13F HOLDINGS REPORT (Amended)
L1 Capital Pty Ltd
Quarter ended Q3 2025 · Filed September 11, 2025 · Accession 0001085146-25-005739
Total Value
$1.65B
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEXGEN ENERGY LTD | NXE | 33,816,063 | $234.7M | 14.18% |
| 2 | HUDBAY MINERALS INC | HBM | 15,054,087 | $159.9M | 9.66% |
| 3 | ELDORADO GOLD CORP NEW | 284902509 | 7,493,579 | $152.4M | 9.21% |
| 4 | ALCOA CORP | AA | 4,814,342 | $142.1M | 8.59% |
| 5 | EQUINOX GOLD CORP | EQX | 23,908,865 | $137.5M | 8.31% |
| 6 | FLUTTER ENTMT PLC | G3643J108 | 481,009 | $136.3M | 8.24% |
| 7 | LLOYDS BANKING GROUP PLC | LLOBF | 129,076,191 | $135.9M | 8.22% |
| 8 | CRH PLC | CRH | 1,295,560 | $118.9M | 7.19% |
| 9 | CENOVUS ENERGY INC | CVE | 6,685,087 | $90.9M | 5.49% |
| 10 | WARRIOR MET COAL INC | HCC | 1,981,045 | $90.8M | 5.49% |
| 11 | NATWEST GROUP PLC | RBSPF | 10,382,579 | $72.9M | 4.41% |
| 12 | TASEKO MINES LTD | TGB | 20,681,607 | $65.1M | 3.94% |
| 13 | RYANAIR HOLDINGS PLC | RYAOF | 595,657 | $34.4M | 2.08% |
| 14 | ZILLOW GROUP INC | Z | 380,462 | $26.7M | 1.61% |
| 15 | ANTERIS TECHNOLOGIES GLOBAL | AVR | 2,812,000 | $26.1M | 1.58% |
| 16 | SOLARIS RES INC | SLSR | 4,929,623 | $22.6M | 1.37% |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 12,779 | $2.9M | 0.17% |
| 18 | EAGLE MATLS INC | 26969P108 | 3,585 | $724,564 | 0.04% |
| 19 | IAMGOLD CORP | IAG | 94,310 | $693,179 | 0.04% |
| 20 | NUCOR CORP | NUE | 5,081 | $658,193 | 0.04% |
| 21 | DENISON MINES CORP | DNN | 301,620 | $551,935 | 0.03% |
| 22 | ING GROEP N.V. | INGVF | 23,832 | $523,219 | 0.03% |
| 23 | DELTA AIR LINES INC DEL | DAL | 10,544 | $518,554 | 0.03% |
| 24 | UBER TECHNOLOGIES INC | UBER | 2,792 | $260,494 | 0.02% |
| 25 | AMAZON COM INC | AMZN | 1,180 | $258,880 | 0.02% |
| 26 | SALESFORCE INC | CRM | 648 | $176,703 | 0.01% |
| 27 | BOSTON SCIENTIFIC CORP | BSX | 1,200 | $128,892 | 0.01% |
| 28 | ALPHABET INC | GOOG | 683 | $120,365 | 0.01% |
| 29 | BOEING CO | BA-PA | 400 | $83,812 | 0.01% |
| 30 | XENON PHARMACEUTICALS INC | XENE | 1,296 | $40,565 | 0.00% |