WASHINGTON H. SOUL PATTINSON AND COMPANY LIMITED

Company Washington H. Soul Pattinson and Company Limited

SOL

AU000000SOL3

Investment Holding Companies

Market Closed - Australian S.E. Other stock markets 07:10:28 09/07/2025 BST			5-day change	1st Jan Change
41.75 ^AUD	-1.18%		-1.63%	+22.00%

08:49am	The Week's Biggest Mergers Unpacked
07-07	Washington H. Soul Pattinson and Company, Brickworks' Topco Merger Secures AU$220 Million Placement	MT

Business description: Washington H. Soul Pattinson and Company Limited

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: 56

Sales by Activity: Washington H. Soul Pattinson and Company Limited

Fiscal Period: July	2020	2021	2022	2023	2024
Property Portfolio	-	-	3.5M	-	-
Credit Portfolio	-	-	18.27M	-	-
Private Equity Portfolio	-	-	92.74M	-	-
Emerging Companies Portfolio	-	-	3.64M	-	-
Large Caps Portfolio	-	-	143M	-	-
Strategic Portfolio	-	-	2.52B	-	-
TPG Telecom Limited	-	17.58M	-	-	-
Other Investing Activities	296M	182M	-	-	-
Intersegment/Unallocated	-234M	-99.02M	3.56M	-	-
Round Oak Minerals Pty Limited	223M	353M	-	-	-
New Hope Corporation Limited	1.08B	1.05B	-	-	-

See all business segments

Geographical breakdown of sales: Washington H. Soul Pattinson and Company Limited

Fiscal Period: July	2020	2021	2022	2023	2024
Australia	174M	315M	241M	350M	540M
Other	-	56.24M	352M	708K	17.3M
Mongolia	-	-	-	2.16M	-
Hong Kong	-	-	-	4M	-
Singapore	-	-	-	5.94M	-
Finland	-	26.44M	-	-	-
Malaysia	-	56.91M	-	-	-
Korea	-	-	76.28M	-	-
Vietnam	-	15.88M	-	-	-
Chile	-	63.37M	39.01M	-	-
India	-	59.29M	14.68M	-	-
Korea/Indonesia	-	134M	-	-	-
Taiwan	-	240M	613M	-	-
China	-	24.26M	-	-	-
Japan	-	435M	1.22B	-	-
Overseas	1.14B	-	-	-	-

See all geographic segments

Executive Committee: Washington H. Soul Pattinson and Company Limited

Manager	Title	Age	Since
Todd Barlow CEO	Chief Executive Officer	46	31/03/2014
David Grbin DFI	Director of Finance/CFO	-	15/04/2018
Robert Millner IRC	Investor Relations Contact	74	-
Jaki Virtue COO	Chief Operating Officer	-	31/07/2023
Brendan O'Dea CIO	Chief Investment Officer	-	30/09/2021

See WASHINGTON H. SOUL PATTINSON AND COMPANY LIMITED governance

Composition of the Board of Directors: Washington H. Soul Pattinson and Company Limited

Director	Title	Age	Since
Robert Millner CHM	Chairman	74	31/12/1997
Todd Barlow BRD	Director/Board Member	46	28/02/2015
Tiffany Fuller BRD	Director/Board Member	54	30/11/2017
Josephine Sukkar BRD	Director/Board Member	61	13/07/2020
Joanne Pollard BRD	Director/Board Member	-	28/02/2022
David Baxby BRD	Director/Board Member	52	31/01/2023
Bruce MacDiarmid BRD	Director/Board Member	-	31/07/2024

Composition of the Board of Directors

Shareholders: Washington H. Soul Pattinson and Company Limited

Name	Equities	%	Valuation
BRICKWORKS LIMITED 25.65 %	94,314,855	25.65 %	2 597 M $
Millner Family 6.516 %	23,961,163	6.516 %	660 M $
Hugh Dixson 2.379 %	8,749,192	2.379 %	241 M $
Argo Investments Ltd. (Investment Management) 0.8003 %	2,943,073	0.8003 %	81 M $
John Church 0.6561 %	2,412,580	0.6561 %	66 M $

List of WASHINGTON H. SOUL PATTINSON AND COMPANY LIMITED shareholders

Holdings: Washington H. Soul Pattinson and Company Limited

Name	Equities	%	Valuation
BRICKWORKS LIMITED 42.92%	65,645,140	42.92%	1,479,906,662 $
TPG TELECOM LIMITED 12.78%	237,544,846	12.78%	829,748,898 $
NEW HOPE CORPORATION LIMITED 39.24%	331,696,418	39.24%	804,294,157 $
TUAS LIMITED 21.14%	98,902,424	21.14%	385,653,189 $
APEX HEALTHCARE 29.54%	212,776,320	29.54%	115,218,377 $
MACQUARIE GROUP LIMITED 0.2%	758,129	0.2%	113,642,172 $
WESFARMERS LIMITED 0.17%	1,889,278	0.17%	104,932,219 $
ALS LIMITED 1.39%	6,737,845	1.39%	75,507,525 $
BKI INVESTMENT COMPANY LIMITED 8%	64,534,868	8%	74,224,133 $
PERPETUAL LIMITED 5.36%	6,139,115	5.36%	72,660,232 $

Company details: Washington H. Soul Pattinson and Company Limited

Washington H. Soul Pattinson & Co. Ltd.

151 Clarence Street Level 14

2000, Sydney

+61 2 9210 7070

http://www.soulpatts.com.au

address Washington H. Soul Pattinson and Company Limited(SOL)

Other Holding Companies

Add to a list 0 selected To use this feature you must be a member Log in Sign up	Change	5d. change	1-year change	3-years change	Capi.($)
WASHINGTON H. SOUL PATTINSON AND COMPANY LIMITED	-1.18%	-1.63%	+24.15%	+72.16%	10.13B
INVESTOR AB	+0.56%	+1.56%	+0.70%	+46.78%	91.31B
BAJAJ HOLDINGS & INVESTMENT LIMITED	-0.18%	-3.42%	+39.91%	+186.61%	18B
INVESTMENT AB LATOUR	+0.72%	+0.84%	-12.30%	+16.52%	16.83B
INDUSTRIVÄRDEN	+2.62%	+2.50%	+3.33%	+51.85%	15.86B
MERITZ FINANCIAL GROUP INC.	+1.39%	+1.65%	+43.03%	+339.85%	14.93B
HAL TRUST	-0.65%	-0.32%	+9.84%	+2.17%	13.07B
LUNDBERG B	+1.05%	+0.71%	-8.14%	+10.17%	12.42B
SOFINA SA	+0.38%	-0.45%	+24.15%	+26.78%	10.19B
GROUPE BRUXELLES LAMBERT SA	+0.21%	-0.07%	+8.94%	-9.82%	10.14B
Average	+0.49%	-0.01%	+13.36%	+74.31%	21.29B
Weighted average by Cap.	+0.57%	+0.66%	+8.83%	+69.83%