Avala Global LP: AMER SPORTS INC (AS): Quarterly 13F Position History
As of Q2 2026, Avala Global LP reported 3,422,412 shares of AMER SPORTS INC (AS), worth $115.8M and representing 4.3% of its 13F equity book. Quarter-over-quarter share count change: 933,100 (-21.4%) . The position first appeared in Q4 2024 and has been disclosed across 7 13F-HR filings in Pactolio's tracked window.
- 3,422,412Shares Held (Latest Filing)
- $115.8MReported Market Value (Latest Filing)
- 4.3%Portfolio Weight (% of 13F Equity Book)
- 933,100Quarter-over-Quarter Share Change
- -$27.6MQuarter-over-Quarter Value Change
- 4,637,149Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 7 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,422,412 | 933,100 | -21.4% | $115.8M | 4.3% | $33.8 |
| Q1 2026 | 4,355,512 | 281,637 | -6.1% | $143.4M | 6.9% | $32.9 |
| Q4 2025 | 4,637,149 | +1,297,200 | +38.8% | $173.2M | 8.3% | $37.4 |
| Q3 2025 | 3,339,949 | +142,900 | +4.5% | $116.1M | 4.8% | $34.8 |
| Q2 2025 | 3,197,049 | 284,188 | -8.2% | $123.9M | 6.5% | $38.8 |
| Q1 2025 | 3,481,237 | +31,484 | +0.9% | $93.1M | 6.4% | $26.7 |
| Q4 2024 | 3,449,753 | – | – | $96.5M | 6.0% | $28.0 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Avala Global LP first disclose a AS position in 13F-HR filings?
Avala Global LP first reported AMER SPORTS INC (AS) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 7 reported quarters within Pactolio's tracked window.
What was Avala Global LP's most recent quarter-over-quarter share-count change in AS?
Between Q1 2026 and Q2 2026, Avala Global LP reduced its AS position by 933,100 shares (-21.4%), leaving 3,422,412 shares at a market value of $115.8M.
Does the implied price-per-share represent Avala Global LP's cost basis in AS?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.