L1 Capital Pty as of June 30, 2021
Portfolio Holdings for L1 Capital Pty
L1 Capital Pty holds 10 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cenovus Energy (CVE) | 19.1 | $92M | 9.6M | 9.58 | |
| Teck Resources CL B (TECK) | 18.5 | $90M | 3.9M | 23.04 | |
| HudBay Minerals (HBM) | 16.3 | $79M | 9.6M | 8.25 | |
| Canadian Natural Resources (CNQ) | 13.9 | $68M | 1.9M | 36.28 | |
| Nexgen Energy (NXE) | 9.8 | $48M | 9.3M | 5.10 | |
| Warrior Met Coal (HCC) | 7.0 | $34M | 2.0M | 17.20 | |
| Arrowhead Pharmaceuticals (ARWR) | 5.1 | $25M | 296k | 82.82 | |
| Palo Alto Networks (PANW) | 4.7 | $23M | 61k | 371.05 | |
| Madrigal Pharmaceuticals (MDGL) | 3.3 | $16M | 165k | 97.41 | |
| Dariohealth Corp Com New (DRIO) | 2.3 | $11M | 515k | 21.36 |
