KOCH INDUSTRIES INC

WICHITA, KS How do I update this listing?

Koch Industries is based out of Wichita. Their last reported 13F filing for Q1 2018 included $979,487,000 in managed 13F securities and a top 10 holdings concentration of 40.73%. Koch Industries's largest holding is PowerShares QQQ Trust - Unit Series 1 with shares held of 580,354. Whalewisdom has at least 80 13F filings, 4 13D filings, and 1 13G filings The firm last filed a Form D notice of exempt offering of securities on 2018-03-08. The notice included securities offered of Equity

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03/31/2018

13F Sector Allocation Over Time

03/31/2018

13F Activity

  • Market Value $979.487 Million
  • Prior Market Value $684.179 Million
  • New Purchases375 stocks
  • Additional Purchases337 stocks
  • Sold out of170 stocks
  • Reduced holdings in148 stocks
  • Top 10 Holdings % 40.73 %
  • Turnover % [1]:62.93%
  • Turnover Alt % [2]: 54.23 %
  • Time Held Top20:1.15 quarters
  • Time Held Top10:1.80 quarters
  • Time Held All:1.41 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2018-05-15

Performance for Q1 2018: -1.94%
Performance Last 4 Quarters: 19.04%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
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Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted
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13F Filings Available:
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR/A (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
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  • 2003-12-31 - 13F-HR/A (Subscription required)
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Form 4 - Non-derivative Insider Transactions Since 03/31/2018

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Form D Filings

Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2018-03-08 D OTHER Equity 48,663,446 48,663,446 0
2017-03-10 D OTHER Equity 45,654,245 45,654,245 0
2016-03-10 D OTHER Equity 26,015,080 26,015,080 0
2015-03-11 D OTHER Equity 65,654,344 65,654,344 0
2014-03-11 D OTHER Equity 21,493,420 21,493,420 0
2013-03-06 D OTHER Equity 309,990,061 0 309,990,061
2012-03-14 D OTHER Equity 9,413,700 9,413,700 0
2011-03-14 D OTHER Equity 17,699,355 17,699,355 0
2010-03-12 D OTHER Equity 22,888,485 22,888,485 0
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
BRADLEY J. RAZOOK subscription required
    DIRECTOR
C. CHASE KOCH subscription required
    DIRECTOR
CHARLES G. KOCH subscription required
    EXECUTIVE OFFICER DIRECTOR
DALE GIBBENS subscription required
    EXECUTIVE OFFICER
DANIEL A. SOLOMON subscription required
    EXECUTIVE OFFICER
DAVID C. DOTSON subscription required
    EXECUTIVE OFFICER
DAVID H. KOCH subscription required
    EXECUTIVE OFFICER DIRECTOR
DAVID J. MAY subscription required
    EXECUTIVE OFFICER
DAVID L. ROBERTSON subscription required
    EXECUTIVE OFFICER DIRECTOR
ELAINE T. MARSHALL subscription required
    DIRECTOR
JAMES B. HANNAN subscription required
    DIRECTOR
JAMES L. MAHONEY subscription required
    EXECUTIVE OFFICER DIRECTOR
JEFFREY N. GENTRY subscription required
    DIRECTOR
JOHN C. PITTENGER subscription required
    EXECUTIVE OFFICER
JOSEPH MOELLER subscription required
    EXECUTIVE OFFICER DIRECTOR
MARK V. HOLDEN subscription required
    EXECUTIVE OFFICER
MARK E. HUMPHREY subscription required
    EXECUTIVE OFFICER
MARTIN P. SLARK subscription required
    DIRECTOR
MATTHEW FLAMINI subscription required
    EXECUTIVE OFFICER
MICHAEL HOFMANN subscription required
    EXECUTIVE OFFICER
PHILIP ELLENDER subscription required
    EXECUTIVE OFFICER
RANDALL A. BUSHMAN subscription required
    EXECUTIVE OFFICER
RICHARD K. DINKEL subscription required
    EXECUTIVE OFFICER
RICHARD H. FINK subscription required
    EXECUTIVE OFFICER DIRECTOR
RONALD D. VAUPEL subscription required
    EXECUTIVE OFFICER
STEPHEN P. MAWER subscription required
    EXECUTIVE OFFICER
STEVE TATUM subscription required
    EXECUTIVE OFFICER
STEVEN J. FEILMEIER subscription required
    EXECUTIVE OFFICER DIRECTOR
STEVEN L. PACKEBUSH subscription required
    EXECUTIVE OFFICER
STEVEN L. PACKENBUSH subscription required
    EXECUTIVE OFFICER
WALTER MALONE subscription required
    EXECUTIVE OFFICER

WhaleScore history for KOCH INDUSTRIES INC

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