L1 Capital Pty Ltd
22 holdingsFiling period: 2026-03-31Current AUM: $2.29Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NXE | NEXGEN ENERGY LTD | 35.22M | $408.3M | $322.1M | 14.04% | +1.58M | 2026-03-31 |
| 2 | EGO | ELDORADO GOLD CORP NEW | 10.44M | $358.4M | $315.2M | 13.74% | +799.9K | 2026-03-31 |
| 3 | EQX | EQUINOX GOLD CORP | 24.33M | $351.8M | $217.8M | 9.49% | +4.17M | 2026-03-31 |
| 4 | TGB | TASEKO MINES LTD | 35.11M | $226.5M | $237.7M | 10.36% | -435,043 | 2026-03-31 |
| 5 | — | CRH PLC | 1.85M | $194.5M | $194.5M | 8.48% | -- | 2026-03-31 |
| 6 | — | FLUTTER ENTMT PLC | 1.77M | $180.4M | $180.4M | 7.86% | +1.63M | 2026-03-31 |
| 7 | — | AMCOR PLC | 4.40M | $174.9M | $174.9M | 7.62% | -- | 2026-03-31 |
| 8 | CGAU | CENTERRA GOLD INC | 7.05M | $125.0M | $120.7M | 5.26% | -- | 2026-03-31 |
| 9 | NWS | NEWS CORP NEW | 4.23M | $120.7M | $132.4M | 5.77% | -38,736 | 2026-03-31 |
| 10 | Z | ZILLOW GROUP INC | 1.27M | $52.5M | $43.2M | 1.88% | -459,985 | 2026-03-31 |
| 11 | AVR | ANTERIS TECHNOLOGIES GLOBAL | 7.79M | $43.2M | $61.1M | 2.66% | +4.98M | 2026-03-31 |
| 12 | SCO | PROSHARES TR II | 5.19M | $43.2M | $35.2M | 1.53% | -- | 2026-03-31 |
| 13 | EXP | EAGLE MATLS INC | 214.5K | $40.6M | $44.0M | 1.92% | +94.4K | 2026-03-31 |
| 14 | TECK | TECK RESOURCES LTD | 634.5K | $32.8M | $38.2M | 1.67% | -- | 2026-03-31 |
| 15 | HDB | HDFC BANK LTD | 1.27M | $31.6M | $30.4M | 1.32% | +765.4K | 2026-03-31 |
| 16 | — | NU HLDGS LTD | 2.13M | $30.6M | $30.6M | 1.33% | -- | 2026-03-31 |
| 17 | IAG | IAMGOLD CORP | 1.51M | $28.4M | $21.4M | 0.93% | +257.7K | 2026-03-31 |
| 18 | ISOU | ISOENERGY LTD | 2.49M | $26.3M | $23.2M | 1.01% | +1.74M | 2026-03-31 |
| 19 | BLDR | BUILDERS FIRSTSOURCE INC | 292.5K | $24.1M | $19.4M | 0.85% | -- | 2026-03-31 |
| 20 | CCL | CARNIVAL CORP | 716.0K | $18.5M | $19.9M | 0.87% | -- | 2026-03-31 |
| 21 | — | NORWEGIAN CRUISE LINE HLDGS | 911.3K | $17.0M | $17.0M | 0.74% | -- | 2026-03-31 |
| 22 | SLSR | SOLARIS RES INC | 1.97M | $17.0M | $14.9M | 0.65% | -1,261,997 | 2026-03-31 |
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