Caledonia (Private) Investments Pty Ltd

Q3 2020 13F-HR Holdings

Location
Sydney Nsw, C3
Holdings as of
9/30/2020
Date filed
11/16/2020
Form type
13F-HR
Num holdings
17
Total value ($000)
$8,807
Net value change ($000)
-5,534,681 (-99.8%)
New positions
3
Sold out positions
0
Turnover %
8.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q2 2020
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LAWIL 328 NEW
AMWL 191 NEW
RKT 190 NEW
Top Reduces (Value $000, Stocks/ETFs)
ZG -2,092,965 -99.8%
GrubHub Inc. -1,161,438 -99.9%
ZG -906,424 -99.8%
FWONA -541,126 -99.9%
WMG -206,301 -99.9%
KMX -180,779 -99.9%
DKNG -154,140 -99.8%
WORLD WRESTLING ENTERTAINMENT, LLC -121,488 -99.9%
TRUE -47,964 -99.8%
IBKR -42,987 -99.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type