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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 Q4 2023 included $888,746,960 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 109 13F filings, 4 13D filings, 5 13G filings, and 25 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

2023-12-31

Top Buys (13F)

Name % Change

2023-12-31

Top Sells (13F)

Name % Change
VST Vistra Energy Corp 14.25%
HLTH Cue Health Inc 0.08%

2023-12-31

13F Holdings Summary

Name $ Change
GETY Getty Images Holding 47.69%
CMTG Claros Mortgage Trus 23.2%
CMP Compass Minerals Int 20.04%
LADR Ladder Capital Corp 5.18%
SLI Standard Lithium Ltd 3.06%

2023-12-31

13F Activity

Market Value $0.89b, Prior: $1.15b
New Purchases 0 stocks
Added To 0 stocks
Sold out of 1 stocks
Reduced holdings in 1 stocks
Top 10 Holdings % 100%
Turnover %[1] 12.5%
Turnover Alt %[2] 0%
Time Held Top 20 7.5 quarters
Time Held Top 10 7.5 quarters
Time Held All 8.63 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.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance