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Disclosery

L1 Capital Pty Ltd: AA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L1 Capital Pty Ltd on AA, newest first. How the timeline and the estimate are built.

L1 Capital Pty Ltd held 1,435,645 AA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,435,645 shares
    Change vs previous 13F +1,435,645 shares

    2.52% of the 13F portfolio, value $74,854,530.

    13F-HR 0001817646-26-000021 filed by L1 Capital Pty Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,545,476 shares

    13F-HR 0001817646-26-000004 filed by L1 Capital Pty Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 1,545,476 shares
    Change vs previous 13F -4,342,223 shares

    4.28% of the 13F portfolio, value $82,126,595.

    13F-HR 0001817646-26-000003 filed by L1 Capital Pty Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,887,699 shares
    Change vs previous 13F +1,073,357 shares

    13.87% of the 13F portfolio, value $219,728,927.

    13F-HR 0001817646-25-000004 filed by L1 Capital Pty Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 4,814,342 shares
    Change vs previous 13F +3,087,298 shares

    8.59% of the 13F portfolio, value $142,071,232.

    13F-HR/A 0001085146-25-005739 filed by L1 Capital Pty Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,727,044 shares
    Change vs previous 13F not available

    4.91% of the 13F portfolio, value $52,674,842.

    13F-HR 0001085146-25-003358 filed by L1 Capital Pty Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).