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KOCH INDUSTRIES INC

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WICHITA KS
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Koch Industries is based out of Wichita. Their last reported 13F filing for Q1 2024 included $662,373,320 in managed 13F securities and a top 10 holdings concentration of 100.0%. Koch Industries's largest holding is Getty Images Holdings Inc with shares held of 80,733,607. Whalewisdom has at least 110 13F filings, 4 13D filings, 5 13G filings, and 28 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2024-03-08. The notice included securities offered of Equity

2024-03-31

Top Buys (13F)

Name % Change

2024-03-31

Top Sells (13F)

Name % Change
HLTHQ Cue Health Inc 0%

2024-03-31

13F Holdings Summary

Name $ Change
GETY Getty Images Holding 50.58%
CMTG Claros Mortgage Trus 22.29%
CMP Compass Minerals Int 16.72%
LADR Ladder Capital Corp 6.72%
SLI Standard Lithium Ltd 2.4%

2024-03-31

13F Activity

Market Value $0.66b, Prior: $0.89b
Inflows (Outflows) as % of Total MV (-0.0046)%
New Purchases 0 stocks
Added To 0 stocks
Sold out of 1 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % 100%
Turnover %[1] 12.5%
Turnover Alt %[2] 0%
Time Held Top 20 8.2857 quarters
Time Held Top 10 8.2857 quarters
Time Held All 9.57 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-03-31

13F Sector Allocation Over Time

2024-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31

Portfolio Performance