L1 Capital Pty as of June 30, 2026
Portfolio Holdings for L1 Capital Pty
L1 Capital Pty holds 24 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ego (EGO) | 15.1 | $448M | 14M | 31.09 | |
| Nexgen Energy (NXE) | 11.0 | $329M | 35M | 9.39 | |
| Amcor Com New (AMCR) | 9.8 | $291M | 6.7M | 43.35 | |
| Equinox Gold Corp equities (EQX) | 8.8 | $263M | 27M | 9.72 | |
| Centerra Gold (CGAU) | 8.7 | $259M | 16M | 15.85 | |
| Trekor Metals | 8.0 | $239M | 35M | 6.88 | |
| HudBay Minerals (HBM) | 7.9 | $236M | 10M | 23.60 | |
| B2gold Corp (BTG) | 6.1 | $183M | 49M | 3.74 | |
| CRH Ord (CRH) | 4.5 | $135M | 1.3M | 107.00 | |
| Oceanagold Corp Com New (OGC) | 2.7 | $79M | 3.2M | 25.06 | |
| Anteris Technologies Global (AVR) | 2.6 | $77M | 7.8M | 9.85 | |
| Alcoa (AA) | 2.5 | $75M | 1.4M | 52.14 | |
| Hdfc Bank Sponsored Ads (HDB) | 1.9 | $57M | 2.2M | 25.83 | |
| News Corp CL B (NWS) | 1.9 | $56M | 2.0M | 28.06 | |
| Builders FirstSource (BLDR) | 1.8 | $54M | 600k | 89.48 | |
| Aya Gold Silver Ord (AYA) | 1.3 | $39M | 2.1M | 18.93 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.2 | $35M | 2.6M | 13.36 | |
| Isoenergy Com New (ISOU) | 0.9 | $28M | 2.8M | 9.97 | |
| Iamgold Corp (IAG) | 0.8 | $24M | 1.5M | 15.84 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.7 | $20M | 84k | 237.33 | |
| Zillow Group Cl C Cap Stk (Z) | 0.5 | $16M | 499k | 31.52 | |
| Intuit (INTU) | 0.4 | $13M | 50k | 261.00 | |
| Lithium Argentina Com Shs (LAR) | 0.4 | $11M | 1.4M | 8.27 | |
| Sigma Lithium Corporation (SGML) | 0.3 | $9.7M | 767k | 12.65 |
