Top 5 1st Quarter Trades of KOCH INDUSTRIES INC

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Jun 10, 2022
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KOCH INDUSTRIES INC recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

4111 EAST 37TH STREET NORTH WICHITA, KS 67220

As of the latest 13F report, the guru’s equity portfolio contained 14 stocks valued at a total of $2.86Bil. The top holdings were OWL(35.57%), CMTG(18.16%), and SLI(8.31%).

According to GuruFocus data, these were KOCH INDUSTRIES INC’s top five trades of the quarter.

GLOBALFOUNDRIES Inc


KOCH INDUSTRIES INC reduced their investment in NAS:GFS by 2,938,427 shares. The trade had a 10.89% impact on the equity portfolio. During the quarter, the stock traded for an average price of $58.85.

On 06/10/2022, GLOBALFOUNDRIES Inc traded for a price of $51.75 per share and a market cap of $27.52Bil. The stock has returned 0.00% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 2 out of 10.

In terms of valuation, GLOBALFOUNDRIES Inc has a price-earnings ratio of 603.55, a price-book ratio of 3.58, a EV-to-Ebitda ratio of 28.92 and a price-sales ratio of 8.07.

Claros Mortgage Trust Inc


During the quarter, KOCH INDUSTRIES INC bought 15,126,917 shares of NYSE:CMTG for a total holding of 30,253,834. The trade had a 9.08% impact on the equity portfolio. During the quarter, the stock traded for an average price of $17.42.

On 06/10/2022, Claros Mortgage Trust Inc traded for a price of $18.71 per share and a market cap of $2.61Bil. The stock has returned 0.00% over the past year.

GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 1 out of 10.

In terms of valuation, Claros Mortgage Trust Inc has a price-earnings ratio of 18.44, a price-book ratio of 1.02 and a price-sales ratio of 10.72.

Blue Owl Capital Inc


During the quarter, KOCH INDUSTRIES INC bought 7,167,817 shares of NYSE:OWL for a total holding of 43,135,488. The trade had a 5.91% impact on the equity portfolio. During the quarter, the stock traded for an average price of $12.68.

On 06/10/2022, Blue Owl Capital Inc traded for a price of $11.46 per share and a market cap of $4.67Bil. The stock has returned -19.11% over the past year.

GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 1 out of 10.

In terms of valuation, Blue Owl Capital Inc has a price-book ratio of 3.11, a EV-to-Ebitda ratio of -3.69 and a price-sales ratio of 5.71.

Aspen Aerogels Inc


The guru established a new position worth 3,583,972 shares in NYSE:ASPN, giving the stock a 4.33% weight in the equity portfolio. Shares traded for an average price of $32.48 during the quarter.

On 06/10/2022, Aspen Aerogels Inc traded for a price of $17.89 per share and a market cap of $645.49Mil. The stock has returned -12.60% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 2 out of 10.

In terms of valuation, Aspen Aerogels Inc has a price-book ratio of 3.81, a EV-to-Ebitda ratio of -15.00 and a price-sales ratio of 4.62.

The price-to-GF Value ratio is 1.80, earning the stock a GF Value rank of 1.

Standard Lithium Corp


During the quarter, KOCH INDUSTRIES INC bought 13,480,083 shares of AMEX:SLI for a total holding of 26,960,166. The trade had a 4.16% impact on the equity portfolio. During the quarter, the stock traded for an average price of $6.77.

On 06/10/2022, Standard Lithium Corp traded for a price of $5.28 per share and a market cap of $886.27Mil. The stock has returned 78.53% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 1 out of 10.

In terms of valuation, Standard Lithium Corp has a price-book ratio of 6.38 and a EV-to-Ebitda ratio of -40.86.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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