L1 CAPITAL PTY LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NXE | 30.84M | $260.59M |
 | HBM | 8.38M | $134.08M |
 | EGO | 7.13M | $190.89M |
 | AVR | 6.84M | $27.22M |
 | CVE | 6.52M | $113.66M |
 | AA | 5.89M | $219.73M |
 | NWS | 3.39M | $102.61M |
 | HCC | 459K | $37.26M |
 | CRH | 357K | $40.33M |
 | CHTR | 290K | $63.66M |
 | IAG | 118K | $1.50M |
 | FCX | 25K | $1.01M |
 | NUE | 11K | $1.64M |
 | Z | 7K | $506.91K |
 | AER | 6K | $833.86K |
NexGen Energy Ltd.
NXE
Shares Held
30.84M
Value
$260.59M
Hudbay Minerals Inc.
HBM
Shares Held
8.38M
Value
$134.08M
Eldorado Gold Corporation
EGO
Shares Held
7.13M
Value
$190.89M
Anteris Technologies Global Corp.
AVR
Shares Held
6.84M
Value
$27.22M
Cenovus Energy Inc.
CVE
Shares Held
6.52M
Value
$113.66M
Alcoa Corporation
AA
Shares Held
5.89M
Value
$219.73M
News Corporation
NWS
Shares Held
3.39M
Value
$102.61M
Warrior Met Coal, Inc.
HCC
Shares Held
459K
Value
$37.26M
CRH plc
CRH
Shares Held
357K
Value
$40.33M
Charter Communications, Inc.
CHTR
Shares Held
290K
Value
$63.66M
IAMGOLD Corporation
IAG
Shares Held
118K
Value
$1.50M
Freeport-McMoRan Inc.
FCX
Shares Held
25K
Value
$1.01M
Nucor Corporation
NUE
Shares Held
11K
Value
$1.64M
Zillow Group, Inc. Class C
Z
Shares Held
7K
Value
$506.91K
AerCap Holdings N.V.
AER
Shares Held
6K
Value
$833.86K