L1 Capital Pty as of March 31, 2025
Portfolio Holdings for L1 Capital Pty
L1 Capital Pty holds 14 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ego (EGO) | 13.7 | $148M | 8.8M | 16.82 | |
| Nexgen Energy (NXE) | 12.8 | $137M | 31M | 4.48 | |
| Cenovus Energy (CVE) | 10.6 | $114M | 8.2M | 13.91 | |
| Flutter Entmt SHS (FLUT) | 10.2 | $110M | 495k | 221.55 | |
| HudBay Minerals (HBM) | 10.2 | $109M | 14M | 7.58 | |
| CRH Ord (CRH) | 9.4 | $101M | 1.1M | 87.97 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 9.0 | $96M | 2.3M | 42.37 | |
| Equinox Gold Corp equities (EQX) | 7.0 | $75M | 11M | 6.88 | |
| Alcoa (AA) | 4.9 | $53M | 1.7M | 30.50 | |
| Warrior Met Coal (HCC) | 3.2 | $34M | 718k | 47.72 | |
| Taseko Cad (TGB) | 2.6 | $28M | 13M | 2.24 | |
| Graphic Packaging Holding Company (GPK) | 2.6 | $28M | 1.1M | 25.96 | |
| Anteris Technologies Global (AVR) | 2.3 | $25M | 6.9M | 3.64 | |
| Solaris Res Com New (SLSR) | 1.5 | $17M | 4.9M | 3.36 |
