L1 Capital Pty Ltd: 13F holdings
CIK 18176462026Q2
| Positions | 24 |
|---|
| Reported value | $3.0bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 24 (+2 vs prior quarter) |
|---|
| Reported value | $3.0bn (+16.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| EGO ELDORADO GOLD CORP NEW | 14,417,557 | $448.2m | 15.1% |
| NXE NEXGEN ENERGY LTD | 34,992,263 | $328.7m | 11.0% |
| AMCOR PLC | 6,710,648 | $290.9m | 9.8% |
| EQX EQUINOX GOLD CORP | 27,055,865 | $263.0m | 8.8% |
| CGAU CENTERRA GOLD INC | 16,337,154 | $259.0m | 8.7% |
| TREKOR METALS LTD | 34,687,011 | $238.7m | 8.0% |
| HBM HUDBAY MINERALS INC | 9,977,133 | $235.5m | 7.9% |
| BTG B2GOLD CORP | 48,837,914 | $182.7m | 6.1% |
| CRH PLC | 1,264,527 | $135.3m | 4.5% |
| OGC OCEANAGOLD CORP | 3,157,907 | $79.1m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1817646")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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