L1 Capital Pty as of Sept. 30, 2022
Portfolio Holdings for L1 Capital Pty
L1 Capital Pty holds 10 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| HudBay Minerals (HBM) | 19.7 | $101M | 18M | 5.56 | |
| Cenovus Energy (CVE) | 15.3 | $78M | 5.1M | 15.37 | |
| Teck Resources CL B (TECK) | 14.2 | $73M | 2.4M | 30.41 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 11.3 | $58M | 720k | 79.99 | |
| Graphic Packaging Holding Company (GPK) | 9.1 | $47M | 2.4M | 19.74 | |
| Nexgen Energy (NXE) | 9.0 | $46M | 9.1M | 5.02 | |
| Warrior Met Coal (HCC) | 8.7 | $44M | 1.6M | 28.44 | |
| Ferguson SHS (FERG) | 6.9 | $35M | 342k | 102.93 | |
| F45 Training Holdings (FXLV) | 3.9 | $20M | 6.5M | 3.09 | |
| Madrigal Pharmaceuticals (MDGL) | 2.0 | $11M | 161k | 64.99 |
