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Latest Caledonia (Private) Investments Pty Ltd Stock Portfolio

$3.44Billion | No. of Holdings #16

Caledonia (Private) Investments Pty Ltd Performance

2026 Q1-33.15%
YTD-33.15%
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 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Caledonia (Private) Investments Pty Ltd reported an equity portfolio of $3.4 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Caledonia (Private) Investments Pty Ltd are Z, , Z. The fund has invested 31.2% of it's portfolio in ZILLOW GROUP INC and 25.3% of portfolio in FLUTTER ENTMT PLC. <br><br> The fund managers got completely rid off TRUECAR INC (TRUE) and BWX TECHNOLOGIES INC (BWXT) stocks. They significantly reduced their stock positions in CAMECO CORP (CCJ), COURSERA INC (COUR) and ROYALTY PHARMA PLC (RPRX). Caledonia (Private) Investments Pty Ltd opened new stock positions in LIVE NATION ENTERTAINMENT IN (LYV) and EXXON MOBIL CORP (XOM). The fund showed a lot of confidence in some stocks as they added substantially to ROCKET COS INC (RKT), FLUTTER ENTMT PLC and UDEMY INC (UDMY).
Caledonia (Private) Investments Pty Ltd Equity Portfolio Value
Last Reported on: 15 May, 2026
$3.44Billion
  as of May 15, 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 -33.15% in the last quarter. In trailing 12 months, it's portfolio return was -29.91%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
live nation entertainment in87,943,700
exxon mobil corp373,082
New stocks bought by Caledonia (Private) Investments Pty Ltd

Additions

Ticker% Inc.
rocket cos inc56.89
flutter entmt plc18.6
udemy inc1.51
Additions to existing portfolio by Caledonia (Private) Investments Pty Ltd

Reductions

Ticker% Reduced
cameco corp-37.49
coursera inc-4.92
royalty pharma plc-2.83
appfolio inc-1.31
zillow group inc-0.73
zillow group inc-0.14
Caledonia (Private) Investments Pty Ltd reduced stake in above stock

Sold off

Ticker$ Sold
truecar inc-39,371,200
bwx technologies inc-236,964
Caledonia (Private) Investments Pty Ltd got rid off the above stocks

Sector Distribution

Caledonia (Private) Investments Pty Ltd has about 44.9% of it's holdings in Real Estate sector.

  • Real Estate
  • Others
  • Healthcare
  • Consumer Defensive
  • Communication Services
  • Technology
Sector%
Real Estate44.9
Others36.7
Healthcare10
Consumer Defensive3.8
Communication Services2.6
Technology1.5

Market Cap. Distribution

Caledonia (Private) Investments Pty Ltd has about 58% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • UNALLOCATED
  • SMALL-CAP
  • MID-CAP
Category%
LARGE-CAP58
UNALLOCATED36.7
SMALL-CAP3.8
MID-CAP1.5

Stocks belong to which Index?

About 8.5% 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%
Others91.5
RUSSELL 20005.8
S&P 5002.7
Top 5 Winners (%)%
RPRX
royalty pharma plc
23.8 %
CCJ
cameco corp
15.2 %
CME
cme group inc
8.2 %
Top 5 Winners ($)$
CCJ
cameco corp
75.6 M
RPRX
royalty pharma plc
67.9 M
CME
cme group inc
0.4 M
Top 5 Losers (%)%
GENI
genius sports limited
-59.8 %
flutter entmt plc
-50.5 %
Z
zillow group inc
-39.3 %
Z
zillow group inc
-39.2 %
APPF
appfolio inc
-31.9 %
Top 5 Losers ($)$
flutter entmt plc
-889.0 M
Z
zillow group inc
-697.6 M
Z
zillow group inc
-305.4 M
APPF
appfolio inc
-24.7 M
COUR
coursera inc
-18.1 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 16 stocks in it's portfolio. About 99.2% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. CCJ was the most profitable stock for Caledonia (Private) Investments Pty Ltd last quarter.

$3.44BTotal Value
18.00Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of Caledonia (Private) Investments Pty Ltd, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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
0.52%209,804
$17.84M
0.52%
unchanged 0 percentunchanged
CCJ
Cameco Corp

Cameco Corp

CCJ
Caledonia (Private) Investments Pty Ltd's holding in Cameco Corp over time
10.73%3,395,100
$368.74M
10.73%
decreased 37.49 percentreduced
GENI
Genius Sports Limited

Genius Sports Limited

GENI
Caledonia (Private) Investments Pty Ltd's holding in Genius Sports Limited over time
0.06%476,875
$2.11M
0.06%
unchanged 0 percentunchanged
Shs
Flutter Entmt Plc

Flutter Entmt Plc

Caledonia (Private) Investments Pty Ltd's holding in Flutter Entmt Plc over time
25.3%8,529,570
$869.59M
25.3%
increased 18.6 percentadded
Ord Shs
James Hardie Inds Plc

James Hardie Inds Plc

Caledonia (Private) Investments Pty Ltd's holding in James Hardie Inds Plc over time
0.09%157,326
$2.98M
0.09%
unchanged 0 percentunchanged