Glenorchy Capital Ltd IRS — IRSA INVERSIONES Y REP S A

Ownership history in Glenorchy Capital Ltd  ·  10 quarters on record

AI Ownership Summary

Glenorchy Capital Ltd reported IRSA INVERSIONES Y REP S A (IRS) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.43% in 2025 Q1. The latest visible filing shows IRS at 0.06% 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 IRS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Glenorchy Capital Ltd's position in IRSA INVERSIONES Y REP S A, 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
2026 Q1

IRS was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

IRS stock page Glenorchy Capital Ltd fund profile Glenorchy Capital Ltd full holdings
How Glenorchy Capital Ltd held IRS — position size vs. price
% of Fund (quarterly)    IRS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 63,547 +9,948 +18.6% 0.06% $1.0M 2026-05-14 $13.69
2025 Q4 ADDED — — — 53,599 +10,293 +23.8% 0.05% $887K 2026-01-30 $17.40
2025 Q3 REDUCED — — — 43,306 -1,114 -2.5% 0.08% $513K 2025-10-30 $14.76
2025 Q2 ADDED — — — 44,420 +140 +0.3% 0.09% $619K 2025-08-14 $15.69
2025 Q1 ADDED — — — 44,280 +342 +0.8% 0.43% $571K 2025-05-13 $15.49
2024 Q4 ADDED — — — 43,938 +2,262 +5.4% 0.38% $656K 2025-02-14 $14.27
2024 Q3 REDUCED 37.2% +41.5% ❌ 41,676 -24,675 -37.2% 0.15% $474K 2024-10-18 $11.64
2024 Q2 ADDED — — — 66,351 +16,584 +33.3% 0.18% $595K 2024-07-30 $8.53
2024 Q1 REDUCED — — — 49,767 -1,031 -2.0% 0.16% $466K 2024-05-15 $10.09
2023 Q4 INITIATED — — — 50,798 — — 0.17% $437K 2024-02-02 $7.67

🏢 Other funds also holding IRS

As of 2026 Q1 — sorted by position size

VR Advisory Services Ltd 3Y 7Y 5.12% Helikon Investments Ltd 3Y 2.71% Systrade AG 3Y 1.3% PING CAPITAL MANAGEMENT, INC. 0.58% Crocodile Capital Partners GmbH 3Y 0.46% Secure Asset Management, LLC 3Y 0.23% Verde Servicos Internacionais S.A. 3Y 7Y 0.2% ANCHYRA PARTNERS LLC 0.11% RWC Asset Management LLP 3Y 7Y 0.11% Kopernik Global Investors, LLC 3Y 7Y 0.1%

FAQ About Glenorchy Capital Ltd and IRS

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

How long has Glenorchy Capital Ltd reported owning IRS?

Glenorchy Capital Ltd reported IRS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IRS position in Glenorchy Capital Ltd's portfolio?

The largest reported portfolio weight for IRS was 0.43% in 2025 Q1.

What is the latest reported IRS position on this page?

The most recent filing on this page is 2026 Q1, when Glenorchy Capital Ltd reported 63,547 shares, equal to 0.06% of portfolio, with an estimated market value of $1.0M.

What does the chart on this IRS ownership page compare?

The chart compares Glenorchy Capital Ltd's quarterly IRS 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 Glenorchy Capital Ltd time their IRS position?

Based on 13F filing dates vs. subsequent IRS price moves, Glenorchy Capital Ltd correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on IRS relative to SPY over the holding period was +6.2%.

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