L1 Capital Pty as of March 31, 2021
Portfolio Holdings for L1 Capital Pty
L1 Capital Pty holds 11 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Teck Resources CL B (TECK) | 22.5 | $90M | 4.7M | 19.18 | |
| Cenovus Energy (CVE) | 18.3 | $73M | 9.7M | 7.52 | |
| Wells Fargo & Company (WFC) | 16.8 | $67M | 1.7M | 39.07 | |
| Canadian Natural Resources (CNQ) | 15.5 | $62M | 2.0M | 30.87 | |
| Palo Alto Networks (PANW) | 7.5 | $30M | 93k | 322.06 | |
| Arrowhead Pharmaceuticals (ARWR) | 4.9 | $20M | 296k | 66.31 | |
| Warrior Met Coal (HCC) | 4.4 | $18M | 1.0M | 17.13 | |
| Despegar Com Corp Ord Shs (DESP) | 3.5 | $14M | 1.0M | 13.63 | |
| Madrigal Pharmaceuticals (MDGL) | 3.3 | $13M | 113k | 116.97 | |
| Dariohealth Corp Com New (DRIO) | 2.5 | $9.9M | 515k | 19.26 | |
| Finvolution Group Sponsored Ads (FINV) | 0.7 | $3.0M | 423k | 7.01 |
