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Latest Caledonia (Private) Investments Pty Ltd Stock Portfolio

$2.93Billion | No. of Holdings #17

Caledonia (Private) Investments Pty Ltd Performance

2026 Q2-8.80%
YTD-39.03%
2025-3.69%

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 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Caledonia (Private) Investments Pty Ltd reported an equity portfolio of $2.9 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Caledonia (Private) Investments Pty Ltd are , Z, Z. The fund has invested 28.2% of it's portfolio in FLUTTER ENTMT PLC and 25.9% of portfolio in ZILLOW GROUP INC. <br><br> The fund managers got completely rid off UDEMY INC (UDMY) stocks. They significantly reduced their stock positions in JAMES HARDIE INDS PLC, ROYALTY PHARMA PLC (RPRX) and CAMECO CORP (CCJ). Caledonia (Private) Investments Pty Ltd opened new stock positions in TRANSOCEAN LTD (RIG) and BRIGHTSPRING HEALTH SVCS INC. The fund showed a lot of confidence in some stocks as they added substantially to ROCKET COS INC (RKT), COURSERA INC (COUR) and LIVE NATION ENTERTAINMENT IN (LYV).
Caledonia (Private) Investments Pty Ltd Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$2.93Billion
  as of Aug 14, 2026

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 -8.8% in the last quarter. In trailing 12 months, it's portfolio return was -43.83%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
transocean ltd27,298,900
brightspring health svcs inc215,636
New stocks bought by Caledonia (Private) Investments Pty Ltd

Additions

Ticker% Inc.
rocket cos inc182
coursera inc77.81
live nation entertainment in1.53
Additions to existing portfolio by Caledonia (Private) Investments Pty Ltd

Reductions

Ticker% Reduced
james hardie inds plc-78.52
royalty pharma plc-19.43
cameco corp-14.89
appfolio inc-11.52
zillow group inc-6.92
flutter entmt plc-5.28
zillow group inc-0.37
Caledonia (Private) Investments Pty Ltd reduced stake in above stock

Sold off

Ticker$ Sold
udemy inc-63,147,900
Caledonia (Private) Investments Pty Ltd got rid off the above stocks

Sector Distribution

Caledonia (Private) Investments Pty Ltd has about 39% of it's holdings in Others sector.

  • Others
  • Real Estate
  • Healthcare
  • Consumer Defensive
  • Communication Services
  • Financial Services
  • Technology
Sector%
Others39
Real Estate38.1
Healthcare11.1
Consumer Defensive3.9
Communication Services3.7
Financial Services1.7
Technology1.6

Market Cap. Distribution

Caledonia (Private) Investments Pty Ltd has about 16.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MID-CAP
  • UNALLOCATED
  • LARGE-CAP
  • SMALL-CAP
Category%
MID-CAP40.6
UNALLOCATED39
LARGE-CAP16.4
SMALL-CAP3.9

Stocks belong to which Index?

About 10% of the stocks held by Caledonia (Private) Investments Pty Ltd either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
  • S&P 500
Index%
Others90
RUSSELL 20006.2
S&P 5003.8
Top 5 Winners (%)%
GENI
genius sports limited
36.8 %
james hardie inds plc
23.2 %
LYV
live nation entertainment in
19.9 %
RPRX
royalty pharma plc
15.3 %
BATRA
liberty media corp del
11.9 %
Top 5 Winners ($)$
RPRX
royalty pharma plc
52.4 M
LYV
live nation entertainment in
17.8 M
RKT
rocket cos inc
3.0 M
BATRA
liberty media corp del
2.1 M
flutter entmt plc
1.8 M
Top 5 Losers (%)%
CME
cme group inc
-25.2 %
Z
zillow group inc
-24.2 %
Z
zillow group inc
-23.0 %
XOM
exxon mobil corp
-19.4 %
CCJ
cameco corp
-5.8 %
Top 5 Losers ($)$
Z
zillow group inc
-246.5 M
Z
zillow group inc
-113.7 M
CCJ
cameco corp
-21.2 M
COUR
coursera inc
-2.9 M
CME
cme group inc
-1.4 M

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 17 stocks in it's portfolio. About 99% of the portfolio is in top 10 stocks. Z proved to be the most loss making stock for the portfolio. RPRX was the most profitable stock for Caledonia (Private) Investments Pty Ltd last quarter.

$2.93BTotal Value
18.00Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Caledonia (Private) Investments Pty Ltd, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BATRA
Liberty Media Corp Del

Liberty Media Corp Del

BATRA
Caledonia (Private) Investments Pty Ltd's holding in Liberty Media Corp Del over time
0.68%209,804
$19.96M
0.68%
unchanged 0 percentunchanged
CCJ
Cameco Corp

Cameco Corp

CCJ
Caledonia (Private) Investments Pty Ltd's holding in Cameco Corp over time
10.05%2,889,640
$294.34M
10.05%
decreased 14.89 percentreduced
GENI
Genius Sports Limited

Genius Sports Limited

GENI
Caledonia (Private) Investments Pty Ltd's holding in Genius Sports Limited over time
0.1%476,875
$2.89M
0.1%
unchanged 0 percentunchanged
Shs
Flutter Entmt Plc

Flutter Entmt Plc

Caledonia (Private) Investments Pty Ltd's holding in Flutter Entmt Plc over time
28.18%8,079,490
$825.48M
28.18%
decreased 5.28 percentreduced
Ord Shs
James Hardie Inds Plc

James Hardie Inds Plc

Caledonia (Private) Investments Pty Ltd's holding in James Hardie Inds Plc over time
0.03%33,790
$884.6K
0.03%
decreased 78.52 percentreduced
Com
Brightspring Health Svcs Inc

Brightspring Health Svcs Inc

Caledonia (Private) Investments Pty Ltd's holding in Brightspring Health Svcs Inc over time
0.01%3,092
$215.6K
0.01%
new position