L1 Capital Pty Ltd 13F Holdings

CIK 0001817646 · MELBOURNE VIC 3000, C3

As of Sep 30, 2025, L1 Capital Pty Ltd reported 19 positions worth .6B in its SEC Form 13F filing.

Top 19 holdings

SecurityTickerSectorSharesValue% of portfolio
NEXGEN ENERGY LTDNXEBasic Materials30,838,591$260.6M16.45%
ALCOA CORPAABasic Materials5,887,699$219.7M13.87%
EQUINOX GOLD CORPEQXBasic Materials17,396,415$203.7M12.86%
ELDORADO GOLD CORPEGOBasic Materials7,128,239 90.9M12.05%
HUDBAY MINERALS INCHBMBasic Materials8,379,964 34.1M8.46%
CENOVUS ENERGY INCCVEEnergy6,517,479 13.7M7.18%
TASEKO MINES LTDTGBBasic Materials24,479,399 07.7M6.80%
NEWS CORPNWSCommunication Services3,387,548 02.6M6.48%
CHARTER COMMUNICATIONS INCCHTRCommunication Services289,544$63.7M4.02%
DENISON MINES CORPDNNBasic Materials14,007,218$44.4M2.80%
CRH PUBLIC LTD COCRHBasic Materials356,888$40.3M2.55%
WARRIOR MET COAL INCHCCBasic Materials458,915$37.3M2.35%
SOLARIS RESOURCES INCSLSRBasic Materials4,929,623$32.6M2.06%
ANTERIS TECHNOLOGIES GLOBALAVR—6,838,136$27.2M1.72%
NUCOR CORPNUEBasic Materials11,386 .6M0.10%
IAMGOLD CORPIAGBasic Materials117,958 .5M0.09%
FREEPORT-MCMORAN INCFCXBasic Materials25,475 .0M0.06%
AERCAP HOLDINGS NVAERIndustrials6,272$833.9K0.05%
ZILLOW GROUP INCZCommunication Services6,944$506.9K0.03%