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Rare Infrastructure Ltd

Location
SYDNEY, C3
Portfolio Value
Mid $4,452,677,553
Diversification
Diversified
Filing Date
Global Rank
#709 / 8,050 ▲ 19 · as of Jun 2025
Top Industry
Utilities - Regulated Electric 42.6%
3Y Alpha vs SPY
-4.7%
Period ended 1 year ago
Filed Aug 12, 2025 · 1y
22 quarters · since Mar 2020

Clone Performance

Aug 2023–Jan 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+44.8%
SPY
+59.0%
Annualised alpha
-4.7%
Max drawdown
−12.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 9 quarters.Rare Infrastructure Ltd has stopped filing, so the simulation ends in Jan 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.

Portfolio Concentration

25 tracked positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025
Top Position
8.7%
−1.6 pts
Top 5
36.9%
−2.4 pts
Top 10
61.1%
−4.3 pts
HHI
524
Sep 2022 → Jun 2025 · range 524 – 652
Diversified−40

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025
Sector % Portfolio Value
Utilities 53.4% $2,378,207,045
Energy 28.3% $1,261,531,832
Industrials 14.3% $636,572,326
Real Estate 4.0% $176,366,350

Last Quarter's Activity

Export CSV
Jun 30, 2025 vs Mar 31, 2025

Added To

Positions the filer increased
17 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
6 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
2 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
2 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
25 tracked positions · $4,452,677,553 total · filing declares 25 positions · $4,561,676,602 · as of Jun 30, 2025
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.