13F HOLDINGS REPORT
L1 Capital Pty Ltd
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001817646-25-000004
Total Value
$1.58B
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEXGEN ENERGY LTD | NXE | 30,838,591 | $260.6M | 16.45% |
| 2 | ALCOA CORP | AA | 5,887,699 | $219.7M | 13.87% |
| 3 | EQUINOX GOLD CORP | EQX | 17,396,415 | $203.7M | 12.86% |
| 4 | ELDORADO GOLD CORP NEW | 284902509 | 7,128,239 | $190.9M | 12.05% |
| 5 | HUDBAY MINERALS INC | HBM | 8,379,964 | $134.1M | 8.46% |
| 6 | CENOVUS ENERGY INC | CVE | 6,517,479 | $113.7M | 7.18% |
| 7 | TASEKO MINES LTD | TGB | 24,479,399 | $107.7M | 6.80% |
| 8 | NEWS CORP NEW | NWSLL | 3,387,548 | $102.6M | 6.48% |
| 9 | CHARTER COMMUNICATIONS INC N | 16119P108 | 289,544 | $63.7M | 4.02% |
| 10 | DENISON MINES CORP | DNN | 14,007,218 | $44.4M | 2.80% |
| 11 | CRH PLC | CRH | 356,888 | $40.3M | 2.55% |
| 12 | WARRIOR MET COAL INC | HCC | 458,915 | $37.3M | 2.35% |
| 13 | SOLARIS RES INC | SLSR | 4,929,623 | $32.6M | 2.06% |
| 14 | ANTERIS TECHNOLOGIES GLOBAL | AVR | 6,838,136 | $27.2M | 1.72% |
| 15 | NUCOR CORP | NUE | 11,386 | $1.6M | 0.10% |
| 16 | IAMGOLD CORP | IAG | 117,958 | $1.5M | 0.09% |
| 17 | FREEPORT-MCMORAN INC | FCX | 25,475 | $1.0M | 0.06% |
| 18 | AERCAP HOLDINGS NV | AER | 6,272 | $833,862 | 0.05% |
| 19 | ZILLOW GROUP INC | Z | 6,944 | $506,912 | 0.03% |