KOCH INDUSTRIES INC
Clone Performance
Sep 2023–Jan 2025 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 5 quarters.KOCH INDUSTRIES INC has stopped filing, so the simulation ends in Jan 2025 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
7 tracked positions · as of Jun 30, 2024 · Δ vs Mar 31, 2024Portfolio Trend
Sector Breakdown
As of Jun 30, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.8% | $329,886,935 |
| Communication Services | 31.0% | $263,191,558 |
| Real Estate | 19.6% | $166,477,874 |
| Basic Materials | 10.5% | $89,517,613 |
| Financial Services | 0.0% | $265,879 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IBTA | Ibotta, Inc. | 4,389,129 | $329,886,935 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IBTA |
Ibotta, Inc.
Technology
|
NEW | 4,389,129 | $329,886,935 | 38.84% | |
| GETY |
Getty Images Holdings, Inc.
Communication Services
|
Held | 80,733,607 | $263,191,558 | 30.99% | |
| CMTG |
Claros Mortgage Trust, Inc.
Real Estate
|
Held | 15,126,917 | $121,317,874 | 14.28% | |
| CMP |
Compass Minerals International Inc
Basic Materials
|
Held | 7,034,609 | $72,667,510 | 8.56% | |
| LADR |
Ladder Capital Corp
Real Estate
|
Held | 4,000,000 | $45,160,000 | 5.32% | |
| SLI |
Standard Lithium Ltd.
Basic Materials
|
Held | 13,480,083 | $16,850,103 | 1.98% | |
| MET |
Metlife Inc
Financial Services
|
Held | 3,788 | $265,879 | 0.03% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.