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Koch, Inc.

CIK:0002027344
Asset Manager
$100B AUM
6 holdings
Wichita, KS, United States
Founded:2024
120,000 employees
Latest filing:Jun 30, 2025

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.

Top Buys
K
KBDCKAYNE ANDERSON BDC INC
+$185.9M
C
CMPCOMPASS MINERALS INTL INC
+$76.0M
I
IBTAIBOTTA INC
-$24.6M
C
CMTGCLAROS MTG TR INC
-$13.3M
S
SLISTANDARD LITHIUM LTD
+$9.3M
Top Sells
K
KBDCKAYNE ANDERSON BDC INC
+$185.9M
C
CMPCOMPASS MINERALS INTL INC
+$76.0M
I
IBTAIBOTTA INC
-$24.6M
C
CMTGCLAROS MTG TR INC
-$13.3M
S
SLISTANDARD LITHIUM LTD
+$9.3M

Top Holdings

K
KBDCKAYNE ANDERSON BDC INC
+26.9%$185.9M
I
IBTAIBOTTA INC
+23.2%$160.6M
C
CMPCOMPASS MINERALS INTL INC
+20.4%$141.3M
G
GETYGETTY IMAGES HOLDINGS INC
+19.4%$134.0M
C
CMTGCLAROS MTG TR INC
+6.2%$43.1M

Equity Positions (6)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
K
KBDC
KAYNE ANDERSON BDC INC26.89%$185.9M12,181,352$15.26$15.26+$185.9M
I
IBTA
IBOTTA INC23.23%$160.6M4,389,129$65.08$36.60-$24.6M
C
CMP
COMPASS MINERALS INTL INC20.44%$141.3M7,034,609$11.25$20.09+$76.0M
G
GETY
GETTY IMAGES HOLDINGS INC19.38%$134.0M80,733,607$2.16$1.66-$5.7M
C
CMTG
CLAROS MTG TR INC6.24%$43.1M15,126,917$4.52$2.85-$13.3M

Industry Allocation

SERVICES-ADVERTISING
+23.2%
MINING & QUARRYING OF NONMETALLIC MINERALS (NO FUELS)
+20.4%
SERVICES-BUSINESS SERVICES, NEC
+19.4%
REAL ESTATE
+6.2%
CHEMICALS & ALLIED PRODUCTS
+3.8%