13F HOLDINGS REPORT
L1 Capital Pty Ltd
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001085146-23-004469
Total Value
$1.17B
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEXGEN ENERGY LTD | NXE | 21,816,773 | $177.4M | 15.11% |
| 2 | CENOVUS ENERGY INC | CVE | 6,617,923 | $137.8M | 11.73% |
| 3 | CRH PLC | CRH | 2,416,033 | $132.2M | 11.26% |
| 4 | TECK RESOURCES LTD | TCKRF | 2,543,439 | $109.6M | 9.33% |
| 5 | HUDBAY MINERALS INC | HBM | 16,299,356 | $107.7M | 9.18% |
| 6 | ALIBABA GROUP HLDG LTD | BBAAY | 1,165,712 | $101.1M | 8.61% |
| 7 | KRANESHARES TR | 500767306 | 3,689,988 | $101.0M | 8.60% |
| 8 | WARRIOR MET COAL INC | HCC | 1,550,568 | $79.2M | 6.75% |
| 9 | SHELL PLC | RYDAF | 1,224,617 | $78.8M | 6.71% |
| 10 | BP PLC | BPPFF | 2,019,453 | $78.2M | 6.66% |
| 11 | GRAPHIC PACKAGING HLDG CO | GPK | 2,876,566 | $64.1M | 5.46% |
| 12 | MADRIGAL PHARMACEUTICALS INC | MDGL | 48,469 | $7.1M | 0.60% |