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CIK: 0001352924
Total reported value
$2.9B
$2.9B
13 檔
238.4%
The Q4 2024 SEC filing reveals that Caledonia held a total portfolio value of $2.9B, covering 13 public equity positions.
In Q4 2024, Caledonia adopted a defensive or profit-taking posture, trimming 8 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including FLUT, Z, ZG) accounted for 238.4% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 37.53% | +2.88% | -3.87% | |
| 2 | Z | Zillow Group Inc - C | Stock-Comm Services | 35.40% | -5.24% | -0.94% | |
| 3 | ZG | Zillow Group Inc - A | Stock-Comm Services | 13.51% | -1.56% | -2.70% | |
| 4 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 3.60% | +0.16% | -6.53% | |
| 5 | LNWO | Light & Wonder Inc | Stock-Other | 3.16% | — | +4.19% | |
| 6 | GENI | Genius Sports Limited | Stock-Other | 2.12% | +0.04% | -8.87% | |
| 7 | WMG | Warner Music Group Corp-cl A | Stock-Other | 1.33% | — | -13.33% | |
| 8 | 7WH | Udemy Inc | Stock-Other | 1.27% | -1.84% | EXIT | |
| 9 | COUR | Coursera Inc | Stock-Other | 0.91% | +1.98% | -4.37% | |
| 10 | 5TC | Truecar Inc | Stock-Other | 0.88% | — | — | |
| 11 | CME | Cme Group Inc | Stock-Financials | 0.21% | -0.02% | — | |
| 12 | AMWL | American Well Corp-class A | Stock-Other | 0.08% | — | — | |
| 13 | WFC | Wells Fargo & Co | Stock-Financials | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | Z | Zillow Group Inc - C | +1.8% | -0.94% | Trim |
| 2 | ZG | Zillow Group Inc - A | +0.3% | -2.70% | Trim |
| 3 | CME | Cme Group Inc | +0.2% | NEW | New buy |
| 4 | FWONK | Liberty Media Corp-formula-c | +0.1% | -6.53% | Trim |
| 5 | 7WH | Udemy Inc | — | -1.18% | Trim |
| 6 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 7 | 5TC | Truecar Inc | 0% | — | Unchanged |
| 8 | AMWL | American Well Corp-class A | 0% | — | Unchanged |
| 9 | COUR | Coursera Inc | -0.1% | -4.37% | Trim |
| 10 | GENI | Genius Sports Limited | -0.2% | -8.87% | Trim |
| 11 | LNWO | Light & Wonder Inc | -0.3% | +4.19% | Add |
| 12 | WMG | Warner Music Group Corp-cl A | -0.4% | -13.33% | Trim |
| 13 | FLUT | Flutter Entertainment plc | -1.5% | -3.87% | Trim |
According to official SEC Form 13F filings, Caledonia reported a total U.S. public equity portfolio value of $2.9B across 13 disclosed positions in Q4 2024.
During Q4 2024, Caledonia's top holdings by market value included FLUT (37.5%)、Z (35.4%)、ZG (13.5%). The largest single position, FLUT, represented 37.5% of total portfolio value.
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Top New Position Initiated
CME
市值: $15.4M
Top Position Liquidated / Trimmed
FLUT
前期市值: $2.7B
In Q4 2024, Caledonia made 11 total portfolio adjustments, initiating 2 new buys, adding to 1 positions, trimming 8 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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