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L1 Capital Pty Ltd 13F holdings

Filed 2026-08-13 · L1 Capital Pty Ltd · 24 positions · $3.0B

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TickerCompanySharesValue% of portfolio
EGOELDORADO GOLD CORP NEW14.4M$448.2M15.1%
NXENEXGEN ENERGY LTD35.0M$328.7M11.0%
—AMCOR PLC6.7M$290.9M9.8%
EQXEQUINOX GOLD CORP27.1M$263.0M8.8%
CGAUCENTERRA GOLD INC16.3M$259.0M8.7%
TGBTREKOR METALS LTD34.7M$238.7M8.0%
HBMHUDBAY MINERALS INC10.0M$235.5M7.9%
BTGB2GOLD CORP48.8M$182.7M6.1%
CRHCRH PLC1.3M$135.3M4.5%
OGCOCEANAGOLD CORP3.2M$79.1M2.7%
AVRANTERIS TECHNOLOGIES GLOBAL7.8M$76.7M2.6%
AAALCOA CORP1.4M$74.9M2.5%
HDBHDFC BANK LTD2.2M$56.7M1.9%
NWSNEWS CORP NEW2.0M$56.0M1.9%
BLDRBUILDERS FIRSTSOURCE INC600.3K$53.7M1.8%
AYAAYA GOLD & SILVER INC2.1M$39.3M1.3%
NUNU HLDGS LTD2.6M$35.2M1.2%
—ISOENERGY LTD2.8M$27.7M0.9%
IAGIAMGOLD CORP1.5M$24.0M0.8%
FERGFERGUSON ENTERPRISES INC84.1K$20.0M0.7%
ZGZILLOW GROUP INC499.3K$15.7M0.5%
ISRGINTUIT50.0K$13.0M0.4%
—LITHIUM ARGENTINA AG1.4M$11.3M0.4%
SGMLSIGMA LITHIUM CORPORATION767.4K$9.7M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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