L1 Capital Pty as of Sept. 30, 2024
Portfolio Holdings for L1 Capital Pty
L1 Capital Pty holds 11 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nexgen Energy (NXE) | 23.3 | $271M | 31M | 8.82 | |
| HudBay Minerals (HBM) | 14.6 | $170M | 14M | 12.44 | |
| CRH Ord (CRH) | 11.1 | $129M | 1.4M | 92.74 | |
| Cenovus Energy (CVE) | 10.7 | $124M | 7.4M | 16.73 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 9.8 | $114M | 2.5M | 45.18 | |
| Ego (EGO) | 9.0 | $104M | 6.0M | 17.37 | |
| Natwest Group Spons Adr (NWG) | 8.1 | $94M | 27M | 3.44 | |
| Flutter Entmt SHS (FLUT) | 8.0 | $94M | 532k | 175.75 | |
| Veren Com New | 2.4 | $28M | 3.3M | 8.33 | |
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 1.6 | $18M | 777k | 23.54 | |
| Solaris Res Com New (SLSR) | 1.5 | $17M | 4.9M | 3.50 |
