13F HOLDINGS REPORT
L1 Capital Pty Ltd
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001085146-25-003358
Total Value
$1.07B
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ELDORADO GOLD CORP NEW | 284902509 | 8,774,080 | $147.6M | 13.74% |
| 2 | NEXGEN ENERGY LTD | NXE | 30,644,505 | $137.4M | 12.79% |
| 3 | CENOVUS ENERGY INC | CVE | 8,214,366 | $114.3M | 10.64% |
| 4 | FLUTTER ENTMT PLC | G3643J108 | 494,603 | $109.6M | 10.20% |
| 5 | HUDBAY MINERALS INC | HBM | 14,423,384 | $109.4M | 10.18% |
| 6 | CRH PLC | CRH | 1,142,437 | $100.5M | 9.36% |
| 7 | RYANAIR HOLDINGS PLC | RYAOF | 2,268,807 | $96.1M | 8.95% |
| 8 | EQUINOX GOLD CORP | EQX | 10,848,019 | $74.6M | 6.95% |
| 9 | ALCOA CORP | AA | 1,727,044 | $52.7M | 4.91% |
| 10 | WARRIOR MET COAL INC | HCC | 718,309 | $34.3M | 3.19% |
| 11 | TASEKO MINES LTD | TGB | 12,608,621 | $28.2M | 2.63% |
| 12 | GRAPHIC PACKAGING HLDG CO | GPK | 1,060,541 | $27.5M | 2.56% |
| 13 | ANTERIS TECHNOLOGIES GLOBAL | AVR | 6,886,480 | $25.1M | 2.33% |
| 14 | SOLARIS RES INC | SLSR | 4,929,623 | $16.6M | 1.54% |