Stock SOL WASHINGTON H. SOUL PATTINSON AND COMPANY LIMITED
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Company Washington H. Soul Pattinson and Company Limited

Equities

SOL

AU000000SOL3

Investment Holding Companies

Market Closed - Australian S.E.
Other stock markets
 02:10:43 2024-04-19 am EDT 		5-day change 1st Jan Change
32.5 AUD -1.90% Intraday chart for Washington H. Soul Pattinson and Company Limited -6.07% -0.82%
Apr. 09 Pengana Capital Group Acquires Soul Pattinsons' Pengana Credit Share MT
Mar. 21 Transcript : Washington H. Soul Pattinson and Company Limited, H1 2024 Earnings Call, Mar 21, 2024

Business Summary

Washington H. Soul Pattinson and Company Limited is an investment company. Its segments include Strategic Investments Portfolio, Large Caps Portfolio, Private Equity Portfolio, Credit Portfolio, Emerging Companies Portfolio and Property Portfolio. The Strategic Investments Portfolio segment includes significant investments in uncorrelated listed companies where it generally has board representation. Large Caps Portfolio segment is an actively managed, Australian listed equities portfolio. The Private Equity Portfolio segment includes long-term investments in unlisted companies to support their future growth. The Credit Portfolio segment includes investments in corporate loans, bonds, and structured instruments. The Emerging Companies Portfolio segment includes investments in attractive, early stage and high growth companies that are listed, about to undertake an Initial Public Offering (IPO) or are at a pre-IPO stage. Property Portfolio segment comprises direct property investments.

Number of employees: 51

Sales per region

AUD in Million2022Weight2023Weight Delta
Australia
96.5 %
241 9.4 % 350 96.5 % +45.09%
Singapore
1.6 %
-- 6 1.6 % -
Hong Kong
1.1 %
-- 4 1.1 % -
Mongolia
0.6 %
-- 2 0.6 % -
Other
0.2 %
352 13.8 % 1 0.2 % -99.80%

Managers

Managers TitleAgeSince
Todd Barlow CEO
 Chief Executive Officer 45 14-03-31
David Grbin DFI
 Director of Finance/CFO - 18-04-15
Robert Millner CHM
 Chairman 73 83-12-31
Jaki Virtue COO
 Chief Operating Officer - 23-07-31
Brendan O'Dea CIO
 Chief Investment Officer - 21-09-30
Pamela Longstaff SEC
 Corporate Secretary - 23-08-27

Members of the board

Members of the board TitleAgeSince
Michael Hawker BRD
 Director/Board Member 64 12-10-09
Robert Millner CHM
 Chairman 73 83-12-31
David Baxby BRD
 Director/Board Member 51 23-01-31
Josephine Sukkar BRD
 Director/Board Member 60 20-07-13
Todd Barlow CEO
 Chief Executive Officer 45 14-03-31
Tiffany Fuller BRD
 Director/Board Member 53 17-11-30
Joanne Pollard BRD
 Director/Board Member - 22-02-28

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 360,967,863 228,890,237 ( 63.41 %) 162,174 ( 0.0449 %) 63.41 %

Shareholders

NameEquities%Valuation
BRICKWORKS LIMITED
26.13 %
94,314,855 26.13 % 2 068 M $
Millner Family
6.494 %
23,440,768 6.494 % 514 M $
Milton Corp. Ltd. (Investment Management)
3.720 %
13,426,330 3.720 % 294 M $
Hugh Dixson
2.424 %
8,749,192 2.424 % 192 M $
Argo Investments Ltd. (Investment Management)
0.8153 %
2,943,073 0.8153 % 65 M $
John Church
0.6684 %
2,412,580 0.6684 % 53 M $
Mutual Trust Pty Ltd.
0.5139 %
1,854,905 0.5139 % 41 M $
Netwealth Investments Ltd.
0.3293 %
1,188,533 0.3293 % 26 M $
Danwer Investments Pty Ltd.
0.3138 %
1,132,612 0.3138 % 25 M $
Bortre Pty Ltd.
0.3066 %
1,106,612 0.3066 % 24 M $

Holdings

NameEquities%Valuation
BRICKWORKS LIMITED
43.07%
 65,645,140 43.07% 1,219,709,677 $
NEW HOPE CORPORATION LIMITED
39.24%
 331,696,418 39.24% 1,006,254,155 $
TPG TELECOM LIMITED
12.78%
 237,544,846 12.78% 698,932,951 $
TUAS LIMITED
25.27%
 117,852,424 25.27% 300,627,391 $
PERPETUAL LIMITED
11.65%
 13,214,115 11.65% 216,298,148 $
MACQUARIE GROUP LIMITED
0.33%
 1,273,493 0.33% 165,916,106 $
APEX HEALTHCARE
29.61%
 212,776,320 29.61% 132,619,225 $
WESFARMERS LIMITED
0.19%
 2,104,278 0.19% 93,901,638 $
BKI INVESTMENT COMPANY LIMITED
8.02%
 64,534,868 8.02% 71,363,948 $
GOODMAN GROUP
0.16%
 3,029,494 0.16% 66,823,488 $

Company contact information

Washington H. Soul Pattinson & Co. Ltd.

151 Clarence Street Level 14

2000, Sydney

+61 2 9210 7070

http://www.whsp.com.au
address Washington H. Soul Pattinson and Company Limited(SOL)

Sector

Financials
Holding Companies
Holding Companies
Investment Holding Companies
Other Holding Companies

Sales per Business

Sales per region

Ratings for Washington H. Soul Pattinson and Company Limited

Trading Rating
Investor Rating
ESG Refinitiv
C
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
2
Last Close Price
32.5 AUD
Average target price
34.3 AUD
Spread / Average Target
+5.54%
Consensus

EPS Revisions

Estimates Revisions

Annual profits - Rate of surprise

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