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Talaria Asset Management Pty Ltd

Q2 2025 · Filed 2025-08-14
Market Value
$423M
+11.1%
Holdings
13
+2
New Purchases
5
Added To
3
Closed
1
Reduced
2
Top 10 Concentration
96.6%
Turnover
46.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CVE 8.87% 0.00% +8.87% $38M
PFE 7.64% 0.00% +7.64% $32M
EOG 3.79% 0.00% +3.79% $16M
DOX 1.71% 0.00% +1.71% $7M
CF 13.65% 11.98% +1.67% $58M
RHI 1.65% 0.00% +1.65% $7M
RE 14.47% 12.97% +1.50% $61M
NEM 13.14% 12.10% +1.04% $56M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FMX 0.00% 13.95% -13.95% $0
JCI 13.39% 21.04% -7.65% $57M
ABEV 8.02% 12.76% -4.74% $34M
MDT 9.66% 10.55% -0.89% $41M
CB 4.01% 4.65% -0.64% $17M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 11 $409M 96.6%
Mid Cap 2 $14M 3.4%

Portfolio Analytics

Avg Market Cap
$63.4B
Median Market Cap
$56.6B
Avg P/E
16.4
Median P/E
16.1
Avg Dividend Yield
0.04%
Avg Beta
0.51
# Stocks
13
# ETFs / Funds
0

Top Holdings (13 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 RE 14.47% 180,300 $61M $339.85 $12M +44,300 +32.6%
2 CF 13.65% 628,000 $58M $92.00 $12M +44,000 +7.5%
3 JCI 13.39% 371,000 $57M $152.75 -$23M -112,200 -23.2%
4 NEM 13.14% 954,800 $56M $58.26 $10M
5 MDT 9.66% 469,000 $41M $87.17 $715K +22,000 +4.9%
6 CVE 8.87% 2,761,100 $38M $13.60 +2,761,100 NEW
7 ABEV 8.02% 14,094,900 $34M $2.41 -$15M -6,771,100 -32.5%
8 PFE 7.64% 1,334,200 $32M $24.24 +1,334,200 NEW
9 CB 4.01% 58,600 $17M $289.72 -$719K
10 EOG 3.79% 134,000 $16M $119.61 +134,000 NEW
11 DOX 1.71% 79,200 $7M $91.24 +79,200 NEW
12 RHI 1.65% 170,400 $7M $41.05 +170,400 NEW
13 FMX —% -$53M -544,558 -100.0% SOLD

New Positions

SymbolValue% Port
CVE $38M 8.87%
PFE $32M 7.64%
EOG $16M 3.79%
DOX $7M 1.71%
RHI $7M 1.65%

Sold Out Positions

SymbolValue% Port
FMX —%
View SEC EDGAR Filings for Talaria Asset Management Pty Ltd →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms