L1 Capital Pty Ltd Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$866.1B
Holdings
14
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TECK/BTECK RESOURCES LTD | 3,087,245 | $112.5B | 12.99% | |
| 2 | CVECENOVUS ENERGY INC | 7,192,112 | $111.5B | 12.88% | |
| 3 | HBMHUDBAY MINERALS INC | 11,309,560 | $103.6B | 11.96% | |
| 4 | BABAALIBABA GROUP HLDG LTD | 677,983 | $80.5B | 9.30% | |
| 5 | GDSGDS HLDGS LTD | 1,556,243 | $73.4B | 8.47% | |
| 6 | FXLVF45 TRAINING HLDGS INC | 6,441,861 | $70.2B | 8.10% | |
| 7 | GPKGRAPHIC PACKAGING HLDG CO | 3,510,577 | $68.5B | 7.90% | |
| 8 | AAALCOA CORP | 1,078,246 | $64.2B | 7.42% | |
| 9 | NXENEXGEN ENERGY LTD | 10,254,848 | $56.8B | 6.56% | |
| 10 | HCCWARRIOR MET COAL INC | 1,952,128 | $50.2B | 5.80% | |
| 11 | ZZILLOW GROUP INC | 538,384 | $34.4B | 3.97% | |
| 12 | ARWRARROWHEAD PHARMACEUTICALS IN | 292,735 | $19.4B | 2.24% | |
| 13 | MDGLMADRIGAL PHARMACEUTICALS INC | 167,661 | $14.2B | 1.64% | |
| 14 | DRIOEURDARIOHEALTH CORP | 515,222 | $6.7B | 0.77% |