L1 Capital Pty Ltd Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$512.6B
Holdings
11
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HBMHUDBAY MINERALS INC | 18,339,454 | $90.4B | 17.64% | |
| 2 | CVECENOVUS ENERGY INC | 4,524,025 | $86.3B | 16.84% | |
| 3 | NXENEXGEN ENERGY LTD | 11,900,412 | $66.4B | 12.95% | |
| 4 | BABAALIBABA GROUP HLDG LTD | 673,696 | $60.2B | 11.75% | |
| 5 | TECK/BTECK RESOURCES LTD | 1,924,885 | $56.6B | 11.04% | |
| 6 | AAALCOA CORP | 1,014,493 | $51.6B | 10.07% | |
| 7 | GPKGRAPHIC PACKAGING HLDG CO | 1,757,482 | $39.1B | 7.63% | |
| 8 | FERGFERGUSON PLC NEW | 172,002 | $21.7B | 4.23% | |
| 9 | HCCWARRIOR MET COAL INC | 535,568 | $17.1B | 3.34% | |
| 10 | FXLVF45 TRAINING HLDGS INC | 6,390,381 | $12.6B | 2.46% | |
| 11 | MDGLMADRIGAL PHARMACEUTICALS INC | 168,003 | $10.6B | 2.06% |