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Portfolio (Quarterly) Guide ↗

Ausbil Investment Management Ltd

· CIK 0001966036
13F Portfolio $201M AUM 63 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 22 Added 12 Reduced 15 Exited
Page 4 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PUT Freeport-McMoRan Inc 50,000.0 $22K 0.01% NEW $0.44
62 PUT BHP Group Ltd 40,000.0 $12K 0.01% NEW $0.30
63 GDX PUT VanEck Gold Miners ETF/USA 20,000.0 $8K 0.00% NEW $0.40 +21515.0%
Page 4 of 4  ·  63 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Utilities 38.0%
Industrials 22.4%
Energy 18.3%
Real Estate 10.2%
Financial Services 3.7%
Healthcare 3.7%
Basic Materials 1.7%
Technology 1.3%
Consumer Cyclical 0.6%
Consumer Defensive 0.1%