L1 Capital Pty as of June 30, 2024
Portfolio Holdings for L1 Capital Pty
L1 Capital Pty holds 9 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nexgen Energy (NXE) | 26.4 | $289M | 30M | 9.53 | |
| Cenovus Energy (CVE) | 17.2 | $189M | 9.6M | 19.66 | |
| HudBay Minerals (HBM) | 12.2 | $133M | 11M | 12.38 | |
| CRH Ord (CRH) | 12.1 | $133M | 1.8M | 74.98 | |
| Flutter Entmt SHS (FLUT) | 8.6 | $94M | 652k | 144.65 | |
| Natwest Group Spons Adr (NWG) | 6.5 | $72M | 23M | 3.12 | |
| Veren Com New | 6.2 | $67M | 6.2M | 10.79 | |
| Ego Call Option (EGO) | 5.5 | $60M | 4.0M | 14.79 | |
| Dell Technologies CL C (DELL) | 5.3 | $58M | 423k | 137.91 |
