Caledonia (private) Investments PTY LTD is based out of Sydney Nsw. Caledonia (private) Investments PTY LTD is a large advisory firm with 31 clients and discretionary assets under management (AUM) of $8,429,566,851 (Form ADV from 2019-09-26). Their last reported 13F filing for Q4 2019 included $5,598,125,000 in managed 13F securities
and a top 10 holdings concentration of 99.89%. Caledonia (private) Investments PTY LTD's largest holding is Zillow Group Inc Class C with shares held of 36,013,357. Caledonia (private) Investments PTY LTD has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 31 13F filings, and 49 13G filings
[1]:
Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]:
Alt Turnover is calculated by taking either the total MV of new purchases or
the MV of securities sold, whichever is less,
divided by the total MV of the fund.
You are limited to the prior 8 quarters of 13F filings.
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for CALEDONIA (PRIVATE) INVESTMENTS PTY LTD
Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14
Performance
for Q4 2019:
10.03%
Performance Last 4 Quarters:
9.74%
Performance Metrics
Stdev (5-yrs):
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BETA (5-yrs):
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ALPHA (3-yrs):
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Max Drawdown (all-years):
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Annualized Perf (3-yrs):
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Batting Avg vs S&P. (3-yrs):
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Sortino (3-yrs):
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Stutzer (3-yrs):
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Treynor (3-yrs):
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Sterling (3-yrs):
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Calmar (3-yrs):
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Information Ratio (3-yrs):
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Tracking Error (3 yrs):
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Stdev Down (3-yrs):
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Winning Months %:
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Losing Months %:
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Best 12 Months:
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Worst 12 Months:
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Efficiency Ratio (3-yrs):
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Sharpe:
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Stdev Sectors:
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Skewness (3-yrs):
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Kurtosis (3-yrs):
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Upside Potential (3-yrs):
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CSV Export Module
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