Caledonia (Private) Investments Pty Ltd CME — CME GROUP INC

Ownership history in Caledonia (Private) Investments Pty Ltd  ·  10 quarters on record

AI Ownership Summary

Caledonia (Private) Investments Pty Ltd reported CME GROUP INC (CME) in 10 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.29% in 2025 Q3. The latest visible filing shows CME at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CME ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Caledonia (Private) Investments Pty Ltd's position in CME GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CME was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CME stock page Caledonia (Private) Investments Pty Ltd fund profile Caledonia (Private) Investments Pty Ltd full holdings
How Caledonia (Private) Investments Pty Ltd held CME — position size vs. price
% of Fund (quarterly)    CME price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 18,744 — 0% 0.14% $4.1M 2026-08-14 $269.80
2026 Q1 UNCHANGED — — — 18,744 — 0% 0.16% $5.5M 2026-05-15 $297.32
2025 Q4 REDUCED 71.7% +10.7% ❌ 18,744 -47,416 -71.7% 0.10% $5.1M 2026-02-17 $294.62
2025 Q3 UNCHANGED — — — 66,160 — 0% 0.29% $17.9M 2025-11-14 $275.68
2025 Q2 UNCHANGED — — — 66,160 — 0% 0.29% $18.2M 2025-08-14 $264.41
2025 Q1 UNCHANGED — — — 66,160 — 0% 0.29% $17.6M 2025-05-15 $262.54
2024 Q4 REDUCED 55.5% +14.8% ❌ 66,160 -82,596 -55.5% 0.21% $15.4M 2025-02-14 $234.05
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CME

As of 2026 Q2 — sorted by position size

Vitol Holding B.V. 3Y 100.0% BP PLC 3Y 7Y 99.57% MIZUHO FINANCIAL GROUP INC 3Y 7Y 56.31% GUARDCAP ASSET MANAGEMENT Ltd 3Y 7Y 12.24% Prevatt Capital Ltd 10.25% Kepos Capital LP 3Y 7Y 9.03% Michelson Medical Research Foundation, Inc. 3Y 7.96% CAPITAL COUNSEL LLC/NY 3Y 7Y 6.8% Patrick Mauro Investment Advisor, INC. 3Y 5.85% IRON Financial LLC 3Y 7Y 5.31%

FAQ About Caledonia (Private) Investments Pty Ltd and CME

These are the practical questions this page is built to answer before you even open the full history table.

How long has Caledonia (Private) Investments Pty Ltd reported owning CME?

Caledonia (Private) Investments Pty Ltd reported CME across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported CME position in Caledonia (Private) Investments Pty Ltd's portfolio?

The largest reported portfolio weight for CME was 0.29% in 2025 Q3.

What is the latest reported CME position on this page?

The most recent filing on this page is 2026 Q2, when Caledonia (Private) Investments Pty Ltd reported 18,744 shares, equal to 0.14% of portfolio, with an estimated market value of $4.1M.

What does the chart on this CME ownership page compare?

The chart compares Caledonia (Private) Investments Pty Ltd's quarterly CME portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Caledonia (Private) Investments Pty Ltd time their CME position?

Based on 13F filing dates vs. subsequent CME price moves, Caledonia (Private) Investments Pty Ltd correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on CME relative to SPY over the holding period was -7.5%.

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