13F HOLDINGS REPORT
L1 Capital Pty Ltd
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001085146-24-003971
Total Value
$1.09B
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEXGEN ENERGY LTD | NXE | 30,313,830 | $288.9M | 26.39% |
| 2 | CENOVUS ENERGY INC | CVE | 9,598,775 | $188.7M | 17.24% |
| 3 | HUDBAY MINERALS INC | HBM | 10,759,528 | $133.2M | 12.17% |
| 4 | CRH PLC | CRH | 1,766,626 | $132.5M | 12.10% |
| 5 | FLUTTER ENTMT PLC | G3643J108 | 652,427 | $94.4M | 8.62% |
| 6 | NATWEST GROUP PLC | RBSPF | 22,986,128 | $71.7M | 6.55% |
| 7 | VEREN INC | 92340V107 | 6,242,876 | $67.4M | 6.15% |
| 8 | ELDORADO GOLD CORP NEW | 284902509 | 4,042,196 | $59.8M | 5.46% |
| 9 | DELL TECHNOLOGIES INC | DELL | 423,096 | $58.3M | 5.33% |