L1 Capital Pty Ltd Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$1.2T
Holdings
12
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NXENEXGEN ENERGY LTD | 21,816,773 | $177.4B | 15.11% | |
| 2 | CVECENOVUS ENERGY INC | 6,617,923 | $137.8B | 11.73% | |
| 3 | RHCRH PLC | 2,416,033 | $132.2B | 11.26% | |
| 4 | TECK/BTECK RESOURCES LTD | 2,543,439 | $109.6B | 9.33% | |
| 5 | HBMHUDBAY MINERALS INC | 16,299,356 | $107.7B | 9.18% | |
| 6 | BABAALIBABA GROUP HLDG LTD | 1,165,712 | $101.1B | 8.61% | |
| 7 | KWEBKRANESHARES TR | 3,689,988 | $101.0B | 8.60% | |
| 8 | HCCWARRIOR MET COAL INC | 1,550,568 | $79.2B | 6.75% | |
| 9 | SHELSHELL PLC | 1,224,617 | $78.8B | 6.71% | |
| 10 | BPBP PLC | 2,019,453 | $78.2B | 6.66% | |
| 11 | GPKGRAPHIC PACKAGING HLDG CO | 2,876,566 | $64.1B | 5.46% | |
| 12 | MDGLMADRIGAL PHARMACEUTICALS INC | 48,469 | $7.1B | 0.60% |