Koch, Inc.

Q1 2026 13F-HR Holdings

Location
Wichita, KS
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
8
Total value ($000)
$921,854
Net value change ($000)
+199,177 (27.6%)
New positions
1
Sold out positions
0
Turnover %
28.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MRVL 260,006 NEW
IBTA 31,777 31.9%
CMP 26,098 18.9%
Top Reduces (Value $000, Stocks/ETFs)
GETY -63,000 -40.8%
VIA -23,821 -48.3%
SLI -14,289 -23.7%
CMTG -10,286 -22.2%
KBDC -7,309 -4.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type