Filed: 5/9/2025ACC: 0000923338-25-000002
π What this filing means
KOCH, INC. filed this quarterly 13FβHR report disclosing 5 equity positions with a total reported market value of $463.79M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$463.79M
Total AUM (reported)
120.76M
Total Shares
Allocation by class
CLASS A COM SHS$185.22M39.9%
CL A COM$139.67M30.1%
COM$82.47M17.8%
COMMON STOCK$56.42M12.2%
Portfolio Concentration
Top 3$390.24M84.1%
4β10$73.54M15.9%
Top 3 weight
84.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 120.76M
Sole
Full voting authority
120.76M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole5
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings5
Rows:
IBOTTA INC
SOLEShares4.39M
TypeSH
Market value$185.22M
39.94%
Sole
4.39M
Shared
0.00
None
0.00
GETTY IMAGES HOLDINGS INC
SOLEShares80.73M
TypeSH
Market value$139.67M
30.12%
Sole
80.73M
Shared
0.00
None
0.00
COMPASS MINERALS INTL INC
SOLEShares7.03M
TypeSH
Market value$65.35M
14.09%
Sole
7.03M
Shared
0.00
None
0.00
CLAROS MTG TR INC
SOLEShares15.13M
TypeSH
Market value$56.42M
12.17%
Sole
15.13M
Shared
0.00
None
0.00
STANDARD LITHIUM LTD
SOLEShares13.48M
TypeSH
Market value$17.12M
3.69%
Sole
13.48M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
IBOTTA INCSOLE | CLASS A COM SHS | 4.39M | SH | $185.22M 39.94% | 4.39M | 0.00 | 0.00 |
GETTY IMAGES HOLDINGS INCSOLE | CL A COM | 80.73M | SH | $139.67M 30.12% | 80.73M | 0.00 | 0.00 |
COMPASS MINERALS INTL INCSOLE | COM | 7.03M | SH | $65.35M 14.09% | 7.03M | 0.00 | 0.00 |
CLAROS MTG TR INCSOLE | COMMON STOCK | 15.13M | SH | $56.42M 12.17% | 15.13M | 0.00 | 0.00 |
STANDARD LITHIUM LTDSOLE | COM | 13.48M | SH | $17.12M 3.69% | 13.48M | 0.00 | 0.00 |