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 07:10:54 11/09/2024 BST			5-day change	1st Jan Change
32.94 ^AUD	-0.87%		-3.80%	+0.52%

08-29	Washington H. Soul Pattison and Company Files for Singapore Listing of AU$450 Million of Bonds	MT
07-29	Washington H. Soul Pattinson and Company Limited Appoints Bruce Macdiarmid to the Board as A Non-Executive Director	CI

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: 51

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

Fiscal Period: July	2019	2020	2021	2022	2023
Private Equity Portfolio	-	-	-	92.74M	-
Property Portfolio	-	-	-	3.5M	-
Credit Portfolio	-	-	-	18.27M	-
Emerging Companies Portfolio	-	-	-	3.64M	-
Large Caps Portfolio	-	-	-	143M	-
TPG Telecom Limited	-	-	17.58M	-	-
Other Investing Activities	293M	296M	182M	-	-
Unallocated Gain on Deemed Disposals of Equity Accounted Associates	1.34M	-	-	-	-
Intersegment/Unallocated	-117M	-234M	-99.02M	3.56M	-
Round Oak Minerals Pty Limited	133M	223M	353M	-	-
Strategic Portfolio	-	-	-	2.52B	-
New Hope Corporation Limited	1.31B	1.08B	1.05B	-	-

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

Fiscal Period: July	2019	2020	2021	2022	2023
Australia	241M	174M	315M	241M	350M
Singapore	-	-	-	-	5.94M
Hong Kong	-	-	-	-	4M
Mongolia	-	-	-	-	2.16M
Other	-	-	56.24M	352M	708K
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	-	-	-
Asia	1.32B	-	-	-	-

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Managers: Washington H. Soul Pattinson and Company Limited

Director	Title	Age	Since
Todd Barlow CEO	Chief Executive Officer	45	31/03/14
David Grbin DFI	Director of Finance/CFO	-	15/04/18
Robert Millner CHM	Chairman	73	31/12/83
Jaki Virtue COO	Chief Operating Officer	-	31/07/23
Brendan O'Dea CIO	Chief Investment Officer	-	30/09/21

See WASHINGTON H. SOUL PATTINSON AND COMPANY LIMITED governance

Members of the board: Washington H. Soul Pattinson and Company Limited

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

Composition of the Board of Directors

Shareholders: Washington H. Soul Pattinson and Company Limited

Name	Equities	%	Valuation
BRICKWORKS LIMITED 25.66 %	94,314,855	25.66 %	2 208 M $
Millner Family 6.378 %	23,440,768	6.378 %	549 M $
Hugh Dixson 2.380 %	8,749,192	2.380 %	205 M $
Argo Investments Ltd. (Investment Management) 0.8007 %	2,943,073	0.8007 %	69 M $
John Church 0.6564 %	2,412,580	0.6564 %	56 M $

List of WASHINGTON H. SOUL PATTINSON AND COMPANY LIMITED shareholders

Holdings: Washington H. Soul Pattinson and Company Limited

Name	Equities	%	Valuation
BRICKWORKS LIMITED 43.03%	65,645,140	43.03%	1,174,526,127 $
NEW HOPE CORPORATION LIMITED 39.24%	331,696,418	39.24%	1,008,250,968 $
TPG TELECOM LIMITED 12.78%	237,544,846	12.78%	799,423,923 $
TUAS LIMITED 25.27%	117,852,424	25.27%	347,038,854 $
PERPETUAL LIMITED 11.56%	13,214,115	11.56%	176,177,453 $
APEX HEALTHCARE 29.56%	212,776,320	29.56%	133,893,755 $
MACQUARIE GROUP LIMITED 0.18%	678,129	0.18%	99,222,832 $
WESFARMERS LIMITED 0.17%	1,889,278	0.17%	93,064,134 $
BKI INVESTMENT COMPANY LIMITED 8.00%	64,534,868	8.00%	75,094,708 $
ALS LIMITED 1.39%	6,737,845	1.39%	71,637,374 $

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.whsp.com.au

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

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WASHINGTON H. SOUL PATTINSON AND COMPANY LIMITED	-0.87%	-3.80%	-1.44%	-15.36%	8.12B
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