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Disclosery

Troy Asset Management Ltd: A position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Troy Asset Management Ltd on A, newest first. How the timeline and the estimate are built.

Troy Asset Management Ltd held 2,676,647 A shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,676,647 shares
    Change vs previous 13F +263,415 shares

    9.92% of the 13F portfolio, value $355,539,021.

    13F-HR 0001601407-26-000004 filed by Troy Asset Management 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 2,413,232 shares
    Change vs previous 13F +7,369 shares

    8.21% of the 13F portfolio, value $275,060,183.

    13F-HR 0001601407-26-000003 filed by Troy Asset Management 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 2,405,863 shares
    Change vs previous 13F +1,702 shares

    8.44% of the 13F portfolio, value $327,365,778.

    13F-HR 0001601407-26-000001 filed by Troy Asset Management 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 2,404,161 shares
    Change vs previous 13F +6,341 shares

    7.92% of the 13F portfolio, value $308,574,064.

    13F-HR 0001601407-25-000035 filed by Troy Asset Management 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 2,397,820 shares
    Change vs previous 13F 0 shares

    7.73% of the 13F portfolio, value $282,966,738.

    13F-HR/A 0001601407-25-000042 filed by Troy Asset Management 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/A 2,397,820 shares
    Change vs previous 13F +1,424,717 shares

    7.74% of the 13F portfolio, value $282,966,738.

    13F-HR/A 0001601407-25-000041 filed by Troy Asset Management 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/A 973,103 shares
    Change vs previous 13F -1,081 shares

    4.31% of the 13F portfolio, value $130,726,657.

    13F-HR 0001601407-25-000001 filed by Troy Asset Management 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/A 974,184 shares
    Change vs previous 13F not available

    4.56% of the 13F portfolio, value $144,646,840.

    13F-HR 0001601407-24-000021 filed by Troy Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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