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Koch, Inc.
Koch, Inc. is a Kansas-incorporated holding company and the new top-level parent of Koch Industries and its subsidiaries, structured as part of an internal reorganization completed in 2024. Headquartered in Wichita, Kansas, Koch, Inc. acts as the central entity overseeing one of the largest privately held conglomerates in the United States, active in areas such as refining, chemicals, biofuels, fertilizers, polymers, fibers, minerals, energy, and investments. The firm traces its lineage to Koch Industries, originally founded in 1940, and via its new structure continues to manage multi-sector investments and industrial operations, with Charles G. Koch serving as a key executive. Koch Industries employs over 120,000 people worldwide, though the specific count under Koch, Inc. may differ due to holding company status.
Investment Strategy
Koch, Inc., as the holding company for Koch Industries, maintains a diversified investment and management strategy centered on long-term value creation. The firm seeks strategic control or significant influence across a wide array of industrial, energy, manufacturing, and financial assets. Koch's approach emphasizes capital discipline, operational excellence, and continuous reinvestment in innovation, applying a market-based management philosophy. Investment decisions are guided by risk assessment, value addition, and a focus on sustainable competitive advantages in both core industrial sectors and opportunistic acquisitions or reorganizations.
Latest 13F Filing Activity
Koch, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 6 equity positions with a total 13F market value of $691M. The fund increased holdings in Kayne Anderson BDC Inc., Compass Minerals Intl Inc., Standard Lithium LTD among other positions. Koch, Inc. reduced exposure to Ibotta Inc., Claros MTG TR Inc., Getty Images Holdings Inc. among others.
Top Holdings
Equity Positions (6)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
K KBDC | KAYNE ANDERSON BDC INC | 26.89% | $185.9M | 12,181,352 | $15.26 | $15.26 | +$185.9M |
I IBTA | IBOTTA INC | 23.23% | $160.6M | 4,389,129 | $65.08 | $36.60 | -$24.6M |
C CMP | COMPASS MINERALS INTL INC | 20.44% | $141.3M | 7,034,609 | $11.25 | $20.09 | +$76.0M |
G GETY | GETTY IMAGES HOLDINGS INC | 19.38% | $134.0M | 80,733,607 | $2.16 | $1.66 | -$5.7M |
C CMTG | CLAROS MTG TR INC | 6.24% | $43.1M | 15,126,917 | $4.52 | $2.85 | -$13.3M |
Industry Allocation
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