Skip to content
Disclosery

L1 Capital Pty Ltd: AVR position timeline

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

L1 Capital Pty Ltd held 7,789,000 AVR shares at 2026-06-30 per its 13F-HR filed 2026-08-13, and reported 6,358,271 shares in a Form 4 filed 2026-10-08.

Estimated current stake: 6,358,271 shares

Estimated from Form 4 of 2026-10-08. As of 2026-10-06, Form 4 0001817646-26-000032.

Shares are the reporting owners' post-transaction amount in the lines that filing reports.

Percent of portfolio stays on the 13F for 2026-06-30.

  1. transaction date2026-10-06
    F4 6,358,271 shares
    Transaction change +272,695 shares

    (code P, bought) at $7.18. Different basis (the reporting owners' lines in a Form 3, 4 or 5).

    Form 4 0001817646-26-000032 filed by L1 Capital Pty Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,789,000 shares
    Change vs previous 13F 0 shares

    2.58% of the 13F portfolio, value $76,721,650.

    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).

  3. period ended2026-03-31
    13F 7,789,000 shares
    Change vs previous 13F +4,977,000 shares

    1.7% of the 13F portfolio, value $43,228,950.

    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).

  4. period ended2025-12-31
    13F 2,812,000 shares
    Change vs previous 13F -4,026,136 shares

    0.73% of the 13F portfolio, value $14,031,880.

    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).

  5. period ended2025-09-30
    13F 6,838,136 shares
    Change vs previous 13F +4,026,136 shares

    1.72% of the 13F portfolio, value $27,215,781.

    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).

  6. period ended2025-06-30
    13F/A 2,812,000 shares
    Change vs previous 13F -4,074,480 shares

    1.58% of the 13F portfolio, value $26,099,759.

    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).

  7. period ended2025-03-31
    13F 6,886,480 shares
    Change vs previous 13F +4,097,797 shares

    2.33% of the 13F portfolio, value $25,066,787.

    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).

  8. period ended2024-12-31
    13F 2,788,683 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $15,560,851.

    13F-HR 0001085146-25-001660 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).

1 row left out, with the rule
  • 2 derivative rows (Table II)