WHITEHELM CAPITAL PTY LTD

BARTON, C3 How do I update this listing?

Whitehelm Capital PTY LTD is based out of Barton. Their last reported 13F filing for Q4 2018 included $89,752,000 in managed 13F securities and a top 10 holdings concentration of 73.05%. Whitehelm Capital PTY LTD's largest holding is Norfolk Southern Corp. with shares held of 45,338. Whalewisdom has at least 5 13F filings

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $89.752 Million
  • Prior Market Value $96.633 Million
  • New Purchases17 stocks
  • Additional Purchases0 stocks
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 73.05 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:0.00 quarters
  • Time Held Top10:0.00 quarters
  • Time Held All:0.00 quarters

[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.


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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)

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