L1 Capital Pty Ltd Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$1204.2T
Holdings
10
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NXENEXGEN ENERGY LTD | 24,083,310 | $251.2T | 20.86% | |
| 2 | CVECENOVUS ENERGY INC | 9,711,880 | $192.7T | 16.00% | |
| 3 | HBMHUDBAY MINERALS INC | 15,890,464 | $149.1T | 12.38% | |
| 4 | TECK/BTECK RESOURCES LTD | 3,050,078 | $134.0T | 11.12% | |
| 5 | RHCRH PLC | 1,426,155 | $122.7T | 10.19% | |
| 6 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 650,273 | $88.9T | 7.38% | |
| 7 | FLUTFLUTTER ENTMT PLC | 477,477 | $74.8T | 6.22% | |
| 8 | AAALCOA CORP | 2,187,849 | $72.7T | 6.03% | |
| 9 | GPKGRAPHIC PACKAGING HLDG CO | 2,044,002 | $59.5T | 4.94% | |
| 10 | WCCWESCO INTL INC | 344,281 | $58.8T | 4.88% |