Top 8 Koch, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MRVL | MARVELL TECHNOLOGY INC | 28.2% | 2.63M | $260.0M | new | $92.02(+98.42%) | 2026-03-31 | |
| KBDC | KAYNE ANDERSON BDC INC | 18.13% | 12.18M | $167.1M | -0.00%(-1) | $15.89(-7.02%) | 2026-03-31 | |
| CMP | COMPASS MINERALS INTL INC | 17.82% | 7.03M | $164.3M | +0.00%(+0) | $11.64(+159.05%) | 2026-03-31 | |
| IBTA | IBOTTA INC | 14.27% | 4.39M | $131.5M | +0.00%(+0) | $63.35(-52.86%) | 2026-03-31 | |
| GETY | GETTY IMAGES HOLDINGS INC | 9.92% | 115.26M | $91.4M | +0.00%(+0) | $2.59(-72.38%) | 2026-03-31 | |
| SLI | STANDARD LITHIUM LTD | 4.99% | 13.48M | $46.0M | +0.00%(+0) | $1.54(+159.93%) | 2026-03-31 | |
| CMTG | CLAROS MTG TR INC | 3.91% | 15.13M | $36.0M | +0.00%(+0) | $6.00(-64.70%) | 2026-03-31 | |
| VIA | VIA TRANSN INC | 2.77% | 1.70M | $25.5M | +0.00%(+0) | $48.08(-70.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -26.90% | -60.94% |
| Top 20 Holdings Unweighted | +8.13% | +26.41% |
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