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Qube Holdings (ASX:QUB), the logistics and infrastructure group, was acquired by Macquarie Asset Management. In June 2026, Blackwattle established a new position in Qube to capture the final stages of the previously announced $11.7 billion takeover by Macquarie Asset Management. First Sentier exited after MAM submitted its proposal, and Solaris anticipated Qube would distribute a special dividend, utilising growing franking balances. Oracle had bought a new position earlier in the year. Qube operates in the Industrials sector within the Transportation Infrastructure industry, and Thesis Tracker has captured 17 comments from 13 fund managers, including Blackwattle, First Sentier, Solaris and Oracle. Founded in 2006 and headquartered in Sydney, Qube provides import and export logistics services across ports, bulk handling, rail, road transport and warehousing in Australia, New Zealand and Southeast Asia, and holds infrastructure assets including the Moorebank Logistics Park and a stake in Patrick Terminals.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Clime Investment Management, Paradice Investment Management, Wilson Asset Management, SG Hiscock & Company, Infinity Asset Management, PM Capital, Equity Trustees Asset Management, Solaris Investment Management, First Sentier Investors, Oracle Advisory Group, Sage Capital, Blackwattle Investment Partners and Vertium Asset Management have invested in Qube Holdings Ltd (ASX:QUB).
Managers highlight Macquarie Asset Management's $11.7 billion takeover and the expected special dividend from franking balances, providing a defined return to completion, according to Blackwattle and Solaris.
With the takeover nearing completion, holders lose ongoing exposure to Qube, and First Sentier exited after the proposal was announced.
Qube Holdings Ltd. is an Australian logistics and infrastructure company founded in 2006, headquartered in Sydney. It provides comprehensive import and export logistics services across four segments: Operating Division, Property Division, Patrick, and Corporate and Other. The Operating Division includes Qube Ports, Qube Bulk, and Qube Logistics. The Property Division focuses on the Moorebank Logistics Park Project. Patrick provides container stevedoring services at Australia’s four largest ports. The Corporate and Other segment delivers strategic and treasury support while managing new growth opportunities.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.