13F Portfolios

Theleme Partners LLP: FLUTTER ENTMT PLC (FLUT): Quarterly 13F Position History

As of Q1 2026, Theleme Partners LLP reported 966,041 shares of FLUTTER ENTMT PLC (FLUT), worth $98.5M and representing 6.6% of its 13F equity book. Quarter-over-quarter share count change: + 70,000 (+7.8%) . The position first appeared in Q1 2025 and has been disclosed across 5 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 966,041 +70,000 +7.8% $98.5M 6.6% $102.0
Q4 2025 896,041 +340,000 +61.1% $192.7M 12.5% $215.0
Q3 2025 556,041 87,487 -13.6% $141.2M 9.0% $254.0
Q2 2025 643,528 +272,000 +73.2% $183.9M 11.2% $285.8
Q1 2025 371,528 $82.3M 6.5% $221.6

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, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Theleme Partners LLP first disclose a FLUT position in 13F-HR filings?

Theleme Partners LLP first reported FLUTTER ENTMT PLC (FLUT) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 5 reported quarters within Pactolio's tracked window.

What was Theleme Partners LLP's most recent quarter-over-quarter share-count change in FLUT?

Between Q4 2025 and Q1 2026, Theleme Partners LLP added 70,000 shares of FLUT (+7.8%), bringing the total reported position to 966,041 shares at a market value of $98.5M.

Does the implied price-per-share represent Theleme Partners LLP's cost basis in FLUT?

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.