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L1 Capital Pty Ltd: Z position timeline

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

L1 Capital Pty Ltd held 499,342 Z 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 499,342 shares
    Change vs previous 13F -769,986 shares

    0.53% of the 13F portfolio, value $15,739,260.

    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 1,269,328 shares
    Change vs previous 13F -459,985 shares

    2.06% of the 13F portfolio, value $52,524,793.

    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 1,729,313 shares
    Change vs previous 13F +1,722,369 shares

    6.15% of the 13F portfolio, value $117,973,733.

    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 6,944 shares
    Change vs previous 13F -373,518 shares

    0.03% of the 13F portfolio, value $506,912.

    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 380,462 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $26,651,363.

    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).