13F HOLDINGS REPORT
L1 Capital Pty Ltd
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001085146-24-005976
Total Value
$1.16B
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEXGEN ENERGY LTD | NXE | 30,727,281 | $271.0M | 23.31% |
| 2 | HUDBAY MINERALS INC | HBM | 13,637,662 | $169.7M | 14.59% |
| 3 | CRH PLC | CRH | 1,388,064 | $128.7M | 11.07% |
| 4 | CENOVUS ENERGY INC | CVE | 7,415,698 | $124.1M | 10.67% |
| 5 | RYANAIR HOLDINGS PLC | RYAOF | 2,532,827 | $114.4M | 9.84% |
| 6 | ELDORADO GOLD CORP NEW | 284902509 | 6,002,312 | $104.3M | 8.97% |
| 7 | NATWEST GROUP PLC | RBSPF | 27,270,774 | $93.8M | 8.07% |
| 8 | FLUTTER ENTMT PLC | G3643J108 | 531,748 | $93.5M | 8.04% |
| 9 | VEREN INC | 92340V107 | 3,325,690 | $27.7M | 2.38% |
| 10 | ARCELORMITTAL SA LUXEMBOURG | ARCXF | 777,421 | $18.3M | 1.57% |
| 11 | SOLARIS RES INC | SLSR | 4,905,517 | $17.2M | 1.48% |