L1 Capital Pty as of June 30, 2022
Portfolio Holdings for L1 Capital Pty
L1 Capital Pty holds 11 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| HudBay Minerals (HBM) | 17.6 | $90M | 18M | 4.93 | |
| Cenovus Energy (CVE) | 16.8 | $86M | 4.5M | 19.08 | |
| Nexgen Energy (NXE) | 13.0 | $66M | 12M | 5.58 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 11.7 | $60M | 674k | 89.37 | |
| Teck Resources CL B (TECK) | 11.0 | $57M | 1.9M | 29.39 | |
| Alcoa (AA) | 10.1 | $52M | 1.0M | 50.89 | |
| Graphic Packaging Holding Company (GPK) | 7.6 | $39M | 1.8M | 22.25 | |
| Ferguson SHS (FERG) | 4.2 | $22M | 172k | 126.08 | |
| Warrior Met Coal (HCC) | 3.3 | $17M | 536k | 31.93 | |
| F45 Training Holdings (FXLV) | 2.5 | $13M | 6.4M | 1.97 | |
| Madrigal Pharmaceuticals (MDGL) | 2.1 | $11M | 168k | 62.82 |
