L1 Capital Pty Ltd
24 holdingsFiling period: 2026-06-30Current AUM: $3.38Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | EGO | ELDORADO GOLD CORP NEW | 14.42M | $448.2M | $579.7M | 17.15% | +3.98M | 2026-06-30 |
| 2 | NXE | NEXGEN ENERGY LTD | 34.99M | $328.7M | $331.2M | 9.80% | -228,546 | 2026-06-30 |
| 3 | — | AMCOR PLC | 6.71M | $290.9M | $290.9M | 8.61% | +2.31M | 2026-06-30 |
| 4 | EQX | EQUINOX GOLD CORP | 27.06M | $263.0M | $320.9M | 9.49% | +2.72M | 2026-06-30 |
| 5 | CGAU | CENTERRA GOLD INC | 16.34M | $259.0M | $360.5M | 10.67% | +9.29M | 2026-06-30 |
| 6 | TGB | TREKOR METALS LTD | 34.69M | $238.7M | $276.8M | 8.19% | -- | 2026-06-30 |
| 7 | HBM | HUDBAY MINERALS INC | 9.98M | $235.5M | $251.8M | 7.45% | -- | 2026-06-30 |
| 8 | BTG | B2GOLD CORP | 48.84M | $182.7M | $254.9M | 7.54% | -- | 2026-06-30 |
| 9 | — | CRH PLC | 1.26M | $135.3M | $135.3M | 4.00% | -585,804 | 2026-06-30 |
| 10 | OGC | OCEANAGOLD CORP | 3.16M | $79.1M | $91.1M | 2.70% | -- | 2026-06-30 |
| 11 | AVR | ANTERIS TECHNOLOGIES GLOBAL | 7.79M | $76.7M | $65.0M | 1.92% | -- | 2026-06-30 |
| 12 | AA | ALCOA CORP | 1.44M | $74.9M | $66.8M | 1.98% | -- | 2026-06-30 |
| 13 | HDB | HDFC BANK LTD | 2.19M | $56.7M | $49.6M | 1.47% | +925.6K | 2026-06-30 |
| 14 | NWS | NEWS CORP NEW | 2.00M | $56.0M | $67.4M | 1.99% | -2,239,068 | 2026-06-30 |
| 15 | BLDR | BUILDERS FIRSTSOURCE INC | 600.3K | $53.7M | $36.1M | 1.07% | +307.8K | 2026-06-30 |
| 16 | AYASF | AYA GOLD & SILVER INC | 2.07M | $39.3M | $39.3M | 1.16% | -- | 2026-06-30 |
| 17 | — | NU HLDGS LTD | 2.63M | $35.2M | $35.2M | 1.04% | +504.2K | 2026-06-30 |
| 18 | ISOU | ISOENERGY LTD | 2.78M | $27.7M | $28.8M | 0.85% | +293.8K | 2026-06-30 |
| 19 | IAG | IAMGOLD CORP | 1.51M | $24.0M | $29.7M | 0.88% | +2.6K | 2026-06-30 |
| 20 | FERG | FERGUSON ENTERPRISES INC | 84.1K | $20.0M | $18.1M | 0.54% | -- | 2026-06-30 |
| 21 | Z | ZILLOW GROUP INC | 499.3K | $15.7M | $16.2M | 0.48% | -769,986 | 2026-06-30 |
| 22 | INTU | INTUIT | 50.0K | $13.0M | $16.5M | 0.49% | -- | 2026-06-30 |
| 23 | — | LITHIUM ARGENTINA AG | 1.37M | $11.3M | $11.3M | 0.34% | -- | 2026-06-30 |
| 24 | SGML | SIGMA LITHIUM CORPORATION | 767.4K | $9.7M | $7.0M | 0.21% | -- | 2026-06-30 |
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