Caledonia (Private) Investments Pty Ltd
All 13F Filings
- Location
- Sydney Nsw, C3
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 5,216,739
- Description
- Sydney Nsw based independent investment platform with a regulated corporate organization and a valuation conscious and methodical investment mandate. The approach emphasizes long duration private asset evaluation, valuation discipline and downside awareness, and fundamental research depth for risk aware portfolio mandates. Execution standards emphasize measured risk, governance alignment, and durable portfolio outcomes through risk budget governance and allocation selectivity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 16 | 5,216,739 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
| Q3 2025 | 11/14/2025 | 16 | 6,153,222 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
| Q2 2025 | 8/14/2025 | 15 | 6,289,333 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
| Q1 2025 | 5/15/2025 | 16 | 6,140,922 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
| Q4 2024 | 2/14/2025 | 13 | 7,492,921 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
| Q3 2024 | 11/14/2024 | 11 | 6,880,279 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
| Q2 2024 | 8/14/2024 | 11 | 5,528,169 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
| Q1 2024 | 5/15/2024 | 11 | 3,918,670 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
| Q4 2023 | 2/14/2024 | 11 | 4,714,767 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
| Q3 2023 | 11/14/2023 | 12 | 4,043,200 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
| Q2 2023 | 8/14/2023 | 12 | 4,562,988 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
| Q1 2023 | 5/15/2023 | 14 | 4,468,025 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
| Q4 2022 | 2/14/2023 | 14 | 3,729,093 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
| Q3 2022 | 11/14/2022 | 15 | 3,379,043 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
| Q2 2022 | 8/15/2022 | 17 | 3,824,669 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
| Q1 2022 | 5/16/2022 | 17 | 5,443,085 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
| Q4 2021 | 2/15/2022 | 19 | 6,426,702 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
| Q3 2021 | 11/15/2021 | 17 | 7,965,108 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
| Q2 2021 | 8/16/2021 | 16 | 9,696 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
| Q1 2021 | 5/17/2021 | 17 | 10,672 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
| Q4 2020 | 2/16/2021 | 14 | 10,457 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
| Q3 2020 | 11/16/2020 | 17 | 8,807 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
| Q2 2020 | 8/14/2020 | 14 | 5,543,488 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
| Q1 2020 | 5/15/2020 | 14 | 4,632,393 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
| Q4 2019 | 2/14/2020 | 12 | 5,598,125 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
| Q1 2014 | 5/14/2014 | 4 | 893,619 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
| Q4 2013 | 2/14/2014 | 5 | 909,958 | 13F-HR | Caledonia (Private) Investments Pty Ltd |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.217 M | 100.0% | 0 | 936.5 K | -936.5 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
5,216,739
Holdings
16
QoQ value change ($000)
-936,483
(-15.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.