Cooper Investors Pty Ltd.
Annual return '25
+5.1%
SPY '25
+17.7%
Alpha
-12.6ptsvs SPY
Invested
$245.3M
Holdings
47
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NWSA
News Corporation Class A
Held since at least Q1 2024
16.1%
02
$SHEN
Shenandoah Telecommunications Company
Held since at least Q1 2024
5.9%
03
$CME
CME Group Inc. Class A
Held since at least Q1 2024
5.6%
04
$ACWI
iShares MSCI ACWI ETF
Held since at least Q1 2024
4.7%
05
$RPRX
Royalty Pharma Plc Class A
Held since at least Q1 2024
4.1%
06
$FWONA
Liberty Media Corporation Series A Liberty Formula One
Held since at least Q1 2024
4.0%
07
$FWONK
Liberty Media Corporation Series C Liberty Formula One
Held since at least Q1 2024
3.9%
08
$INFL
Horizon Kinetics Inflation Beneficiaries ETF
Held since at least Q1 2024
3.7%
09
$STVN
Stevanato Group SpA
Held since at least Q1 2024
3.6%
10
$SHAK
Shake Shack, Inc. Class A
Held since at least Q1 2024
3.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:41 UTC.