Latest statistics and disclosures from Koch Industries's latest quarterly 13F-HR filing:
- Top 5 stock holdings are OWL, CMTG, GFS, SLI, VST, and represent 85.63% of Koch Industries's stock portfolio.
- Added to shares of these 1 stocks: ASPN (+$62M).
- Started 1 new stock positions in ASPN.
- Reduced shares in these 4 stocks: OWL (-$2.2B), GFS (-$183M), AI (-$64M), HLTH (-$24M).
- Sold out of its positions in AI.
- Koch Industries was a net seller of stock by $-2.5B.
- Koch Industries has $1.5B in assets under management (AUM), dropping by -15.61%.
- Central Index Key (CIK): 0000923338
Tip: Access up to 7 years of quarterly data
Positions held by Koch Industries consolidated in one spreadsheet with up to 7 years of dataDownload as csv Download as Excel
Portfolio Holdings for Koch Industries
Companies in the Koch Industries portfolio as of the March 2022 quarterly 13F filing
|Company (Ticker)||Portfolio Weight||Valued At||Change in Shares||Share Count||Share Price|
|Blue Owl Capital Com Cl A (OWL)||37.8||$560M||-80%||7.2M||78.08|
|Claros Mtg Tr Common Stock (CMTG)||17.5||$259M||15M||17.14|
|Globalfoundries Ordinary Shares (GFS)||14.5||$215M||-46%||3.4M||62.42|
|Standard Lithium Corp equities (SLI)||8.0||$119M||14M||8.80|
|Vistra Energy (VST)||7.7||$114M||4.9M||23.25|
|Aspen Aerogels (ASPN)||4.2||$62M||NEW||1.8M||34.48|
|Ladder Cap Corp Cl A (LADR)||3.2||$48M||4.0M||11.87|
|Desktop Metal Com Cl A (DM)||3.0||$45M||9.4M||4.74|
|Cue Health (HLTH)||2.3||$34M||-41%||5.3M||6.45|
|Nano Dimension Sponsord Ads New (NNDM)||0.1||$1.2M||329k||3.56|
|Lightspeed Commerce Sub Vtg Shs (LSPD)||0.0||$414k||14k||30.47|
Past Filings by Koch Industries
SEC 13F filings are viewable for Koch Industries going back to 2011
- Koch Industries 2022 Q1 filed May 13, 2022
- Koch Industries 2021 Q4 filed Feb. 11, 2022
- Koch Industries 2021 Q3 filed Nov. 15, 2021
- Koch Industries 2021 Q2 filed Aug. 13, 2021
- Koch Industries 2021 Q1 filed May 14, 2021
- Koch Industries 2020 Q4 amended filed May 3, 2021
- Koch Industries 2020 Q4 restated filed Feb. 17, 2021
- Koch Industries 2020 Q4 filed Feb. 12, 2021
- Koch Industries 2020 Q3 filed Nov. 13, 2020
- Koch Industries 2020 Q2 filed Aug. 13, 2020
- Koch Industries 2020 Q1 filed May 14, 2020
- Koch Industries 2019 Q4 filed Feb. 13, 2020
- Koch Industries 2019 Q3 filed Nov. 13, 2019
- Koch Industries 2019 Q2 filed Aug. 13, 2019
- Koch Industries 2019 Q1 filed May 14, 2019
- Koch Industries 2018 Q4 filed Feb. 13, 2019