Sector Exposure
Substantial holding history
Periods this holder was at or above 5%, from its NZX substantial holder disclosures.
| Company | Shares | First disclosed | Last disclosed | Holding |
|---|---|---|---|---|
| Precinct Properties New Zealand Limited PCT | 6,900,000 | May 2025 | Feb 2026 | 284 days |
| Precinct Properties New Zealand Limited PCT | 5,729,000 | May 2025 | Feb 2026 | 291 days |
| Oceania Healthcare Limited OCA | 88,646,081 | Oct 2025 | Feb 2026 | 127 days |
| Channel Infrastructure NZ Limited CHI | 20,153,167 | May 2022 | Jan 2026 | 1359 days |
| Vital Healthcare Property Trust VHP | 47,054,459 | Sept 2024 | Dec 2025 | 443 days |
| Stride Property Limited SPG | 45,335,397 | Jan 2025 | Dec 2025 | 327 days |
| Investore Property Limited IPL | 26,908,000 | Sept 2025 | Dec 2025 | 73 days |
| Investore Property Limited IPL | 18,464,665 | Dec 2024 | Dec 2025 | 360 days |
| Tower Limited TWR | 20,689,297 | Sept 2025 | Oct 2025 | 1 days |
| Skellerup Holdings Limited SKL | 9,785,782 | Oct 2024 | Sept 2025 | 339 days |
| Ryman Healthcare Limited RYM | 37,127,807 | May 2024 | Nov 2024 | 166 days |
| Vulcan Steel Limited VSL | 6,589,114 | Feb 2022 | Jan 2023 | 354 days |
| The Warehouse Group Limited WHS | 4,038,818 | May 2021 | May 2021 | 0 days |
| The Warehouse Group Limited WHS | 235,897 | May 2021 | May 2021 | 0 days |
| Sanford Limited SAN | 4,621,468 | Apr 2018 | Sept 2020 | 874 days |
| AFT Pharmaceuticals Limited AFT | 1,617,818 | Jun 2020 | Jun 2020 | 5 days |
| Property for Industry Limited PFI | 24,758,961 | Jun 2018 | Oct 2019 | 509 days |
Current Holdings (10)
ActiveDisclosed within the last 12 months
| Company | Shares Held | Voting Rights | Relationship | Holding Period |
|---|---|---|---|---|
Precinct Properties New Zealand Limited PCTReal Estate | 0 | 5.00%Substantial | Shareholder | 15 May 2025 to 22 Sept 2026 |
Skellerup Holdings Limited SKLIndustrials | 24,598,500 | 5.00%Substantial | Shareholder | 14 Oct 2024 to 22 Sept 2026 |
Precinct Properties New Zealand Limited PCTReal Estate | 188,848,611 | 8.16%Substantial | Shareholder | 08 May 2025 to 22 Sept 2026 |
Investore Property Limited IPLReal Estate | 28,200,000 | 5.00%Substantial | Shareholder | 23 Sept 2025 to 04 Sept 2026 |
Investore Property Limited IPLReal Estate | 18,464,665 | 5.00%Substantial | Shareholder | 10 Dec 2024 to 04 Sept 2026 |
Tower Limited TWRFinancials | 17,188,739 | 5.01%Substantial | Shareholder | 30 Sept 2025 to 03 Aug 2026 |
Oceania Healthcare Limited OCAHealthcare | 88,646,081 | 5.00%Substantial | Shareholder | 08 Oct 2025 to 12 Feb 2026 |
Channel Infrastructure NZ Limited CHIEnergy | 20,153,167 | 5.00%Substantial | Shareholder | 11 May 2022 to 29 Jan 2026 |
Vital Healthcare Property Trust VHPReal Estate | 47,054,459 | 5.00%Substantial | Shareholder | 21 Sept 2024 to 08 Dec 2025 |
Stride Property Limited SPGReal Estate | 45,335,397 | 5.00%Substantial | Shareholder | 15 Jan 2025 to 08 Dec 2025 |
Historical Holdings (7)
ExitedNo disclosure in the past 12 months - likely divested or reduced below reporting threshold
| Company | Shares Held | Voting Rights | Relationship | Holding Period |
|---|---|---|---|---|
Ryman Healthcare Limited RYMHealthcare | 37,127,807 | 5.00%Substantial | Shareholder | 31 May 2024 to 13 Nov 2024 |
Vulcan Steel Limited VSLMaterials | 6,589,114 | 5.00%Substantial | Shareholder | 05 Feb 2022 to 25 Jan 2023 |
The Warehouse Group Limited WHSConsumer Discretionary | 4,038,818 | 5.00%Substantial | Shareholder | 21 May 2021 |
The Warehouse Group Limited WHSConsumer Discretionary | 235,897 | 5.00%Substantial | Shareholder | 20 May 2021 |
Sanford Limited SANConsumer Staples | 4,621,468 | 5.00%Substantial | Shareholder | 30 Apr 2018 to 20 Sept 2020 |
AFT Pharmaceuticals Limited AFTHealthcare | 1,617,818 | 5.00%Substantial | Shareholder | 10 Jun 2020 to 15 Jun 2020 |
Property for Industry Limited PFIReal Estate | 24,758,961 | 4.96% | Shareholder | 01 Jun 2018 to 23 Oct 2019 |
Frequently Asked Questions
What sectors does Forsyth Barr Investment Management Limited invest in?
Forsyth Barr Investment Management Limited has diversified holdings across 8 sectors on the NZX, including Real Estate, Industrials, Financials, and 5 other sectors. Their portfolio demonstrates a broadly diversified investment approach across the New Zealand stock market.
How many NZX companies does Forsyth Barr Investment Management Limited invest in?
Forsyth Barr Investment Management Limited currently holds substantial shareholdings (5% or more voting rights) in 17 companies listed on the New Zealand Stock Exchange. This represents a substantial presence in the New Zealand equity market.
What is Forsyth Barr Investment Management Limited's total voting influence on the NZX?
Across their 17 substantial shareholdings, Forsyth Barr Investment Management Limited controls approximately 88.13% 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.
Is Forsyth Barr Investment Management Limited a foreign investor?
Forsyth Barr Investment Management 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 Forsyth Barr Investment Management Limited's NZX holdings?
NZXplorer provides comprehensive data on Forsyth Barr Investment Management 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.