13F HOLDINGS REPORT
L1 Capital Pty Ltd
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001085146-24-002612
Total Value
$1.20B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEXGEN ENERGY LTD | NXE | 24,083,310 | $251.2M | 20.86% |
| 2 | CENOVUS ENERGY INC | CVE | 9,711,880 | $192.7M | 16.00% |
| 3 | HUDBAY MINERALS INC | HBM | 15,890,464 | $149.1M | 12.38% |
| 4 | TECK RESOURCES LTD | TCKRF | 3,050,078 | $134.0M | 11.12% |
| 5 | CRH PLC | CRH | 1,426,155 | $122.7M | 10.19% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 650,273 | $88.9M | 7.38% |
| 7 | FLUTTER ENTMT PLC | G3643J108 | 477,477 | $74.8M | 6.22% |
| 8 | ALCOA CORP | AA | 2,187,849 | $72.7M | 6.03% |
| 9 | GRAPHIC PACKAGING HLDG CO | GPK | 2,044,002 | $59.5M | 4.94% |
| 10 | WESCO INTL INC | 95082P105 | 344,281 | $58.8M | 4.88% |