L1 Capital International Pty Ltd J — JACOBS SOLUTIONS INC

Ownership history in L1 Capital International Pty Ltd  ·  7 quarters on record

AI Ownership Summary

L1 Capital International Pty Ltd reported JACOBS SOLUTIONS INC (J) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 5.57% in 2025 Q2. The latest visible filing shows J at 5.42% 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 J ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was L1 Capital International Pty Ltd's position in JACOBS SOLUTIONS INC, 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

J was reported at 5.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.57% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 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.

J stock page L1 Capital International Pty Ltd fund profile L1 Capital International Pty Ltd full holdings
How L1 Capital International Pty Ltd held J — position size vs. price
% of Fund (quarterly)    J price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 714,271 -9,262 -1.3% 5.42% $90.9M 2026-05-15 $110.16
2025 Q4 ADDED — — — 723,533 +567,478 +363.6% 4.95% $95.8M 2026-02-13 $132.03
2025 Q3 ADDED — — — 156,055 +2,934 +1.9% 4.88% $23.4M 2025-11-14 $153.15
2025 Q2 ADDED — — — 153,121 +26,088 +20.5% 5.57% $22.7M 2025-08-14 $146.80
2025 Q1 ADDED — — — 127,033 +36,882 +40.9% 4.23% $15.4M 2025-05-15 $125.89
2024 Q4 ADDED — — — 90,151 +37,214 +70.3% 3.70% $12.0M 2025-02-14 $125.66
2024 Q3 INITIATED — — — 52,937 — — 2.24% $7.0M 2024-11-14 $137.10

🏢 Other funds also holding J

As of 2026 Q2 — sorted by position size

CACTI ASSET MANAGEMENT LLC 3Y 7Y 3.71% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 3.22% Palouse Capital Management, Inc. 3Y 7Y 2.15% Red Spruce Capital, LLC 3Y 0.75% Werlinich Asset Management, LLC 0.63% NEVILLE RODIE & SHAW INC 3Y 7Y 0.63% Town & Country Bank & Trust CO dba First Bankers Trust CO 3Y 7Y 0.41% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 0.21% CGN Advisors LLC 3Y 0.15% BDF-GESTION 0.11%

FAQ About L1 Capital International Pty Ltd and J

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

How long has L1 Capital International Pty Ltd reported owning J?

L1 Capital International Pty Ltd reported J across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported J position in L1 Capital International Pty Ltd's portfolio?

The largest reported portfolio weight for J was 5.57% in 2025 Q2.

What is the latest reported J position on this page?

The most recent filing on this page is 2026 Q1, when L1 Capital International Pty Ltd reported 714,271 shares, equal to 5.42% of portfolio, with an estimated market value of $90.9M.

What does the chart on this J ownership page compare?

The chart compares L1 Capital International Pty Ltd's quarterly J 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 L1 Capital International Pty Ltd time their J position?

Based on 13F filing dates vs. subsequent J price moves, L1 Capital International Pty Ltd correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on J relative to SPY over the holding period was +489.6%.

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