
What smart money is saying about Qantas Airways
1 fund in our archive has pitched Qantas Airways — most recently L1 Capital Catalyst Fund in September 2026.
Qantas Airways Limited provides air transportation services in Australia and internationally. The company operates through Qantas Domestic, Qantas International, Jetstar Group, and Qantas Loyalty segments. It offers passengers and air freight services; and customer loyalty recognition programs. The company also provides freight services; and operates frequent flyer loyalty program. It operates under the Qantas and Jetstar brands. Qantas Airways Limited was founded in 1920 and is headquartered in Mascot, Australia.
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Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Qantas Airways, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 1 |
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- September 2026
“• Qantas: Shares declined 14% during the September quarter as renewed Middle East tensions drove jet fuel prices higher, reversing part of the previous quarter’s recovery and weighing on earnings expectations.”
Qantas Airways - June 2026
Listed in L1 Capital Catalyst Fund’s reported holdings.
Qantas Airways
Fund coverage · 1 thesis
- L1 Capital Catalyst FundSeptember 2026
Qantas has a resilient competitive position and medium-term earnings upside from fleet renewal, pricing power and Project Sunrise despite near-term fuel volatility.
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