L1 Capital Pty as of Dec. 31, 2024
Portfolio Holdings for L1 Capital Pty
L1 Capital Pty holds 14 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nexgen Energy (NXE) | 22.2 | $260M | 27M | 9.48 | |
| HudBay Minerals (HBM) | 10.0 | $117M | 10M | 11.66 | |
| Ego (EGO) | 9.1 | $106M | 7.2M | 14.87 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 8.9 | $104M | 2.4M | 43.59 | |
| Cenovus Energy (CVE) | 8.6 | $101M | 6.7M | 15.15 | |
| Natwest Group Spons Adr (NWG) | 7.6 | $89M | 22M | 4.02 | |
| CRH Ord (CRH) | 6.9 | $80M | 868k | 92.52 | |
| Graphic Packaging Holding Company (GPK) | 6.3 | $73M | 2.7M | 27.16 | |
| Flutter Entmt SHS (FLUT) | 5.4 | $64M | 307k | 207.20 | |
| Barclays Adr (BCS) | 5.2 | $61M | 23M | 2.68 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 4.4 | $51M | 94M | 0.55 | |
| Equinox Gold Corp equities (EQX) | 2.2 | $26M | 5.1M | 5.02 | |
| Solaris Res Com New (SLSR) | 1.9 | $22M | 4.9M | 4.46 | |
| Anteris Technologies Global (AVR) | 1.3 | $16M | 2.8M | 5.58 |
