AI Portfolio Summary
In 2025 Q4, Koch, Inc. maintained a portfolio of 7 distinct positions. They heavily accumulated shares in GETTY IMAGES HOLDING, increasing their position by 42.8%.
Total Positions
7
Quarter
2025 Q4
Top Holding
KBDC (24.1%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-7 of 7
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
KBDC
KAYNE ANDERSON ...
|
Unknown | 24.14% | 21.44% |
#1
Prev: #1
|
7.0 | no change | no change |
P
S
|
12,181,352 | $174,436,956 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GETY
GETTY IMAGES HO...
|
Unknown | 21.37% | 21.12% |
#2
Prev: #2
|
8.0 | 34,525,639 | 42.8% |
P
S
|
115,259,246 | $154,447,390 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CMP
COMPASS MINERAL...
|
Unknown | 19.12% | 17.85% |
#3
Prev: #3
|
6.0 | no change | no change |
P
S
|
7,034,609 | $138,159,721 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBTA
IBOTTA INC
|
ETF | 13.80% | 16.15% |
#4
Prev: #4
|
5.5 | no change | no change |
P
S
|
4,389,129 | $99,764,902 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SLI
STANDARD LITHIU...
|
Unknown | 8.34% | 6.00% |
#5
2
Prev: #7
|
4.8 | no change | no change |
P
S
|
13,480,083 | $60,255,971 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VIA
VIA TRANSN INC
|
Unknown | 6.83% | 10.80% |
#6
1
Prev: #5
|
3.7 | no change | no change |
P
S
|
1,700,231 | $49,323,701 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CMTG
CLAROS MTG TR I...
|
Unknown | 6.41% | 6.64% |
#7
1
Prev: #6
|
3.6 | no change | no change |
P
S
|
15,126,917 | $46,288,366 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-7 of 7 holdings