How do substantial shareholders perform by sector? Analyze substantial shareholder (5%+ stakes) performance across NZX industries.
Ranked by total P&L. Sectors with higher win rates and average returns have shown higher historical win rates in this dataset.
| Rank | Sector | Positions | Whales | Win Rate | Avg Return | Total P&L | Avg Holding |
|---|---|---|---|---|---|---|---|
| 1 | Utilities 20W - 6L - 0N | 26 | 26 | 76.9% | +48.3% | +$6029.4M | 719 days (2.0 yrs) |
| 2 | Healthcare 25W - 11L - 1N | 37 | 35 | 67.6% | +55.4% | +$1677.9M | 953 days (2.6 yrs) |
| 3 | Information Technology 24W - 12L - 2N | 38 | 36 | 63.2% | +70.2%⭐ | +$198.0M | 514 days |
This sector analysis aggregates performance across all substantial shareholder positions (5%+ voting rights) where stock price data is available for P&L calculation.
Note: P&L calculated from entry (first substantial disclosure) to exit (last disclosure) prices. Sectors with more positions provide more statistically significant insights.
P&L figures are estimates, not actual cost basis. Gains and losses are calculated using the stock price on the date a holder first crossed the 5% substantial shareholder disclosure threshold, multiplied by their latest reported share count. Actual acquisition costs may differ significantly as shares are typically accumulated over time at various prices.
Data sourced from NZX disclosures. Our datasets may not be complete and we are continuously updating and adding more data to the platform.
This analysis is provided for informational and educational purposes only. Nothing on this page constitutes financial, investment, legal, or tax advice. Always conduct your own research and consult with qualified professionals before making any investment decisions.
Data sourced from publicly available NZX disclosures. 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. Past performance does not indicate future results. For informational purposes only. Not investment advice.
| 4 | Real Estate 25W - 17L - 1N | 43 | 37 | 58.1% | +15.4% | +$79.4M | 270 days (0.7 yrs) |
| 5 | Consumer Discretionary 10W - 10L - 0N | 20 | 20 | 50.0% | +24.0% | +$47.5M | 1852 days (5.1 yrs) |
| 6 | Materials 2W - 2L - 0N | 4 | 4 | 50.0% | +3.9% | +$2.6M | 786 days (2.2 yrs) |
| 7 | Financials 10W - 6L - 2N | 18 | 17 | 55.6% | +22.5% | +$2.3M | 775 days (2.1 yrs) |
| 8 | Energy 3W - 0L - 0N | 3 | 3 | 100.0%🏆 | +5.4% | +$1.1M | 74 days (0.2 yrs) |
| 9 | Industrials 21W - 38L - 11N | 70 | 66 | 30.0% | -4.8% | $-27.3M | 280 days (0.8 yrs) |
| 10 | Communication Services 26W - 15L - 0N | 41 | 36 | 63.4% | +16.7% | $-40.8M | 602 days (1.6 yrs) |
| 11 | Consumer Staples 17W - 16L - 0N | 33 | 33 | 51.5% | -5.3% | $-717.8M | 431 days (1.2 yrs) |
