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Portfolio (Quarterly) Guide ↗

Coronation Fund Managers Ltd.

· CIK 0001594320
13F Portfolio $2.2B AUM 82 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 26 Added 14 Reduced 9 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ET ENERGY TRANSFER L P Energy 742,278.0 $14.3M 0.65% +139K +23.0% $19.30 -2.0%
22 HDB HDFC BANK LTD Financial Services 554,295.0 $13.8M 0.63% +71K +14.6% $24.88 +1.6%
23 KMI KINDER MORGAN INC DEL Energy 365,566.0 $12.3M 0.56% +118K +47.6% $33.53 -6.2%
24 PGR PROGRESSIVE CORP Financial Services 9,884.0 $2.0M 0.09% +2K +30.9% $198.24 +3.2%
25 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 28,844.0 $1.9M 0.09% +2K +7.4% $67.07 +38.8%
26 JD JD.COM INC Consumer Cyclical 12,228.0 $362K 0.02% +3K +39.9% $29.57 -4.0%
Page 2 of 2  ·  26 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
Consumer Cyclical 47.1%
Financial Services 24.7%
Communication Services 10.7%
Technology 10.3%
Real Estate 2.7%
Healthcare 2.1%
Energy 1.3%
Industrials 1.1%