L1 Capital Pty Ltd reported 24 holdings worth US$2.97B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
L1 Capital Pty Ltd reported 24 holdings worth US$2.97B as of Jun 30, 2026. Largest: Eldorado Gold Corporation, Nexgen Energy Ltd. and Equinox Gold Corp. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 24
- Value as reported
- US$2.97B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Eldorado Gold Corporation | 14.4M | US$448M | 15.1% |
| Nexgen Energy Ltd. | 35M | US$329M | 11.0% |
| Equinox Gold Corp. | 27.1M | US$263M | 8.8% |
| Centerra Gold Inc. | 16.3M | US$259M | 8.7% |
| Hudbay Minerals Inc | 9.98M | US$236M | 7.9% |
| B2gold Corp. | 48.8M | US$183M | 6.1% |
| Oceanagold Corporation | 3.16M | US$79.1M | 2.7% |
| Anteris Technologies Global Corp. | 7.79M | US$76.7M | 2.6% |
| Alcoa Corporation | 1.44M | US$74.9M | 2.5% |
| Hdfc Bank Limited | 2.19M | US$56.7M | 1.9% |
| News Corporation | 2.26M | US$56M | 1.9% |
| Builders Firstsource, Inc. | 600K | US$53.7M | 1.8% |
| Aya Gold & Silver Inc. | 2.07M | US$39.3M | 1.3% |
| Nu Holdings Ltd. | 2.63M | US$35.2M | 1.2% |
| Isoenergy Ltd. | 2.78M | US$27.7M | 0.93% |
| Iamgold Corporation | 1.51M | US$24M | 0.81% |
| Ferguson Enterprises Inc. | 84,104 | US$20M | 0.67% |
| Zillow Group, Inc. | 499K | US$15.7M | 0.53% |
| Intuit Inc. | 49,972 | US$13M | 0.44% |
| Sigma Lithium Corporation | 767K | US$9.71M | 0.33% |
| Eagle Materials Inc | 0 | US$0 | 0.00% |
| Norwegian Cruise Line Holdings Ltd. | 0 | US$0 | 0.00% |
| Solaris Resources Inc | 0 | US$0 | 0.00% |
| Taseko Mines Limited | 0 | US$0 | 0.00% |
| Teck Resources Limited Class A | 0 | US$0 | 0.00% |