L1 Capital Pty as of March 31, 2023
Portfolio Holdings for L1 Capital Pty
L1 Capital Pty holds 11 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Teck Resources CL B (TECK) | 13.4 | $96M | 2.6M | 36.50 | |
| Cenovus Energy (CVE) | 12.6 | $91M | 5.2M | 17.46 | |
| HudBay Minerals (HBM) | 11.7 | $84M | 12M | 7.09 | |
| Warrior Met Coal (HCC) | 10.6 | $76M | 2.1M | 36.71 | |
| Graphic Packaging Holding Company (GPK) | 10.2 | $74M | 2.9M | 25.49 | |
| Proshares Tr Ii Ulsht Bloomb Oil (SCO) | 9.4 | $67M | 2.5M | 26.47 | |
| BP Sponsored Adr (BP) | 9.0 | $65M | 1.7M | 37.94 | |
| Totalenergies Se Sponsored Ads (TTE) | 8.9 | $64M | 1.1M | 59.05 | |
| Nexgen Energy (NXE) | 8.1 | $58M | 11M | 5.19 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 5.2 | $37M | 366k | 102.18 | |
| F45 Training Holdings (FXLV) | 0.9 | $6.3M | 5.4M | 1.16 |
