Latest disclosure7mo ago
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First NZ Capital Securities Limited

company🇳🇿NZ
Companies
12
Portfolio holdings
Total Shares
7.4M
Across all holdings
Avg Voting Rights
4.58%
Per company average
Sectors
7
Diversified across

Sector Exposure

Consumer StaplesIndustrialsConsumer DiscretionaryHealthcareMaterialsInformation TechnologyFinancials

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
Sanford Limited SAN362,726Mar 2026Mar 20260 days
Serko Limited SKO90,435Aug 2018Apr 2019219 days
KMD Brands Limited KMD226,136Oct 2018Mar 2019149 days
Steel & Tube Holdings Limited STU307,386Sept 2018Nov 201877 days
Oceania Healthcare Limited OCA4,419,847Sept 2018Sept 20180 days
Scales Corporation Limited SCL88,529Jan 2018Jun 2018147 days
EROAD ERD370,000Mar 2018Jun 201870 days
AoFrio Limited AOF1,039,366Jun 2018Jun 20180 days
Pacific Edge Limited PEB462,579Mar 2026Mar 2018-2919 days

Current Holdings (1)

Active

Disclosed within the last 12 months

CompanyShares HeldVoting RightsRelationshipHolding Period
Sanford Limited
SANConsumer Staples
362,726
5.00%Substantial
Shareholder
05 Mar 2026

Historical Holdings (11)

Exited

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

CompanyShares HeldVoting RightsRelationshipHolding Period
Serko Limited
SKOIndustrials
90,435
5.00%Substantial
Shareholder
29 Aug 2018
to
05 Apr 2019
KMD Brands Limited
KMDConsumer Discretionary
226,136
5.00%Substantial
Shareholder
30 Oct 2018
to
28 Mar 2019
Summerset Group Holdings Limited
SUMHealthcare
0
5.00%Substantial
Shareholder
04 Mar 2019
to
14 Mar 2019
Steel & Tube Holdings Limited
STUMaterials
307,386
5.00%Substantial
Shareholder
07 Sept 2018
to
23 Nov 2018
Oceania Healthcare Limited
OCAHealthcare
4,419,847
5.00%Substantial
Shareholder
04 Sept 2018
Gentrack Group Limited
GTKInformation Technology
0
5.00%Substantial
Shareholder
10 Apr 2018
to
20 Jul 2018
Scales Corporation Limited
SCLIndustrials
88,529
N/A
Shareholder
18 Jan 2018
to
14 Jun 2018
EROAD
ERDIndustrials
370,000
5.00%Substantial
Shareholder
27 Mar 2018
to
05 Jun 2018
AoFrio Limited
AOFFinancials
1,039,366
5.00%Substantial
Shareholder
01 Jun 2018
Vista Group International Limited
VGLInformation Technology
0
5.00%Substantial
Shareholder
19 Dec 2017
to
04 May 2018
Pacific Edge Limited
PEBHealthcare
462,579
5.00%Substantial
Shareholder
05 Mar 2026
to
08 Mar 2018

Frequently Asked Questions

Who is First NZ Capital Securities Limited?

First NZ Capital Securities Limited is a company based in NZ that holds substantial shareholdings in New Zealand listed companies. The company currently holds significant stakes in 12 NZX-listed companies, with total voting rights of 55.00% across their portfolio.

What sectors does First NZ Capital Securities Limited invest in?

First NZ Capital Securities Limited has diversified holdings across 7 sectors on the NZX, including Consumer Staples, Industrials, Consumer Discretionary, and 4 other sectors. Their portfolio demonstrates a broadly diversified investment approach across the New Zealand stock market.

How many NZX companies does First NZ Capital Securities Limited invest in?

First NZ Capital Securities Limited currently holds substantial shareholdings (5% or more voting rights) in 12 companies listed on the New Zealand Stock Exchange. This represents a substantial presence in the New Zealand equity market.

What is First NZ Capital Securities Limited's total voting influence on the NZX?

Across their 12 substantial shareholdings, First NZ Capital Securities Limited controls approximately 55.00% 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 First NZ Capital Securities Limited's NZX investments?

You can monitor First NZ Capital Securities Limited'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 First NZ Capital Securities Limited a foreign investor?

First NZ Capital Securities Limited is a foreign investor based in NZ. 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 First NZ Capital Securities Limited's NZX holdings?

NZXplorer provides comprehensive data on First NZ Capital Securities Limited'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.