L1 Capital Pty as of March 31, 2024
Portfolio Holdings for L1 Capital Pty
L1 Capital Pty holds 10 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nexgen Energy (NXE) | 20.9 | $251M | 24M | 10.43 | |
| Cenovus Energy (CVE) | 16.0 | $193M | 9.7M | 19.84 | |
| HudBay Minerals (HBM) | 12.4 | $149M | 16M | 9.38 | |
| Teck Resources CL B (TECK) | 11.1 | $134M | 3.1M | 43.92 | |
| CRH Ord (CRH) | 10.2 | $123M | 1.4M | 86.02 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.4 | $89M | 650k | 136.69 | |
| Flutter Entmt SHS (FLUT) | 6.2 | $75M | 478k | 156.75 | |
| Alcoa (AA) | 6.0 | $73M | 2.2M | 33.21 | |
| Graphic Packaging Holding Company (GPK) | 4.9 | $60M | 2.0M | 29.09 | |
| WESCO International (WCC) | 4.9 | $59M | 344k | 170.85 |
