13F HOLDINGS REPORT
L1 Capital Pty Ltd
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001085146-25-001660
Total Value
$1.17B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEXGEN ENERGY LTD | NXE | 27,418,450 | $259.9M | 22.23% |
| 2 | HUDBAY MINERALS INC | HBM | 10,012,606 | $116.7M | 9.99% |
| 3 | ELDORADO GOLD CORP NEW | 284902509 | 7,152,907 | $106.4M | 9.10% |
| 4 | RYANAIR HOLDINGS PLC | RYAOF | 2,381,630 | $103.8M | 8.88% |
| 5 | CENOVUS ENERGY INC | CVE | 6,669,518 | $101.0M | 8.64% |
| 6 | NATWEST GROUP PLC | RBSPF | 22,133,598 | $89.0M | 7.61% |
| 7 | CRH PLC | CRH | 868,375 | $80.3M | 6.87% |
| 8 | GRAPHIC PACKAGING HLDG CO | GPK | 2,696,025 | $73.2M | 6.26% |
| 9 | FLUTTER ENTMT PLC | G3643J108 | 307,132 | $63.6M | 5.44% |
| 10 | BARCLAYS PLC | BCLYF | 22,621,299 | $60.7M | 5.19% |
| 11 | LLOYDS BANKING GROUP PLC | LLOBF | 93,653,671 | $51.3M | 4.39% |
| 12 | EQUINOX GOLD CORP | EQX | 5,137,709 | $25.8M | 2.21% |
| 13 | SOLARIS RES INC | SLSR | 4,887,811 | $21.8M | 1.86% |
| 14 | ANTERIS TECHNOLOGIES GLOBAL | AVR | 2,788,683 | $15.6M | 1.33% |