Position in EGO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$448,241,847
+$89,825,216 QoQ
Shares Held
14,417,557
+38.1% QoQ
Ownership
5.53%
of shares outstanding
% of Portfolio
15.07%
of 13F equity value
Holder Rank
#4
of 236 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EGO Over Time
Shares Held
Position Value (USD)
Derivatives in EGO
reported options exposure · as of Jun 30, 2024CallValue
$59,784,078
CallShares
4,042,196
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Gold
Basic Materials · as of Jun 30, 2026L1 Capital Pty Ltd holds $1,256,142,225 across 6 Gold names. EGO ranks #1 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EGO |
Eldorado Gold Corp /Fi
This page
|
14,417,557 | $448,241,847 | |
| 2 | EQX |
Equinox Gold Corp.
|
27,055,865 | $262,983,007 | |
| 3 | CGAU |
Centerra Gold Inc.
|
16,337,154 | $259,107,262 | |
| 4 | BTG |
B2gold Corp
|
48,837,914 | $182,653,798 | |
| 5 | OGC |
OceanaGold Corp
|
3,157,907 | $79,200,307 | |
| 6 | IAG |
Iamgold Corp
|
1,512,374 | $23,956,004 |
All Filings in EGO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,241,847 | 14,417,557 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $358,416,631 | 10,440,333 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $346,283,419 | 9,640,407 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $205,934,824 | 7,128,239 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $152,419,396 | 7,493,579 | Shares | Sole | 2025-09-11 | |
| 2025-03-31 | $147,580,025 | 8,774,080 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $106,363,727 | 7,152,907 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $104,260,159 | 6,002,312 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $59,784,078 | 4,042,196 | Call | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||