FIRETRAIL INVESTMENTS PTY LTD ICLR β€” ICON PLC

Ownership history in FIRETRAIL INVESTMENTS PTY LTD  Β·  4 quarters on record

AI Ownership Summary

FIRETRAIL INVESTMENTS PTY LTD reported ICON PLC (ICLR) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 3.3% in 2025 Q4. The latest visible filing shows ICLR at 3.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ICLR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRETRAIL INVESTMENTS PTY LTD's position in ICON PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ICLR was reported at 3.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.3% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FIRETRAIL INVESTMENTS PTY LTD held ICLR β€” position size vs. price
% of Fund (quarterly)    ICLR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 54,976 +1,711 +3.2% 3.30% $10.1M 2026-02-14 (Est.) $93.00
2025 Q3 REDUCED β€” β€” β€” 53,265 -188 -0.4% 2.32% $9.3M 2025-11-05 $163.70
2025 Q2 ADDED β€” β€” β€” 53,453 +19,847 +59.1% 2.02% $7.7M 2025-08-05 $165.98
2025 Q1 INITIATED β€” β€” β€” 33,606 β€” β€” 1.73% $5.9M 2025-05-07 $138.85

FAQ About FIRETRAIL INVESTMENTS PTY LTD and ICLR

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIRETRAIL INVESTMENTS PTY LTD reported owning ICLR?

FIRETRAIL INVESTMENTS PTY LTD reported ICLR across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported ICLR position in FIRETRAIL INVESTMENTS PTY LTD's portfolio?

The largest reported portfolio weight for ICLR was 3.30% in 2025 Q4.

What is the latest reported ICLR position on this page?

The most recent filing on this page is 2025 Q4, when FIRETRAIL INVESTMENTS PTY LTD reported 54,976 shares, equal to 3.30% of portfolio, with an estimated market value of $10.1M.

What does the chart on this ICLR ownership page compare?

The chart compares FIRETRAIL INVESTMENTS PTY LTD's quarterly ICLR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FIRETRAIL INVESTMENTS PTY LTD time their ICLR position?

Based on 13F filing dates vs. subsequent ICLR price moves, FIRETRAIL INVESTMENTS PTY LTD correctly timed 2 out of 3 reported position changes (67%).

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