A Review of Caledonia (Private) Investments Pty Ltd Q3 2022 vs. Q4 2022 13F Holdings

Investing in stocks means constantly keeping an eye on portfolio holdings, analyzing each asset's returns, and assessing if it's time to buy, sell or hold on, depending on income and risks. For institutional investors, changes in positions, buying or selling strategies, and asset values' fluctuations are carefully monitored to ensure optimum performance. In this context, we will review Caledonia (Private) Investments Pty Ltd Q3 2022 vs. Q4 2022 13F Holdings Comparison, exploring major changes in the fund's holdings.

Caledonia Private Investments Pty LTD - the private investment vehicle established in 1992 by Mark Nelson from his family office- is among the largest investment management firms worldwide, managing assets over 7.5 billion USD, with an impressive track record of more than 28 years.

The Q3 2022 vs. Q4 2022 13F comparison report from Caledonia Private Investment reveals some interesting changes in the fund's holdings. Notably, the institutional investor sold out its DraftKings Inc. (DKNG) position, which the firm had debuting at the beginning of Q3 2022, with 4.4 million shares worth 67.499 million USD. Another significant change is the increase in the Zillow Group's (Z and ZG) positions, where the fund increased the number of shares in both companies between Q3 and Q4, reaching a combined total of more than 52 million shares.

Aside from the changes mentioned above, the investment firm also increased its investment in Liberty Media Corp. (FWONK), which manages a diverse range of assets, including music, satellite radio, and online ticketing, among other industries. In the third quarter, Caledonia held 14.8 million shares of FWONK, a position that it added to in Q4, raising the number of shares to 14.8 million shares worth around 888.088 million USD.

Genius Sports Limited (GENI), which offers sports data management for leagues and teams worldwide, was another stock that saw a shift compared to the previous quarter, with Caledonia shedding 1.857 million shares of Genius Sports, reducing their position by 2.7%.

Caledonia Private Investment's increase in the holdings of Light & Wonder Inc. (LNW) and Warner Music Group Corp (WMG) is another noteworthy change. The fund increased its position in LNW by 130 thousand shares to reaches a total of 8.3 million shares, which are now worth over 486 million USD. The fund's holdings of WMG increased by more than 0.6 million shares in Q4, worth 219.1 million USD.

Udemy Inc. (UDMY), an online education provider, saw a significant inflow of investment in Q4, with the fund boosting the number of shares from 6.6 million to 7.7 million shares, with a combined value of 81.633 million USD.

Coursers Inc's (COUR) stocks received less attention from Caledonia during Q4, with the fund offloading around 170 thousand shares, reducing its position by 2.2 million USD.

Other stocks that saw either an increase or decrease in Caledonia's holdings include SciPlay Corp.(SCPL), F45 Training Holdings Inc. (FXLV), American Well Corp (AMWL), TrueCar Inc. (TRUE), Rocket Cos Inc. (RKT), and Reservoir Media Inc. (RSVR).

In conclusion, Caledonia Private Investment, like any other investment firm, is continually reviewing its holdings to assess risks, optimize returns and minimize losses. The changes in their holdings over Q3 to Q4 were relatively minimal in comparison to the fluctuations that occur based on institutional investors' strategies. However, the decrease in DraftKings' position highlights the firm's proactive risk assessment approach, ensuring that the investments meet the firm's long-term goals.