Latest disclosure22 May 2020
Back to Shareholders

Allan Gray Australia Pty Ltd (Allan Gray Group) - SMCB

company🇦🇺Offshore
Companies
4
Portfolio holdings
Total Shares
9M
Across all holdings
Avg Voting Rights
5.00%
Per company average
Sectors
2
Diversified across

Sector Exposure

MaterialsCommunication Services

Substantial holding history

Periods this holder was at or above 5%, from its NZX substantial holder disclosures.

Profit and loss figures are withheld while the calculation is rebuilt. Our recorded P&L for substantial holders did not survive a recompute: some of the largest “trades” are strategic or index holdings rather than trades, and some were priced on the wrong exchange. Until it is fixed, this page shows holdings and disclosure dates only, with no P&L, returns, win rates or rankings by performance.
CompanySharesFirst disclosedLast disclosedHolding
Fletcher Building FBU41,193May 2020May 20200 days
Chorus Limited CNU3,680,998Sept 2017Oct 2018401 days
NZME Limited NZM1,010,224Sept 2018Sept 20182 days
Sky Network Television Limited SKT4,223,334Dec 2018May 2018-224 days

Historical Holdings (4)

Exited

No disclosure in the past 12 months - likely divested or reduced below reporting threshold

CompanyShares HeldVoting RightsRelationshipHolding Period
Fletcher Building
FBUMaterials
41,193
5.00%Substantial
Shareholder
22 May 2020
Chorus Limited
CNUCommunication Services
3,680,998
5.00%Substantial
Shareholder
11 Sept 2017
to
17 Oct 2018
NZME Limited
NZMCommunication Services
1,010,224
5.00%Substantial
Shareholder
03 Sept 2018
to
05 Sept 2018
Sky Network Television Limited
SKTCommunication Services
4,223,334
5.00%Substantial
Shareholder
12 Dec 2018
to
02 May 2018

Frequently Asked Questions

Who is Allan Gray Australia Pty Ltd (Allan Gray Group) - SMCB?

Allan Gray Australia Pty Ltd (Allan Gray Group) - SMCB is a company based in Offshore that holds substantial shareholdings in New Zealand listed companies. The company currently holds significant stakes in 4 NZX-listed companies, with total voting rights of 20.00% across their portfolio.

What sectors does Allan Gray Australia Pty Ltd (Allan Gray Group) - SMCB invest in?

Allan Gray Australia Pty Ltd (Allan Gray Group) - SMCB has diversified holdings across 2 sectors on the NZX, including Materials, Communication Services. Their portfolio demonstrates a focused investment approach across the New Zealand stock market.

How many NZX companies does Allan Gray Australia Pty Ltd (Allan Gray Group) - SMCB invest in?

Allan Gray Australia Pty Ltd (Allan Gray Group) - SMCB currently holds substantial shareholdings (5% or more voting rights) in 4 companies listed on the New Zealand Stock Exchange. This represents a selective presence in the New Zealand equity market.

What is Allan Gray Australia Pty Ltd (Allan Gray Group) - SMCB's total voting influence on the NZX?

Across their 4 substantial shareholdings, Allan Gray Australia Pty Ltd (Allan Gray Group) - SMCB controls approximately 20.00% in combined voting rights. Substantial shareholders with 5% or more voting rights have significant influence over company decisions, including board appointments, executive compensation, and strategic direction.

How can I track Allan Gray Australia Pty Ltd (Allan Gray Group) - SMCB's NZX investments?

You can monitor Allan Gray Australia Pty Ltd (Allan Gray Group) - SMCB's NZX investment activity on NZXplorer by viewing their current shareholdings, historical disclosure dates, and changes in voting rights percentages. All substantial shareholders (5%+ voting rights) are required to disclose their holdings to the NZX, and we track these disclosures to provide transparency into institutional investor activity.

Is Allan Gray Australia Pty Ltd (Allan Gray Group) - SMCB a foreign investor?

Allan Gray Australia Pty Ltd (Allan Gray Group) - SMCB is a foreign investor based in AU. Foreign investors play a significant role in the NZX, bringing international capital and expertise to New Zealand companies. All substantial shareholders, regardless of domicile, must comply with NZX disclosure requirements.

Where can I find more information about Allan Gray Australia Pty Ltd (Allan Gray Group) - SMCB's NZX holdings?

NZXplorer provides comprehensive data on Allan Gray Australia Pty Ltd (Allan Gray Group) - SMCB's shareholdings, including current positions, voting rights percentages, disclosure dates, and historical changes. You can view detailed breakdowns of their holdings by company, sector analysis, and timeline of their investment activity. All data is sourced from official NZX substantial shareholder disclosures.