L1 Capital Pty as of Dec. 31, 2020
Portfolio Holdings for L1 Capital Pty
L1 Capital Pty holds 15 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Teck Resources CL B (TECK) | 17.2 | $92M | 5.0M | 18.44 | |
| Lyft Cl A Com (LYFT) | 12.7 | $68M | 1.4M | 50.34 | |
| Cenovus Energy (CVE) | 12.3 | $66M | 11M | 6.14 | |
| Wells Fargo & Company (WFC) | 10.2 | $55M | 1.8M | 29.75 | |
| Bed Bath & Beyond | 9.8 | $53M | 2.8M | 18.65 | |
| Warrior Met Coal (HCC) | 7.0 | $37M | 1.8M | 21.13 | |
| Canadian Natural Resources (CNQ) | 6.7 | $36M | 1.5M | 24.33 | |
| Palo Alto Networks (PANW) | 4.7 | $25M | 70k | 355.80 | |
| Arrowhead Pharmaceuticals (ARWR) | 4.3 | $23M | 299k | 77.43 | |
| Despegar Com Corp Ord Shs (DESP) | 3.9 | $21M | 1.7M | 12.53 | |
| Cargurus Com Cl A (CARG) | 3.3 | $18M | 546k | 32.35 | |
| Concert Pharmaceuticals I equity | 2.7 | $15M | 1.1M | 12.67 | |
| Madrigal Pharmaceuticals (MDGL) | 2.4 | $13M | 114k | 111.12 | |
| Inventiva Sa Ads (IVA) | 1.6 | $8.6M | 620k | 13.80 | |
| Finvolution Group Sponsored Ads (FINV) | 1.3 | $6.9M | 2.7M | 2.59 |
