Universe · entity
L1 Capital Pty Ltd
Institutional manager (13F) · CIK 1817646
13F holdings · as of 2026-03-31 · top 22 · reported portfolio $2.5B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NEXGEN ENERGY LTD | $408M | 35,220,809 |
| 2 | ELDORADO GOLD CORP NEW | $358M | 10,440,333 |
| 3 | EQUINOX GOLD CORP | $352M | 24,331,165 |
| 4 | TASEKO MINES LTD | $227M | 35,110,589 |
| 5 | CRH PLC | $195M | 1,850,331 |
| 6 | FLUTTER ENTMT PLC | $180M | 1,769,255 |
| 7 | AMCOR PLC | $175M | 4,400,214 |
| 8 | CENTERRA GOLD INC | $125M | 7,051,683 |
| 9 | NEWS CORP NEW | $121M | 4,234,968 |
| 10 | ZILLOW GROUP INC | $53M | 1,269,328 |
| 11 | ANTERIS TECHNOLOGIES GLOBAL | $43M | 7,789,000 |
| 12 | PROSHARES TR II | $43M | 5,187,995 |
| 13 | EAGLE MATLS INC | $41M | 214,538 |
| 14 | TECK RESOURCES LTD | $33M | 634,547 |
| 15 | HDFC BANK LTD | $32M | 1,268,890 |
| 16 | NU HLDGS LTD | $31M | 2,130,166 |
| 17 | IAMGOLD CORP | $28M | 1,509,742 |
| 18 | ISOENERGY LTD | $26M | 2,485,077 |
| 19 | BUILDERS FIRSTSOURCE INC | $24M | 292,503 |
| 20 | CARNIVAL CORP | $19M | 715,980 |
| 21 | NORWEGIAN CRUISE LINE HLDGS | $17M | 911,342 |
| 22 | SOLARIS RES INC | $17M | 1,967,387 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.