Caledonia Investments Pty Ltd
Hedge Fund • Long/Short
Caledonia Investments Pty Ltd is a Long/Short Hedge Fund led by David Brinton Scully, reporting $8.5B in AUM as of Q3 2025 with 51% Communication Services concentration, 98% concentrated in top 10 holdings, and 33% allocation to Z.
ChairmanDavid Brinton Scully
- Portfolio Value
- $6.2B
- Positions
- 16
- Top Holding
- Z at 33.27%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Caledonia Investments Pty Ltd's portfolio (98.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Internet Content & Information Communication Services | $2.0B | 33.27% | -$188.9M Sold | 10.97% 26.6M shares | |
Gambling, Resorts & Casinos Consumer Cyclical | $1.8B | 28.59% | -$172.7M Sold | 3.91% 6.9M shares | |
Internet Content & Information Communication Services | $863.7M | 14.04% | -$55.3M Sold | 4.79% 11.6M shares | |
Uranium Energy | $463.1M | 7.53% | -$6.6M Sold | 1.27% 5.5M shares | |
Biotechnology Healthcare | $266.3M | 4.33% | +$38.9M Bought | 1.75% 7.5M shares | |
Entertainment Communication Services | $172.8M | 2.81% | -$2.7M Sold | 0.66% 1.7M shares | |
Gambling, Resorts & Casinos Consumer Cyclical | $160.8M | 2.61% | +$101.5M Bought | 2.28% 1.9M shares | |
Education & Training Services Consumer Defensive | $109.1M | 1.77% | +$22.7M Bought | 5.69% 9.3M shares | |
Education & Training Services Consumer Defensive | $97.9M | 1.59% | +$19.7M Bought | 9.28% 14.0M shares | |
Financial - Mortgages Financial Services | $95.3M | 1.55% | -$29.5M Sold | 0.71% 452.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Caledonia Investments Pty Ltd's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+171.06% | |
+26.24% | |
+25.13% | |
+17.11% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-23.64% | |
-20.87% | |
-8.94% | |
-8.45% | |
-6.02% |
Analytics
Portfolio insights and performance metrics for Caledonia Investments Pty Ltd
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