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Portfolio (Quarterly) Guide ↗

FIRETRAIL INVESTMENTS PTY LTD

· CIK 0001943822
13F Portfolio $293M AUM 28 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 Added 7 Reduced 1 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WFC Wells Fargo & Co Financial Services 44,565.0 $3.5M 1.21% +2K +5.1% $79.66 +5.8%
Page 2 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.5%
Consumer Cyclical 14.1%
Healthcare 12.8%
Financial Services 11.8%
Industrials 10.9%
Consumer Defensive 3.7%
Basic Materials 3.6%
Real Estate 3.5%