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Koch, Inc.

Q2 2025 · Filed 2025-08-14
Market Value
$691M
+49.1%
Holdings
6
+1
New Purchases
1
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
16.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KBDC 26.89% 0.00% +26.89% $186M
CMP 20.44% 14.09% +6.35% $141M
SLI 3.82% 3.69% +0.13% $26M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IBTA 23.23% 39.94% -16.70% $161M
GETY 19.38% 30.12% -10.73% $134M
CMTG 6.24% 12.17% -5.93% $43M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Small Cap 6 $691M 100.0%

Portfolio Analytics

Avg Market Cap
$770M
Median Market Cap
$810M
Avg P/E
96.2
Median P/E
96.2
Avg Dividend Yield
0.01%
Avg Beta
1.04
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 KBDC 26.89% 12,181,352 $186M $15.26 +12,181,352 NEW
2 IBTA 23.23% 4,389,129 $161M $36.60 -$25M
3 CMP 20.44% 7,034,609 $141M $20.09 $76M
4 GETY 19.38% 80,733,607 $134M $1.66 -$6M
5 CMTG 6.24% 15,126,917 $43M $2.85 -$13M
6 SLI 3.82% 13,480,083 $26M $1.96 $9M

New Positions

SymbolValue% Port
KBDC $186M 26.89%
View SEC EDGAR Filings for Koch, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms