of Kosmos Energy does Hotchkis & Wiley's stake represent?

The reported ownership represents 4.44% of the outstanding class of Kosmos Energy common stock.

Does Hotchkis & Wiley have voting control over its KOS holdings?

The filer reports sole voting power over 19,135,974 shares and notes that some clients retained voting power, so the adviser can dispose of more shares than it can vote.

Is this stake reported as passive or intended to influence control?

The Schedule 13G/A includes a certification stating the shares were acquired and are held in the ordinary course of business and not for the purpose of influencing control, indicating a passive holding.

What type of filing and filer classification is used for this disclosure?

The disclosure is a Schedule 13G/A filed by Hotchkis and Wiley Capital Management, LLC, classified as an investment adviser (IA) organized in Delaware.