Port of Tauranga Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:PKF1 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
03 Apr 24	Buy€11,571	Julia Hoare	Individual		4,000	€2.89

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of PKF1?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	2,995,992	0.44%
Institutions	29,484,225	4.33%
General Public	270,833,718	39.8%
Private Companies	376,953,980	55.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 60.16% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
54.2%	Quayside Holdings Limited	368,437,680	€1.3b	0%	no data
1.84%	Accident Compensation Corporation, Asset Management Arm	12,536,537	€43.9m	0%	1.63%
1.25%	Kotahi Logistics LP	8,500,000	€29.8m	0%	no data
0.75%	Smartshares Ltd.	5,109,204	€17.9m	-3.85%	0.54%
0.47%	Public Trust of New Zealand, Asset Management Arm	3,227,676	€11.3m	0%	2.9%
0.4%	Peter Masfen	2,708,395	€9.5m	0%	no data
0.25%	JPMorgan Chase & Co, Private Banking and Investment Banking Investments	1,714,268	€6.0m	0%	no data
0.2%	Dimensional Fund Advisors LP	1,336,395	€4.7m	2.01%	no data
0.18%	Trust Investments Management Limited	1,209,096	€4.2m	15.4%	2.99%
0.14%	Macquarie Asset Management Public Investments (N.Z.) Limited	947,061	€3.3m	160%	1.01%
0.11%	ANZ New Zealand Investments Limited	773,126	€2.7m	94.6%	0.2%
0.11%	Mirrabooka Investments Limited	762,000	€2.7m	0%	0.66%
0.058%	Russell Investment Management, LLC	397,333	€1.4m	-1.5%	no data
0.055%	Nuveen Asset Management LLC	375,400	€1.3m	0%	0.17%
0.053%	Devon Funds Management Limited	361,019	€1.3m	71.8%	0.92%
0.045%	Nuveen Investments, Inc.	302,780	€1.1m	-38.9%	no data
0.015%	Daniel Kneebone	99,587	€349.1k	-45.8%	no data
0.013%	Leonard Sampson	90,421	€316.9k	0.29%	no data
0.013%	Milford Asset Management, LTD	87,472	€306.6k	-78.8%	0.01%
0.012%	Harbour Asset Management Limited	84,688	€296.9k	0%	0.03%
0.0081%	FCA Corp	55,000	€192.9k	0%	0.06%
0.0074%	State Street Global Advisors, Inc.	50,127	€175.7k	0%	no data
0.0043%	AMP Capital Investors Limited	29,363	€103.0k	95.2%	0.59%
0.0036%	Handelsbanken Asset Management	24,380	€85.4k	0%	no data
0.0035%	Funds Administration New Zealand Ltd.	23,776	€83.5k	-0.36%	1.21%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/02 09:25
End of Day Share Price	2025/01/02 00:00
Earnings	2024/06/30
Annual Earnings	2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Port of Tauranga Limited is covered by 11 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Andrew Steele	Credit Suisse
Grant Swanepoel	Deutsche Bank
Andrew Bowley	Forsyth Barr Group Ltd.