What did SkyCity Entertainment Group Limited announce?

SkyCity Entertainment Group Limited (NZX: SKC) filed “SPH Notice - Allan Gray Australia Pty Ltd” with NZX on 29 October 2026, as a substantial holder notice announcement.

When was it filed?
29 October 2026
Where is the original?
NZX announcement
SkyCity Entertainment Group Limited logo

SPH Notice - Allan Gray Australia Pty Ltd

Substantial Holder Notice29 October 2026SKCConsumer Discretionary

Disclosure of movement of 1% or more in substantial holding
or change in nature of relevant interest, or both

Sections 277 and 278, Financial Markets Conduct Act 2013

Note: This form must be completed in accordance with the instructions at the end of the

form.

To New Zealand Stock Exchange

and

To SkyCity Entertainment Group Limited

Relevant event being disclosed: Movement of 1% or more in the substantial holding

Date of relevant event: 28 October 2026

Date this disclosure made: 29 October 2026

Date last disclosure made: 24 September 2025

Substantial product holder(s) giving disclosure

Full name(s): Allan Gray Australia Pty Ltd (Allan Gray Australia) and its related

bodies corporate as set out in Table 1 of Annexure A (together Allan Gray

Group), as investment manager for the funds or investment mandates listed at

Table 2 of Annexure A.


Summary of substantial holding

Class of quoted voting products: Ordinary Shares

Summary for Allan Gray Group

For this disclosure,—

(a) total number held in class: 126,447,628

(b) total in class: 1,103,055,047

(c) total percentage held in class: 11.463%

For last disclosure,—

(a) total number held in class: 138,488,118

(b) total in class: 1,103,055,047

(c) total percentage held in class: 12.555%

Details of transactions and events giving rise to relevant event

Details of the transactions or other events requiring disclosure: See Annexure B –

Trades on market unless otherwise specified

Details after relevant event



Details for Allan Gray Australia Pty Ltd (Allan Gray Australia) and its related bodies

corporate as set out in Table 1 of Annexure A (together Allan Gray Group), as investment

manager for the funds or investment mandates listed at Table 2 of Annexure A.

Nature of relevant interest(s): As investment manager for the funds or investment

mandates listed at Table 2 of Annexure A that hold SkyCity Entertainment Group

Limited shares as set out in Annexure B

For that relevant interest,—

(a) number held in class: 126,447,628

(b) percentage held in class: 11.463%

(c) current registered holder(s): See Annexure B

(d) registered holder(s) once transfers are registered: See Annexure B

Additional information

Address(es) of substantial product holder(s): C/- Allan Gray Australia, Level 2 Challis

House, 4 Martin Place Sydney, NSW 2000, Australia

Contact details: Elizabeth Lee, Company Secretary, telephone +61 2 8224 8632,

email: elizabeth.lee@allangray.com.au

Nature of connection between substantial product holders: Related bodies corporate, as set

out in Table 1 of Annexure A

Name of any other person believed to have given, or believed to be required to give, a

disclosure under the Financial Markets Conduct Act 2013 in relation to the financial

products to which this disclosure relates: N/A

Certification

I, Elizabeth Lee, Company Secretary, Allan Gray Australia certify that, to the best of

my knowledge and belief, the information contained in this disclosure is correct and that I

am duly authorised to make this disclosure by all persons for whom it is made.



ANNEXURE A OF 2 PAGES REFERRED TO IN THE ABOVE FORM

SkyCity Entertainment Group Limited (New Zealand)

Table 1 – Related bodies corporate

The following entities are associates of Allan Gray Australia Pty Ltd (AGA) and each other by virtue of being related bodies corporate.


Allan & Gill Gray Foundation (Guernsey) Orbis Holdings Limited

Allan Gray (Holdings) Pty Ltd Orbis Investment Advisory Pty Limited

EmCap Limited (Jersey) Orbis Investment Management (U.S.), L.P.

SecCap Limited (Jersey) Orbis Portfolio Management (Europe) LLP

Orbis Administration Limited Orbis Investment Management (Hong Kong) Limited

Orbis Allan Gray Limited Orbis Investment Management (Luxembourg) S.A

Orbis Asset Management Limited (OAML) Orbis Investment Management Limited (OIML)

Orbis Holdings (UK) Limited Orbis Investments (Canada) Limited



Table 2 – Funds


An entity within the Group acts as investment manager for some or all of the assets in the following funds.


No Fund name

Registered holder / Persons entitled to be registered

holder

1 Allan Gray Australia Equity Fund Citibank N.A., Sydney Branch

2 Allan Gray Australia Balanced Fund Citibank N.A., Sydney Branch

3 Allan Gray Australia Stable Fund Citibank N.A., Sydney Branch

4 AMP Capital Specialist Australian Share Fund BNP Paribas Fund Services Australasia Pty Ltd

5 AMP Super Fund BNP Paribas Fund Services Australasia Pty Ltd

6 Morningstar Australian Shares High Alpha Fund JP Morgan Chase Bank

7 Construction and Building Unions Superannuation Fund JP Morgan Chase Bank

8 HESTA Superannuation Fund JP Morgan Chase Bank

9 AustralianSuper JP Morgan Chase Bank

10 Accident Compensation Corporation JP Morgan Chase Bank

11 Hostplus Pooled Superannuation Trust Citibank N.A., Sydney Branch

12 Equipsuper Northern Trust Corporation

13 Non-Government Schools Superannuation Fund State Street Australia Ltd

14 Orbis Global Equity Fund (Australia Registered) Citibank N.A.

15 Orbis Emerging Markets Equity Fund (Australia Registered) Citibank N.A.

16 Orbis Global Equity LE Fund (Australia Registered) Citibank N.A.

17 Orbis Global Real Return Fund Citibank N.A.

18 Orbis Global Equity Fund Limited Citibank N.A.

19 Orbis Optimal SA Fund Limited Citibank N.A.

20 Institutional Global Equity Fund Citibank N.A.

21 Orbis Optimal LP Citibank N.A.

22 Orbis International Equity LP Citibank N.A.

23 Orbis Institutional Global Equity LP Citibank N.A.

24 Orbis Institutional International Equity LP Citibank N.A.

25 Orbis Institutional U.S. Equity LP Citibank N.A.

26 Orbis Institutional Emerging Markets Equity LP Citibank N.A.

27 Orbis SICAV - Global Equity Fund Citibank N.A.



No Fund name

Registered holder / Persons entitled to be registered

holder

28 Orbis SICAV - Emerging Markets Fund Citibank N.A.

29 Orbis SICAV - Global Balanced Fund Citibank N.A.

30 Orbis SICAV - International Equity Citibank N.A.

31 Orbis OEIC Global Equity Fund Citibank N.A.

32 Orbis Institutional Global Equity (OFO) Citibank N.A.

33 OEIC Global Balanced Fund Citibank N.A.

34 OEIC Global Cautious Fund Citibank N.A.

35 Orbis SICAV Global Cautious Fund Citibank N.A.



ANNEXURE B OF 1 PAGE REFERRED TO IN THE ABOVE FORM


SkyCity Entertainment Group Limited (New Zealand)

Trades giving rise to a change in relevant interest


Table 3 – Trades giving rise to a change in relevant interest

Ordinary shares

Date of change

Person whose relevant interest

changed

Nature of

change Number of securities Consideration Currency

24 Sep 2025 to 28 Oct 2026 AGA and its associates listed in

Table 1

Buys 6,171,814 4,264,939 AUD

24 Sep 2025 to 28 Oct 2026 AGA and its associates listed in

Table 1

Sells 18,212,304 11,963,965 AUD

All trades occur on market, via in-specie, under a dividend reinvestment plan, or pursuant to a capital raising (as applicable).



Table 4 – current registered holder(s)

Ordinary shares

Holder of relevant interest

Registered holder of securities / Person entitled to be

registered as holder Number of securities held

AGA and its associates listed in Table 1 BNP Paribas Fund Services Australasia Pty Ltd 8,557,673

AGA and its associates listed in Table 1 Citibank N.A., Sydney Branch 66,492,011

AGA and its associates listed in Table 1 JP Morgan Chase Bank 39,760,611

AGA and its associates listed in Table 1 Northern Trust Corporation 8,398,067

AGA and its associates listed in Table 1 State Street Australia Ltd 3,239,266

Total


126,447,628

An entity within the Group acts as investment manager for the funds set out in Table 2 and the above registered holders hold all or some of

the assets within those funds.

Data sourced from publicly available filings. Our datasets may not be complete. Automated analysis can produce errors. If you believe any data on this page is incorrect, please contact us at hello@nzxplorer.co.nz. For informational purposes only. Not investment advice.

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