L1 Capital Pty Ltd Q1 2022 Filing

Filed May 16, 2022

Portfolio Value

$825.9B

Holdings

12

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (12 positions)

#StockSharesValue% PortfolioType
1
CVECENOVUS ENERGY INC
7,222,405$171.5B20.77%
2
SUSUNCOR ENERGY INC NEW
3,095,114$142.9B17.31%
3
HBMHUDBAY MINERALS INC
12,772,040$105.1B12.73%
4
TRQCADTURQUOISE HILL RES LTD
2,329,226$81.6B9.89%
5
NXENEXGEN ENERGY LTD
12,466,292$78.9B9.55%
6
GPKGRAPHIC PACKAGING HLDG CO
3,567,794$77.8B9.42%
7
FXLVF45 TRAINING HLDGS INC
6,497,776$57.1B6.92%
8
KGCKINROSS GOLD CORP
6,810,335$44.2B5.35%
9
GDSGDS HLDGS LTD
1,236,401$38.8B4.70%
10
MDGLMADRIGAL PHARMACEUTICALS INC
215,316$15.1B1.82%
11
ZZILLOW GROUP INC
240,238$9.6B1.16%
12
DRIOEURDARIOHEALTH CORP
640,734$3.2B0.38%