Latest Caledonia (Private) Investments Pty Ltd Stock Portfolio
Caledonia (Private) Investments Pty Ltd Performance:
2025 Q3: 5.08%YTD: 3.04%2024: 3.87%
Performance for 2025 Q3 is 5.08%, and YTD is 3.04%, and 2024 is 3.87%.
About Caledonia (Private) Investments Pty Ltd and 13F Hedge Fund Stock Holdings
Caledonia (Private) Investments Pty Ltd is a hedge fund based in Australia. On 25-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $11 Billions. In it's latest 13F Holdings report, Caledonia (Private) Investments Pty Ltd reported an equity portfolio of $6.2 Billions as of 30 Sep, 2025.
The top stock holdings of Caledonia (Private) Investments Pty Ltd are Z, , Z. The fund has invested 33.3% of it's portfolio in ZILLOW GROUP INC and 28.6% of portfolio in FLUTTER ENTMT PLC.
They significantly reduced their stock positions in MR COOPER GROUP INC (COOP), AMERICAN WELL CORP (AMWL) and FLUTTER ENTMT PLC. Caledonia (Private) Investments Pty Ltd opened new stock positions in BWX TECHNOLOGIES INC (BWXT). The fund showed a lot of confidence in some stocks as they added substantially to LIGHT & WONDER INC (LNW), COURSERA INC (COUR) and UDEMY INC (UDMY).
The top stock holdings of Caledonia (Private) Investments Pty Ltd are Z, , Z. The fund has invested 33.3% of it's portfolio in ZILLOW GROUP INC and 28.6% of portfolio in FLUTTER ENTMT PLC.
They significantly reduced their stock positions in MR COOPER GROUP INC (COOP), AMERICAN WELL CORP (AMWL) and FLUTTER ENTMT PLC. Caledonia (Private) Investments Pty Ltd opened new stock positions in BWX TECHNOLOGIES INC (BWXT). The fund showed a lot of confidence in some stocks as they added substantially to LIGHT & WONDER INC (LNW), COURSERA INC (COUR) and UDEMY INC (UDMY).
Caledonia (Private) Investments Pty Ltd Annual Return Estimates Vs S&P 500
Our best estimate is that Caledonia (Private) Investments Pty Ltd made a return of 5.08% in the last quarter. In trailing 12 months, it's portfolio return was 10.58%.
New Buys
| Ticker | $ Bought |
|---|---|
| bwx technologies inc | 252,771 |
New stocks bought by Caledonia (Private) Investments Pty Ltd
Additions
| Ticker | % Inc. |
|---|---|
| light & wonder inc | 171 |
| coursera inc | 26.24 |
| udemy inc | 25.13 |
| royalty pharma plc | 17.11 |
Additions to existing portfolio by Caledonia (Private) Investments Pty Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| mr cooper group inc | -23.64 |
| american well corp | -20.87 |
| flutter entmt plc | -8.94 |
| zillow group inc | -8.45 |
| zillow group inc | -6.02 |
| appfolio inc | -4.54 |
| liberty media corp del | -1.52 |
| cameco corp | -1.4 |
Caledonia (Private) Investments Pty Ltd reduced stake in above stock
Sold off
Sector Distribution
Caledonia (Private) Investments Pty Ltd has about 47.3% of it's holdings in Real Estate sector.
| Sector | % |
|---|---|
| Real Estate | 47.3 |
| Others | 38.9 |
| Healthcare | 4.4 |
| Consumer Defensive | 3.4 |
| Consumer Cyclical | 2.6 |
| Financial Services | 1.8 |
Market Cap. Distribution
Caledonia (Private) Investments Pty Ltd has about 51.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 51.9 |
| UNALLOCATED | 38.9 |
| MID-CAP | 5.2 |
| SMALL-CAP | 3.9 |
Stocks belong to which Index?
About 12% of the stocks held by Caledonia (Private) Investments Pty Ltd either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 87.8 |
| RUSSELL 2000 | 12 |
Caledonia (Private) Investments Pty Ltd Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Caledonia (Private) Investments Pty Ltd
Caledonia (Private) Investments Pty Ltd has 16 stocks in it's portfolio. About 98.1% of the portfolio is in top 10 stocks. LNW proved to be the most loss making stock for the portfolio. Z was the most profitable stock for Caledonia (Private) Investments Pty Ltd last quarter.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AMWL | american well corp | 0.06 | 640,000 | 3,936,000 | reduced | -20.87 | ||
| APPF | appfolio inc | 1.02 | 228,026 | 62,857,600 | reduced | -4.54 | ||
| BATRA | liberty media corp del | 2.81 | 1,654,770 | 172,840,000 | reduced | -1.52 | ||
| BWXT | bwx technologies inc | 0.00 | 1,371 | 252,771 | new | |||
| CME | cme group inc | 0.29 | 66,160 | 17,875,800 | unchanged | 0.00 | ||
| COOP | mr cooper group inc | 1.55 | 452,188 | 95,316,700 | reduced | -23.64 | ||
| COUR | coursera inc | 1.77 | 9,313,630 | 109,063,000 | added | 26.24 | ||
| LNW | light & wonder inc | 2.61 | 1,915,800 | 160,813,000 | added | 171 | ||
| RPRX | royalty pharma plc | 4.33 | 7,547,610 | 266,280,000 | added | 17.11 | ||
| TRUE | truecar inc | 0.53 | 17,758,100 | 32,675,000 | unchanged | 0.00 | ||
| UDMY | udemy inc | 1.59 | 13,958,900 | 97,852,000 | added | 25.13 | ||
| WFC | wells fargo co new | 0.00 | 3,198 | 268,056 | unchanged | 0.00 | ||
| Z | zillow group inc | 33.27 | 26,566,300 | 2,046,930,000 | reduced | -8.45 | ||
| Z | zillow group inc | 14.04 | 11,603,300 | 863,748,000 | reduced | -6.02 | ||
| flutter entmt plc | 28.59 | 6,927,000 | 1,759,460,000 | reduced | -8.94 | |||
| cameco corp | 7.53 | 5,521,760 | 463,054,000 | reduced | -1.4 | |||