Q1 2025 · 13F-HR
L1 Capital Pty Ltdholdings as filed
Filed 2025-05-15 · accession 0001085146-25-003358
$1.07B
Reported value
14
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 284902509 | EGO | ELDORADO GOLD CORP NEW | $147.6M | 13.7% | 8,774,080 | Common | SOLE |
| 65340P106 | NXE | NEXGEN ENERGY LTD | $137.4M | 12.8% | 30,644,505 | Common | SOLE |
| 15135U109 | CVE | CENOVUS ENERGY INC | $114.3M | 10.6% | 8,214,366 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $109.6M | 10.2% | 494,603 | Common | SOLE |
| 443628102 | HBM | HUDBAY MINERALS INC | $109.4M | 10.2% | 14,423,384 | Common | SOLE |
| G25508105 | CRH | CRH PLC | $100.5M | 9.36% | 1,142,437 | Common | SOLE |
| 783513203 | RYAAY | RYANAIR HOLDINGS PLC | $96.1M | 8.95% | 2,268,807 | Common | SOLE |
| 29446Y502 | EQX | EQUINOX GOLD CORP | $74.6M | 6.95% | 10,848,019 | Common | SOLE |
| 013872106 | AA | ALCOA CORP | $52.7M | 4.91% | 1,727,044 | Common | SOLE |
| 93627C101 | HCC | WARRIOR MET COAL INC | $34.3M | 3.19% | 718,309 | Common | SOLE |
| 876511106 | TGB | TASEKO MINES LTD | $28.2M | 2.63% | 12,608,621 | Common | SOLE |
| 388689101 | GPK | GRAPHIC PACKAGING HLDG CO | $27.5M | 2.56% | 1,060,541 | Common | SOLE |
| 03675P102 | AVR | ANTERIS TECHNOLOGIES GLOBAL | $25.1M | 2.33% | 6,886,480 | Common | SOLE |
| 83419D201 | SLSR | SOLARIS RES INC | $16.6M | 1.54% | 4,929,623 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.