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Disclosery

Lakehouse Capital Pty Ltd: TW position timeline

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

Lakehouse Capital Pty Ltd held 39,020 TW shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 39,020 shares
    Change vs previous 13F +4,720 shares

    3.45% of the 13F portfolio, value $3,935,000.

    13F-HR 0001844830-26-000004 filed by Lakehouse Capital Pty Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 34,300 shares
    Change vs previous 13F 0 shares

    3.78% of the 13F portfolio, value $3,418,000.

    13F-HR 0001844830-26-000003 filed by Lakehouse 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 34,300 shares
    Change vs previous 13F -74,575 shares

    3.97% of the 13F portfolio, value $5,892,000.

    13F-HR 0001844830-26-000002 filed by Lakehouse 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 108,875 shares
    Change vs previous 13F +27,995 shares

    8.44% of the 13F portfolio, value $11,708,000.

    13F-HR 0001844830-26-000001 filed by Lakehouse 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/A 80,880 shares
    Change vs previous 13F +40,000 shares

    5.49% of the 13F portfolio, value $8,976,000.

    13F-HR/A 0001844830-25-000006 filed by Lakehouse 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 40,880 shares
    Change vs previous 13F 0 shares

    3.65% of the 13F portfolio, value $5,985,000.

    13F-HR 0001844830-25-000003 filed by Lakehouse 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 40,880 shares
    Change vs previous 13F 0 shares

    4.03% of the 13F portfolio, value $6,069,000.

    13F-HR 0001844830-25-000002 filed by Lakehouse 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 40,880 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $5,352,000.

    13F-HR 0001844830-25-000001 filed by Lakehouse Capital Pty Ltd
    Filed (acceptance time not in the bulk data set), ingested

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