L1 Capital Pty Ltd Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$1.1T
Holdings
12
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NXENEXGEN ENERGY LTD | 22,659,993 | $207.6B | 19.48% | |
| 2 | RHCRH PLC | 2,017,953 | $139.6B | 13.10% | |
| 3 | CVECENOVUS ENERGY INC | 7,597,906 | $126.5B | 11.87% | |
| 4 | TECK/BTECK RESOURCES LTD | 2,975,889 | $125.8B | 11.80% | |
| 5 | HBMHUDBAY MINERALS INC | 16,940,635 | $123.7B | 11.60% | |
| 6 | HCCWARRIOR MET COAL INC | 1,334,604 | $81.4B | 7.64% | |
| 7 | GPKGRAPHIC PACKAGING HLDG CO | 2,914,493 | $71.8B | 6.74% | |
| 8 | SHELSHELL PLC | 746,500 | $49.1B | 4.61% | |
| 9 | BPBP PLC | 1,355,810 | $48.0B | 4.50% | |
| 10 | HCAHCA HEALTHCARE INC | 174,183 | $47.1B | 4.42% | |
| 11 | SUSUNCOR ENERGY INC NEW | 789,540 | $33.5B | 3.15% | |
| 12 | MDGLMADRIGAL PHARMACEUTICALS INC | 50,230 | $11.6B | 1.09% |