L1 Capital Pty
$3.0B 13F equity value
31 Holdings
Quarter ended June 30, 2026
The latest 13F on file for L1 Capital Pty covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| EGO | ELDORADO GOLD CORP NEW | 14,417,557 | $448M | 15.1% |
| NXE | NEXGEN ENERGY LTD | 34,992,263 | $329M | 11.0% |
| AMCR | AMCOR PLC | 6,710,648 | $291M | 9.8% |
| EQX | EQUINOX GOLD CORP | 27,055,865 | $263M | 8.8% |
| CGAU | CENTERRA GOLD INC | 16,337,154 | $259M | 8.7% |
| TGB | TREKOR METALS LTD | 34,687,011 | $239M | 8.0% |
| HBM | HUDBAY MINERALS INC | 9,977,133 | $236M | 7.9% |
| BTG | B2GOLD CORP | 48,837,914 | $183M | 6.1% |
| CRH | CRH PLC | 1,264,527 | $135M | 4.5% |
| OGC | OCEANAGOLD CORP | 3,157,907 | $79M | 2.7% |
Track L1 Capital Pty's 13F portfolio: $3.0B in reported holdings, 31 positions. Top holdings and quarterly changes on SentiSense.
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