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
- 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