Caledonia (Private) Investments Pty Ltd

CIK 0001352924 · Q2 2026

13F Equity AUM

$2.9B

-14.8% QoQ

Positions

+1 QoQ

AUM Rank

#1,216

Top 14%

Skill Alpha (FF)

-1.0%/yr^ns

No Clear Edge

Rank #4,238 · Top 51%

vs S&P -10.4%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 87.3%Top 10: 99.0%Top 20: 100.0%

FLUTTER ENTMT PLC28.2%

Z25.9%

ZG12.1%

RPRX11.1%

CCO10.1%

COUR3.9%

LYV3.7%

APPF1.6%

RKT1.6%

RIG0.9%

Others (7)1.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Communication Services42.5%

Consumer Cyclical28.2%

Healthcare11.1%

Energy11.0%

Consumer Defensive3.9%

Other3.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 17Median: 1.57%Avg: 5.88%

0–0.5%

6(0.3%)

0.5–1%

2(1.6%)

1–3%

2(3.2%)

3–5%

2(7.6%)

5%+

5(87.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 17vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New2Increased3Decreased7Exited1

New Positions

RIG0.9%

+5.6M

BTSG0.0%

+3K

Increased

COUR3.9%

+8.9M(+78%)

RKT1.6%

+1.9M(+182%)

LYV3.7%

+9K(+2%)

Decreased

Z25.9%

-1,791,437(-7%)

RPRX11.1%

-1,392,548(-19%)

CCO10.1%

-505,452(-15%)

FLUTTER ENTMT PLC28.2%

-450,087(-5%)

JAMES HARDIE INDS PL…0.0%

-123,536(-79%)

ZG12.1%

-42,242(-0%)

APPF1.6%

-37,815(-12%)

Exited

UDMY

-13,668,374

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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