Sector: consumerreal-estate
Conviction from: NASDAQCitriniSerenity
Zillow Group operates online real-estate marketplaces and software that help consumers and professionals find, buy, sell, rent, and finance homes.
3 tracked filer(s) hold this · 0 opened, 0 added, 2 trimmed in 31-MAR-2026
Aggregate 13FScore 39 — mean of 3 scored holder(s). Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Caledonia (Private) Investments Pty Ltd (auto-surfaced) | 30 | Holds (flat) | 11,370,543 | $470,626,775 | 13.7% |
| Caledonia (Private) Investments Pty Ltd (auto-surfaced) | 30 | Trimmed -1% | 25,894,393 | $1,071,509,982 | 31.2% |
| Larry Robbins / Glenview | 58 | Trimmed -32% | 789,670 | $32,676,545 | 0.8% |
Beyond 13F — activists, insiders, politicians & research
| Filed | Form | Activist | % of class | Conviction | |
|---|
| 2026-02-18 | SCHEDULE 13D/A | Frink Lloyd D | 6.7% | Med | filing |
6 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-07-01 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
Bullish · 1 mention(s), 1 personal-position post(s) · first 2025-09-22 · last 2025-09-22
“Hmm, looked into it more. While the Allosaurus pattern is promising, for $HPP, triple rate cut doesn't really affect leasing too much compared to home sales like $Z or $OPEN. It usually encourages hiring but we got the H1-B drama, which isn't helpful either.
They have a lot of debt, 85.4% of the debt is fixed so it doesn't really benefit from rate cuts like companies that use floating interest do…” post →
All 1 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2025-09-22 | Hmm, looked into it more. While the Allosaurus pattern is promising, for $HPP, triple rate cut doesn't really affect leasing too much compared to home sales like $Z or $OPEN. It usually encourages hiring but we got the H1-B drama, which isn't helpful either.
They have a lot of debt, 85.4% of the de… → · 1 likes · 1,331 views |
| Report | Date | Stance |
|---|
| #90 — Market Memo: Insuring Against Insanity | 2025-03-31 | LONG |