L1 Capital International Pty as of March 31, 2024
Portfolio Holdings for L1 Capital International Pty
L1 Capital International Pty holds 20 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.9 | $22M | 53k | 424.57 | |
| CRH Ord (CRH) | 7.9 | $18M | 208k | 84.86 | |
| Booking Holdings (BKNG) | 7.7 | $17M | 4.8k | 3568.87 | |
| Amazon (AMZN) | 7.2 | $16M | 89k | 180.97 | |
| Mastercard Incorporated Cl A (MA) | 6.3 | $14M | 30k | 478.40 | |
| Natural Resource Partners L Com Unit Ltd Par (NRP) | 6.2 | $14M | 150k | 92.60 | |
| Eagle Materials (EXP) | 6.2 | $14M | 51k | 269.82 | |
| Hca Holdings (HCA) | 6.0 | $14M | 41k | 330.11 | |
| UnitedHealth (UNH) | 5.9 | $13M | 27k | 489.70 | |
| Intercontinental Exchange (ICE) | 5.7 | $13M | 94k | 137.03 | |
| Visa Com Cl A (V) | 4.8 | $11M | 38k | 278.28 | |
| Marsh & McLennan Companies (MMC) | 4.6 | $10M | 51k | 203.89 | |
| Coca-cola Europacific Partne SHS (CCEP) | 3.7 | $8.4M | 121k | 69.29 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.7 | $8.3M | 53k | 156.50 | |
| WESCO International (WCC) | 3.3 | $7.5M | 42k | 175.59 | |
| Aercap Holdings Nv SHS (AER) | 2.7 | $6.0M | 70k | 85.68 | |
| Cdw (CDW) | 2.3 | $5.1M | 20k | 253.06 | |
| Danaher Corporation (DHR) | 2.1 | $4.8M | 20k | 247.79 | |
| Intuit (INTU) | 2.0 | $4.5M | 7.0k | 639.84 | |
| Cme (CME) | 1.9 | $4.2M | 20k | 212.02 |
