Koch Industries

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

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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
Boxed (BOXD) 1.6 $23M 2.3M 10.15
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
MetLife (MET) 0.0 $266k 3.8k 70.22

Past Filings by Koch Industries

SEC 13F filings are viewable for Koch Industries going back to 2011

View all past filings