13F HOLDINGS REPORT
L1 Capital Pty Ltd
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001315863-23-000716
Total Value
$830.9M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEXGEN ENERGY LTD | NXE | 16,621,563 | $103.9M | 12.50% |
| 2 | TECK RESOURCES LTD | TCKRF | 2,454,830 | $103.3M | 12.44% |
| 3 | CENOVUS ENERGY INC | CVE | 5,633,651 | $95.7M | 11.51% |
| 4 | HUDBAY MINERALS INC | HBM | 14,157,919 | $89.9M | 10.82% |
| 5 | ALIBABA GROUP HLDG LTD | BBAAY | 1,035,930 | $86.3M | 10.39% |
| 6 | KRANESHARES TR | 500767306 | 3,065,130 | $82.5M | 9.93% |
| 7 | WARRIOR MET COAL INC | HCC | 2,115,228 | $82.4M | 9.92% |
| 8 | BP PLC | BPPFF | 1,819,704 | $64.2M | 7.73% |
| 9 | GRAPHIC PACKAGING HLDG CO | GPK | 2,516,246 | $60.5M | 7.28% |
| 10 | SHELL PLC | RYDAF | 424,252 | $25.6M | 3.08% |
| 11 | ARCH RESOURCES INC | 03940R107 | 120,313 | $13.6M | 1.63% |
| 12 | CRH PLC | CRH | 209,177 | $11.7M | 1.40% |
| 13 | MADRIGAL PHARMACEUTICALS INC | MDGL | 45,739 | $10.6M | 1.27% |
| 14 | F45 TRAINING HLDGS INC | 30322L101 | 1,415,297 | $707,649 | 0.09% |