Port of Tauranga Ownership

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

Recent Insider Transactions

NZSE:POT Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
03 Apr 24	BuyNZ$20,900	Julia Hoare	Individual		4,000	NZ$5.22

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 POT?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	2,995,992	0.44%
Institutions	30,458,728	4.48%
General Public	269,859,215	39.7%
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 60.3% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
54.2%	Quayside Holdings Limited	368,437,680	NZ$2.3b	0%	no data
1.84%	Accident Compensation Corporation, Asset Management Arm	12,536,537	NZ$79.4m	0%	1.59%
1.25%	Kotahi Logistics LP	8,500,000	NZ$53.8m	0%	no data
0.75%	Smartshares Ltd.	5,109,204	NZ$32.3m	-3.85%	0.53%
0.47%	Public Trust of New Zealand, Asset Management Arm	3,227,676	NZ$20.4m	0%	2.87%
0.4%	Peter Masfen	2,708,395	NZ$17.1m	0%	no data
0.25%	JPMorgan Chase & Co, Private Banking and Investment Banking Investments	1,714,268	NZ$10.9m	0%	no data
0.2%	Dimensional Fund Advisors LP	1,336,429	NZ$8.5m	2.01%	no data
0.18%	Trust Investments Management Limited	1,209,096	NZ$7.7m	15.4%	2.91%
0.14%	Macquarie Asset Management Public Investments (N.Z.) Limited	947,061	NZ$6.0m	160%	0.99%
0.13%	Djerriwarrh Investments Limited	854,000	NZ$5.4m	0%	0.45%
0.11%	ANZ New Zealand Investments Limited	773,126	NZ$4.9m	94.6%	0.2%
0.11%	Mirrabooka Investments Limited	762,000	NZ$4.8m	0%	0.64%
0.075%	Russell Investment Management, LLC	511,333	NZ$3.2m	-1.17%	no data
0.055%	Nuveen Asset Management LLC	375,400	NZ$2.4m	0%	0.17%
0.053%	Devon Funds Management Limited	361,019	NZ$2.3m	71.8%	0.9%
0.045%	Nuveen Investments, Inc.	302,780	NZ$1.9m	-38.9%	no data
0.015%	Daniel Kneebone	99,587	NZ$630.4k	-45.8%	no data
0.013%	Leonard Sampson	90,421	NZ$572.3k	0.29%	no data
0.013%	Milford Asset Management, LTD	87,472	NZ$553.8k	-78.8%	0.01%
0.012%	Harbour Asset Management Limited	84,688	NZ$536.1k	0%	0.03%
0.0081%	FCA Corp	55,000	NZ$348.4k	0%	0.06%
0.0074%	State Street Global Advisors, Inc.	50,127	NZ$317.4k	0%	no data
0.0043%	AMP Capital Investors Limited	29,363	NZ$186.0k	95.2%	0.57%
0.0036%	Handelsbanken Asset Management	24,380	NZ$154.2k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 12:33
End of Day Share Price	2024/12/30 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.