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Caledonia (Private) Investments Pty Ltd

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13F filer, CIK 1352924, Sydney Nsw, Australia

Caledonia (Private) Investments Pty Ltd reported $6,153,221,880 across 16 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 98.08% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-005058

Period
2025-09-30
Reported value
$6.15B
Holdings
16
Top 10 weight
98.08%
New
1
Sold out
0

Part of the filer group Caledonia (Private) Investments Pty Ltd

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LNWOadded+1,209,013$101M
RPRXadded+1,102,880$38.9M
COURadded+1,935,803$22.7M
UDMYadded+2,803,475$19.7M
BWXTnew+1,371$253K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
Zreduced-2,451,371-$189M
FLUTreduced-679,732-$173M
ZGreduced-742,947-$55.3M
MR COOPER GROUP INCreduced-139,963-$29.5M
CCJreduced-78,142-$6.55M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001172661-25-005058, largest first. % of portfolio is the value over $6,153,221,880, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,158,341 shares; 2024Q4: 35,819,209 shares; 2025Q1: 31,034,079 shares; 2025Q2: 29,017,640 shares; 2025Q3: 26,566,269 shares 26,566,269$2.05B33.27%-2,451,371Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,318,621 shares; 2024Q4: 10,880,998 shares; 2025Q1: 8,887,965 shares; 2025Q2: 7,606,737 shares; 2025Q3: 6,927,005 shares 6,927,005$1.76B28.59%-679,732Timeline
ZGZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,682,604 shares; 2024Q4: 14,286,104 shares; 2025Q1: 12,921,635 shares; 2025Q2: 12,346,225 shares; 2025Q3: 11,603,278 shares 11,603,278$864M14.04%-742,947Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,529,780 shares; 2025Q2: 5,599,898 shares; 2025Q3: 5,521,756 shares 5,521,756$463M7.53%-78,142Timeline
RPRXROYALTY PHARMA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,114,567 shares; 2025Q2: 6,444,729 shares; 2025Q3: 7,547,609 shares 7,547,609$266M4.33%+1,102,880Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,117,321 shares; 2024Q4: 2,913,686 shares; 2025Q1: 1,959,681 shares; 2025Q2: 1,680,337 shares; 2025Q3: 1,654,766 shares 1,654,766$173M2.81%-25,571Timeline
LNWOLIGHT & WONDER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,627,045 shares; 2024Q4: 2,737,244 shares; 2025Q1: 2,591,796 shares; 2025Q2: 706,791 shares; 2025Q3: 1,915,804 shares 1,915,804$161M2.61%+1,209,013Timeline
COURCOURSERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,398,228 shares; 2024Q4: 8,030,962 shares; 2025Q1: 7,924,641 shares; 2025Q2: 7,377,828 shares; 2025Q3: 9,313,631 shares 9,313,631$109M1.77%+1,935,803Timeline
UDMYUDEMY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,712,950 shares; 2024Q4: 11,575,298 shares; 2025Q1: 11,179,565 shares; 2025Q2: 11,155,442 shares; 2025Q3: 13,958,917 shares 13,958,917$97.9M1.59%+2,803,475Timeline
MR COOPER GROUP INCMR COOPER GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 592,151 shares; 2025Q3: 452,188 shares 452,188$95.3M1.55%-139,963
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 238,880 shares; 2025Q3: 228,026 shares 228,026$62.9M1.02%-10,854Timeline
TRUETRUECAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,758,146 shares; 2024Q4: 17,758,146 shares; 2025Q1: 17,758,146 shares; 2025Q2: 17,758,146 shares; 2025Q3: 17,758,146 shares 17,758,146$32.7M0.53%0Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,160 shares; 2025Q1: 66,160 shares; 2025Q2: 66,160 shares; 2025Q3: 66,160 shares 66,160$17.9M0.29%0Timeline
AMWLAMERICAN WELL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841,338 shares; 2024Q4: 841,338 shares; 2025Q1: 810,268 shares; 2025Q2: 808,758 shares; 2025Q3: 640,000 shares 640,000$3.94M0.06%-168,758Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,198 shares; 2025Q1: 3,198 shares; 2025Q2: 3,198 shares; 2025Q3: 3,198 shares 3,198$268K<0.01%0Timeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,371 shares 1,371$253K<0.01%newTimeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-005058 base2025-11-14acceptance time not in the bulk data set