L1 Capital Pty as of March 31, 2022
Portfolio Holdings for L1 Capital Pty
L1 Capital Pty holds 12 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cenovus Energy (CVE) | 20.8 | $172M | 7.2M | 23.75 | |
| Suncor Energy (SU) | 17.3 | $143M | 3.1M | 46.18 | |
| HudBay Minerals (HBM) | 12.7 | $105M | 13M | 8.23 | |
| Turquoise Hill Resources | 9.9 | $82M | 2.3M | 35.05 | |
| Nexgen Energy (NXE) | 9.6 | $79M | 13M | 6.33 | |
| Graphic Packaging Holding Company (GPK) | 9.4 | $78M | 3.6M | 21.80 | |
| F45 Training Holdings (FXLV) | 6.9 | $57M | 6.5M | 8.79 | |
| Kinross Gold Corp (KGC) | 5.4 | $44M | 6.8M | 6.49 | |
| GDS HLDGS Sponsored Ads (GDS) | 4.7 | $39M | 1.2M | 31.42 | |
| Madrigal Pharmaceuticals (MDGL) | 1.8 | $15M | 215k | 70.00 | |
| Zillow Group Cl C Cap Stk (Z) | 1.2 | $9.6M | 240k | 39.82 | |
| Dariohealth Corp Com New (DRIO) | 0.4 | $3.2M | 641k | 4.96 |
