Cooper Investors Pty Ltd Portfolio Stock Holdings

Cooper Investors Pty Ltd disclosed 42 stock positions valued at approximately $245.3 million in its latest SEC 13F filing. The largest holdings include News Corporation Class A, Shenandoah Telecommunications Company, and CME Group Inc. Class A. The filing reflects positions held as of March 31, 2026 and was filed on April 28, 2026.

Report Period
March 31, 2026
No. of Stocks
42
Portfolio Value
$245.3M
Holdings by Sector
Cooper Investors Pty Ltd Portfolio Holdings in Q1 2026

39 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
News Corporation Class ANWSACommunication Services16.07%1,580,929-254,914-13.89%$39,412,560
Shenandoah Telecommunications CompanySHENCommunication Services5.89%937,332-13,619-1.43%$14,453,660
CME Group Inc. Class ACMEFinancial Services5.60%46,552-4,201-8.28%$13,749,133
iShares MSCI ACWI ETFACWIOther4.71%83,458+9,617+13.02%$11,548,083
Royalty Pharma Plc Class ARPRXOther4.14%211,821-174,619-45.19%$10,161,054
Liberty Media Corporation Series A Liberty Formula OneFWONACommunication Services4.04%126,808+13,826+12.24%$9,901,169
Liberty Media Corporation Series C Liberty Formula OneFWONKCommunication Services3.95%113,836-25,986-18.59%$9,678,336
Horizon Kinetics Inflation Beneficiaries ETFINFLOther3.67%172,724+172,724+100.00%$8,992,012
Shake Shack, Inc. Class ASHAKConsumer Cyclical3.58%99,403+35,276+55.01%$8,794,184
Telephone and Data Systems, Inc.TDSCommunication Services3.37%196,421+196,421+100.00%$8,269,324
Ryan Specialty Holdings, Inc. Class ARYANFinancial Services3.16%229,949-229,069-49.90%$7,758,480
TKO Group Holdings, Inc. Class ATKOCommunication Services2.95%35,900-69,717-66.01%$7,239,235
Ferrovial SEFER.MCOther2.77%104,382-23,559-18.41%$6,790,049
First Trust RBA American Industrial Renaissance ETFAIRROther2.50%55,441+55,441+100.00%$6,141,754
iShares MSCI Japan ETFEWJOther2.47%71,850+71,850+100.00%$6,067,014
Amazon.com, Inc.AMZNConsumer Cyclical2.18%25,707+1,534+6.35%$5,353,997
Brown & Brown, Inc.BROFinancial Services2.16%81,433-11,107-12.00%$5,310,246
Visa Inc. Class AVFinancial Services1.97%16,018-7,143-30.84%$4,841,280
Microsoft CorporationMSFTTechnology1.82%12,071-8,219-40.51%$4,468,322
NVIDIA CorporationNVDATechnology1.80%25,268-401-1.56%$4,406,739
News Corporation Class BNWSCommunication Services1.73%148,990-131,296-46.84%$4,247,705
Alphabet Inc. Class AGOOGLCommunication Services1.72%14,664-199-1.34%$4,216,780
Thomson Reuters CorporationTRIIndustrials1.56%42,436+42,436+100.00%$3,818,391
Colliers International Group Inc.CIGIReal Estate1.37%31,379+1,162+3.85%$3,354,101
Uber Technologies, Inc.UBERTechnology1.29%44,026-66,223-60.07%$3,166,790
Bentley Systems, Incorporated Class BBSYTechnology1.18%82,120+45,202+122.44%$2,884,054
KKR & Co IncKKRFinancial Services0.55%14,513-13,190-47.61%$1,342,453
S&P Global, Inc.SPGIFinancial Services0.53%3,043+855+39.08%$1,294,310
Tamboran Resources CorporationTBNEnergy0.52%25,322--$1,265,847
Netflix, Inc.NFLXCommunication Services0.51%13,063+13,063+100.00%$1,256,007
American Water Works Company, Inc.AWKUtilities0.45%8,181+613+8.10%$1,113,352
Hess Midstream LP Class AHESMEnergy0.43%27,142-14,524-34.86%$1,055,010
Texas Roadhouse, Inc.TXRHConsumer Cyclical0.39%5,757--$950,711
ProShares Short QQQPSQOther0.30%22,979+22,979+100.00%$739,694
iShares MSCI Global Metals & Mining Producers ETFPICKOther0.18%7,799+3,593+85.43%$441,345
Invesco DB Base Metals FundDBBOther0.17%17,485+8,213+88.58%$410,898
United States Natural Gas Fund LPUNGOther0.16%34,062+16,348+92.29%$399,547
Compass Diversified HoldingsCODIIndustrials0.13%40,617+40,617+100.00%$319,250
EHang Holdings Ltd. Sponsored ADR Class AEHIndustrials0.08%19,389+19,389+100.00%$188,267