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Disclosery

Troy Asset Management Ltd: V position timeline

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

Troy Asset Management Ltd held 1,632,408 V 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 1,632,408 shares
    Change vs previous 13F +497 shares

    15.62% of the 13F portfolio, value $560,062,861.

    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 1,631,911 shares
    Change vs previous 13F -766,384 shares

    14.71% of the 13F portfolio, value $493,228,781.

    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 2,398,295 shares
    Change vs previous 13F +128,350 shares

    19.51% of the 13F portfolio, value $757,008,088.

    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 2,269,945 shares
    Change vs previous 13F +883,655 shares

    18.56% of the 13F portfolio, value $722,795,693.

    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 1,386,290 shares
    Change vs previous 13F 0 shares

    13.45% of the 13F portfolio, value $492,202,264.

    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 1,386,290 shares
    Change vs previous 13F -199,045 shares

    13.47% of the 13F portfolio, value $492,202,264.

    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 1,585,335 shares
    Change vs previous 13F -27,671 shares

    16.5% of the 13F portfolio, value $501,029,273.

    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 1,613,006 shares
    Change vs previous 13F not available

    13.98% of the 13F portfolio, value $443,496,000.

    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).