Caledonia (Private) Investments Pty

Caledonia (Private) Investments Pty

Period

Q2 2026

Portfolio Date

Jun 30, 2026

Stocks Held

17

Market Value

$2.9B

Holdings Value Trend

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Q2 2026

Historical Positions

SymbolQ2 2026Q1 2026Q4 2025Q3 2025
FLUT28.2%25.3%29.6%28.6%
Z25.9%31.2%34.1%33.3%
ZG12.1%13.7%14.9%14.0%
RPRX11.1%10.0%5.5%4.3%
CCJ10.1%10.7%9.5%7.5%
COUR3.9%1.9%1.7%1.8%
LYV3.7%2.6%--
APPF1.6%1.5%1.5%-
RKT1.6%---
RIG0.9%---

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

Z+13.32%
ZG+16.58%
RPRX+8.04%
COUR+3.72%
LYV-0.60%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

FLUT-2.54%
CCJ-6.16%

Sector Analysis

Energy11.0%
Others0.0%
Materials0.0%
Financials1.7%
Healthcare11.1%
Technology1.6%
Consumer Staples3.9%
Communication Services42.5%

Trading Summary