L1 Capital Pty as of Dec. 31, 2023
Portfolio Holdings for L1 Capital Pty
L1 Capital Pty holds 12 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nexgen Energy (NXE) | 19.5 | $208M | 23M | 9.16 | |
| CRH Ord (CRH) | 13.1 | $140M | 2.0M | 69.16 | |
| Cenovus Energy (CVE) | 11.9 | $127M | 7.6M | 16.65 | |
| Teck Resources CL B (TECK) | 11.8 | $126M | 3.0M | 42.27 | |
| HudBay Minerals (HBM) | 11.6 | $124M | 17M | 7.30 | |
| Warrior Met Coal (HCC) | 7.6 | $81M | 1.3M | 60.97 | |
| Graphic Packaging Holding Company (GPK) | 6.7 | $72M | 2.9M | 24.65 | |
| Shell Spon Ads (SHEL) | 4.6 | $49M | 747k | 65.80 | |
| BP Sponsored Adr (BP) | 4.5 | $48M | 1.4M | 35.40 | |
| Hca Holdings (HCA) | 4.4 | $47M | 174k | 270.68 | |
| Suncor Energy (SU) | 3.1 | $34M | 790k | 42.46 | |
| Madrigal Pharmaceuticals (MDGL) | 1.1 | $12M | 50k | 231.38 |
