EdgeMarket › What L1 Capital Pty Ltd reported owning
What L1 Capital Pty Ltd reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.5BPositions
22Quarter
2026-03-31Shown below
22largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NXE NexGen Energy Ltd. | 408.3M | 16.0% | 35.2M | 10.86 | +68.1% |
| EGO ELDORADO GOLD CORP /FI | 358.4M | 14.1% | 10.4M | 45.72 | +102.5% |
| EQX Equinox Gold Corp. | 351.8M | 13.8% | 24.3M | 13.53 | +74.6% |
| TGB Trekor Metals Ltd | 226.5M | 8.9% | 35.1M | 9.19 | +197.4% |
| CRH CRH PUBLIC LTD CO | 194.5M | 7.6% | 1.9M | 95.07 | -14.2% |
| FLUT Flutter Entertainment plc | 180.4M | 7.1% | 1.8M | 102.61 | -65.2% |
| AMCR Amcor plc | 174.9M | 6.9% | 4.4M | 48.59 | +13.4% |
| CGAU Centerra Gold Inc. | 125.0M | 4.9% | 7.1M | 23.75 | +227.1% |
| NWS NEWS CORP | 120.7M | 4.7% | 4.2M | 34.55 | +1.0% |
| Z ZILLOW GROUP, INC. | 52.5M | 2.1% | 1.3M | 35.88 | -55.8% |
| AVR Anteris Technologies Global Corp. | 43.2M | 1.7% | 7.8M | 8.98 | +152.2% |
| SCO ProShares Trust II | 43.2M | 1.7% | 5.2M | 23.61 | -66.2% |
| EXP EAGLE MATERIALS INC | 40.6M | 1.6% | 214.5K | 207.03 | -8.5% |
| TECK TECK RESOURCES LTD | 32.8M | 1.3% | 634.5K | 69.20 | +121.3% |
| HDB HDFC BANK LTD | 31.6M | 1.2% | 1.3M | 23.60 | -37.0% |
| NU Nu Holdings Ltd. | 30.6M | 1.2% | 2.1M | 14.58 | +7.0% |
| IAG IAMGOLD CORP | 28.4M | 1.1% | 1.5M | 21.14 | +158.4% |
| ISOU IsoEnergy Ltd. | 26.3M | 1.0% | 2.5M | 11.89 | +68.4% |
| BLDR Builders FirstSource, Inc. | 24.1M | 0.9% | 292.5K | 70.21 | -47.1% |
| CCL Carnival Corp Ltd. | 18.5M | 0.7% | 716.0K | 25.73 | -12.1% |
| NCLH Norwegian Cruise Line Holdings Ltd. | 17.0M | 0.7% | 911.3K | 17.24 | -27.7% |
| SLSR Solaris Resources Inc. | 17.0M | 0.7% | 2.0M | 8.90 | +69.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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