L1 Capital Pty Ltd Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$718.1T
Holdings
11
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TECK/BTECK RESOURCES LTD | 2,631,402 | $96.0T | 13.38% | |
| 2 | CVECENOVUS ENERGY INC | 5,187,900 | $90.6T | 12.61% | |
| 3 | HBMHUDBAY MINERALS INC | 11,845,740 | $84.0T | 11.70% | |
| 4 | HCCWARRIOR MET COAL INC | 2,071,294 | $76.0T | 10.59% | |
| 5 | GPKGRAPHIC PACKAGING HLDG CO | 2,882,493 | $73.5T | 10.23% | |
| 6 | SCOPROSHARES TR II | 2,544,148 | $67.3T | 9.38% | |
| 7 | BPBP PLC | 1,710,185 | $64.9T | 9.04% | |
| 8 | TTENTOTALENERGIES SE | 1,081,206 | $63.8T | 8.89% | |
| 9 | NXENEXGEN ENERGY LTD | 11,215,946 | $58.2T | 8.11% | |
| 10 | BABAALIBABA GROUP HLDG LTD | 365,832 | $37.4T | 5.21% | |
| 11 | FXLVF45 TRAINING HLDGS INC | 5,411,975 | $6.3T | 0.87% |