L1 Capital Pty Ltd
Top Portfolio Positions
19 positions ·
$2,330,541,358 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NXE |
NexGen Energy Ltd.
Energy
|
35,220,809 | $408,561,384 | 17.53% | |
| EGO |
Eldorado Gold Corp /Fi
Basic Materials
|
10,440,333 | $358,416,631 | 15.38% | |
| EQX |
Equinox Gold Corp.
Basic Materials
|
24,331,165 | $351,828,645 | 15.10% | |
| TGB |
Taseko Mines Ltd
Basic Materials
|
35,110,589 | $226,463,299 | 9.72% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
1,850,331 | $194,506,794 | 8.35% | |
| FLUT |
Flutter Entertainment plc
Consumer Cyclical
|
1,769,255 | $180,375,547 | 7.74% | |
| AMCR |
Amcor plc
Consumer Cyclical
|
4,400,214 | $174,908,506 | 7.51% | |
| CGAU |
Centerra Gold Inc.
Basic Materials
|
7,051,683 | $125,449,440 | 5.38% | |
| AVR |
Anteris Technologies Global Corp.
Healthcare
|
7,789,000 | $43,228,950 | 1.85% | |
| EXP |
Eagle Materials Inc
Basic Materials
|
214,538 | $40,644,224 | 1.74% |
Portfolio Trend
24 quarters · across all stocks
Holdings in AA
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $82,126,594 | 1,545,476 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $193,646,420 | 5,887,699 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $142,071,232 | 4,814,342 | Shares | Sole | 2025-09-11 | |
| 2025-03-31 | $52,674,842 | 1,727,044 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $73,927,417 | 2,187,849 | Shares | Sole | 2024-05-15 | |
| 2022-06-30 | $46,240,590 | 1,014,493 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $64,241,896 | 1,078,246 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $67,822,618 | 1,385,832 | Shares | Sole | 2021-11-15 | |
| No 13F history on record for this holder in this stock. | ||||||