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Disclosery

L1 Capital Pty Ltd: EGO position timeline

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

L1 Capital Pty Ltd held 14,417,557 EGO 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 14,417,557 shares
    Change vs previous 13F +3,977,224 shares

    15.07% of the 13F portfolio, value $448,241,847.

    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 10,440,333 shares
    Change vs previous 13F +799,926 shares

    14.07% of the 13F portfolio, value $358,416,632.

    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).

  3. period ended2025-12-31
    13F 9,640,407 shares
    Change vs previous 13F +2,512,168 shares

    18.06% of the 13F portfolio, value $346,283,419.

    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 7,128,239 shares
    Change vs previous 13F -365,340 shares

    12.05% of the 13F portfolio, value $190,894,240.

    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 7,493,579 shares
    Change vs previous 13F -1,280,501 shares

    9.21% of the 13F portfolio, value $152,419,397.

    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 8,774,080 shares
    Change vs previous 13F +1,621,173 shares

    13.74% of the 13F portfolio, value $147,580,026.

    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).

  7. period ended2024-12-31
    13F 7,152,907 shares
    Change vs previous 13F +1,150,595 shares

    9.1% of the 13F portfolio, value $106,363,727.

    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).

  8. period ended2024-09-30
    13F 6,002,312 shares
    Change vs previous 13F not available

    8.97% of the 13F portfolio, value $104,260,159.

    13F-HR 0001085146-24-005976 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).