13F Portfolios

Caledonia (Private) Investments Pty Ltd: ROYALTY PHARMA PLC (RPRX): Quarterly 13F Position History

As of Q2 2026, Caledonia (Private) Investments Pty Ltd reported 5,775,851 shares of ROYALTY PHARMA PLC (RPRX), worth $323.9M and representing 11.1% of its 13F equity book. Quarter-over-quarter share count change: 1,392,548 (-19.4%) . The position first appeared in Q1 2025 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q2 2026 5,775,851 1,392,548 -19.4% $323.9M 11.1% $56.1
Q1 2026 7,168,399 208,639 -2.8% $343.9M 10.0% $48.0
Q4 2025 7,377,038 170,571 -2.3% $285.0M 5.5% $38.6
Q3 2025 7,547,609 +1,102,880 +17.1% $266.3M 4.3% $35.3
Q2 2025 6,444,729 +1,330,162 +26.0% $232.2M 3.7% $36.0
Q1 2025 5,114,567 $159.2M 2.6% $31.1

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.

When did Caledonia (Private) Investments Pty Ltd first disclose a RPRX position in 13F-HR filings?

Caledonia (Private) Investments Pty Ltd first reported ROYALTY PHARMA PLC (RPRX) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 6 reported quarters within Pactolio's tracked window.

What was Caledonia (Private) Investments Pty Ltd's most recent quarter-over-quarter share-count change in RPRX?

Between Q1 2026 and Q2 2026, Caledonia (Private) Investments Pty Ltd reduced its RPRX position by 1,392,548 shares (-19.4%), leaving 5,775,851 shares at a market value of $323.9M.

Does the implied price-per-share represent Caledonia (Private) Investments Pty Ltd's cost basis in RPRX?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.