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L1 Capital Pty Ltd
Period ended Jun 30, 2026 · Latest filing Aug 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $2,974,961,210
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ELDORADO GOLD CORP NEW · COM · 284902509 · shares: $448,241,847
- NEXGEN ENERGY LTD · COM · 65340P106 · shares: $328,727,761
- AMCOR PLC · COM NEW · G0250X149 · shares: $290,906,591
- EQUINOX GOLD CORP · COM · 29446Y502 · shares: $262,983,008
- CENTERRA GOLD INC · COM · 152006102 · shares: $258,967,151
- TREKOR METALS LTD · COM · 89472Y107 · shares: $238,679,985
- HUDBAY MINERALS INC · COM · 443628102 · shares: $235,504,782
- B2GOLD CORP · COM · 11777Q209 · shares: $182,653,798
- CRH PLC · ORD · G25508105 · shares: $135,304,389
- OCEANAGOLD CORP · COM NEW · 675222400 · shares: $79,125,736
Reported holdings
24 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ELDORADO GOLD CORP NEW | COM | 284902509 | — | 14,417,557 shares | $448,241,847 |
| NEXGEN ENERGY LTD | COM | 65340P106 | — | 34,992,263 shares | $328,727,761 |
| AMCOR PLC | COM NEW | G0250X149 | — | 6,710,648 shares | $290,906,591 |
| EQUINOX GOLD CORP | COM | 29446Y502 | — | 27,055,865 shares | $262,983,008 |
| CENTERRA GOLD INC | COM | 152006102 | — | 16,337,154 shares | $258,967,151 |
| TREKOR METALS LTD | COM | 89472Y107 | — | 34,687,011 shares | $238,679,985 |
| HUDBAY MINERALS INC | COM | 443628102 | — | 9,977,133 shares | $235,504,782 |
| B2GOLD CORP | COM | 11777Q209 | — | 48,837,914 shares | $182,653,798 |
| CRH PLC | ORD | G25508105 | — | 1,264,527 shares | $135,304,389 |
| OCEANAGOLD CORP | COM NEW | 675222400 | — | 3,157,907 shares | $79,125,736 |
| ANTERIS TECHNOLOGIES GLOBAL | COM | 03675P102 | — | 7,789,000 shares | $76,721,650 |
| ALCOA CORP | COM | 013872106 | — | 1,435,645 shares | $74,854,530 |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | — | 2,194,495 shares | $56,683,806 |
| NEWS CORP NEW | CL B | 65249B208 | — | 1,995,900 shares | $56,004,954 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | — | 600,269 shares | $53,712,070 |
| AYA GOLD & SILVER INC | COM | 05466C109 | — | 2,074,017 shares | $39,264,235 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | — | 2,634,319 shares | $35,194,502 |
| ISOENERGY LTD | COM NEW | 46500E867 | — | 2,778,857 shares | $27,694,557 |
| IAMGOLD CORP | COM | 450913108 | — | 1,512,374 shares | $23,956,004 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | — | 84,104 shares | $19,960,402 |
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | — | 499,342 shares | $15,739,260 |
| INTUIT | COM | 461202103 | — | 49,972 shares | $13,042,692 |
| LITHIUM ARGENTINA AG | COM SHS | H5012F103 | — | 1,369,956 shares | $11,329,536 |
| SIGMA LITHIUM CORPORATION | COM | 826599102 | — | 767,428 shares | $9,707,964 |