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Caledonia (Private) Investments Pty Ltd Buys 2, Sells 3 in 1st Quarter

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May 18, 2022
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Caledonia (Private) Investments Pty Ltd recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

Level 7, Gold Fields House, Sydney, C3 2000

As of the latest 13F report, the guru’s equity portfolio contained 17 stocks valued at a total of $5,443,000,000. The top holdings were Z(32.96%), FWONK(20.12%), and ZG(14.00%).

According to GuruFocus data, these were Caledonia (Private) Investments Pty Ltd’s top five trades of the quarter.

Warner Music Group Corp


During the quarter, Caledonia (Private) Investments Pty Ltd bought 2,441,968 shares of NAS:WMG for a total holding of 7,203,993. The trade had a 1.7% impact on the equity portfolio. During the quarter, the stock traded for an average price of $37.89.

On 05/18/2022, Warner Music Group Corp traded for a price of $29.195 per share and a market cap of $15,157,149,000. The stock has returned -15.38% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 6 out of 10.

In terms of valuation, Warner Music Group Corp has a price-earnings ratio of 41.46, a price-book ratio of 98.46, a EV-to-Ebitda ratio of 19.06 and a price-sales ratio of 2.65.

Liberty Formula One Group


Caledonia (Private) Investments Pty Ltd reduced their investment in NAS:FWONK by 1,386,832 shares. The trade had a 1.36% impact on the equity portfolio. During the quarter, the stock traded for an average price of $61.63.

On 05/18/2022, Liberty Formula One Group traded for a price of $61.215 per share and a market cap of $14,096,281,000. The stock has returned 36.68% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 4 out of 10.

In terms of valuation, Liberty Formula One Group has a price-book ratio of 2.05, a EV-to-Ebitda ratio of 47.94 and a price-sales ratio of 5.76.

The price-to-GF Value ratio is 0.88, earning the stock a GF Value rank of 7.

Udemy Inc


During the quarter, Caledonia (Private) Investments Pty Ltd bought 1,053,021 shares of NAS:UDMY for a total holding of 3,810,596. The trade had a 0.24% impact on the equity portfolio. During the quarter, the stock traded for an average price of $13.84.

On 05/18/2022, Udemy Inc traded for a price of $12.17 per share and a market cap of $1,709,370,000. The stock has returned 0.00% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 1 out of 10.

In terms of valuation, Udemy Inc has a price-book ratio of 4.50, a EV-to-Ebitda ratio of -17.67 and a price-sales ratio of 3.04.

CarMax Inc


Caledonia (Private) Investments Pty Ltd reduced their investment in NYSE:KMX by 93,325 shares. The trade had a 0.19% impact on the equity portfolio. During the quarter, the stock traded for an average price of $107.63.

On 05/18/2022, CarMax Inc traded for a price of $89.71 per share and a market cap of $14,367,412,000. The stock has returned -21.67% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, CarMax Inc has a price-earnings ratio of 12.88, a price-book ratio of 2.77, a price-earnings-to-growth (PEG) ratio of 0.94, a EV-to-Ebitda ratio of 16.59 and a price-sales ratio of 0.46.

The price-to-GF Value ratio is 0.55, earning the stock a GF Value rank of 4.

Just Eat Takeaway.com NV


The guru sold out of their 545,895-share investment in OTCPK:JTKWY. Previously, the stock had a 0.09% weight in the equity portfolio. Shares traded for an average price of $8.5 during the quarter.

On 05/18/2022, Just Eat Takeaway.com NV traded for a price of $3.8725 per share and a market cap of $4,170,341,000. The stock has returned -77.20% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 3 out of 10.

In terms of valuation, Just Eat Takeaway.com NV has a price-book ratio of 0.30, a EV-to-Ebitda ratio of -10.69 and a price-sales ratio of 0.78.

The price-to-GF Value ratio is 0.05, earning the stock a GF Value rank of 2.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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