Investor
L1 Capital Pty Ltd
CIK 0001817646 · filed 2026-05-15 · SEC filing
13F book
$2.55B
Positions
22
9 new · 7 sold
Largest name
16.0%
NexGen Energy Ltd. · NXE
Est. mark
$46.2M
Price effect on 13 names still held. Flow $583.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| NexGen Energy Ltd. | NXE | 35.2M | $408.3M | 16.0% | $80.9M | Added$99.2M |
| Eldorado Gold Corp New | — | 10.4M | $358.4M | 14.1% | −$15.3M | Added$12.1M |
| Equinox Gold Corp. | EQX | 24.3M | $351.8M | 13.8% | $8.47M | Added$68.7M |
| Taseko Mines Ltd | — | 35.1M | $226.5M | 8.9% | $27.8M | Cut$25.3M |
| Crh Plc | — | 1.85M | $194.5M | 7.6% | — | New |
| Flutter Entmt Plc | — | 1.77M | $180.4M | 7.1% | −$15.7M | Added$150.5M |
| Amcor Plc Com New | — | 4.4M | $174.9M | 6.9% | — | New |
| Centerra Gold Inc. | CGAU | 7.05M | $125M | 4.9% | — | New |
| News Corp New | — | 4.23M | $120.7M | 4.7% | −$4.74M | Cut−$5.89M |
| Zillow Group Inc | — | 1.27M | $52.5M | 2.1% | −$34.1M | Cut−$65.4M |
| Anteris Technologies Global Corp. | AVR | 7.79M | $43.2M | 1.7% | $1.57M | Added$29.2M |
| Proshares Tr Ii | — | 5.19M | $43.2M | 1.7% | — | New |
| Eagle Matls Inc | — | 214.5K | $40.6M | 1.6% | −$2.07M | Added$15.8M |
| Teck Resources Ltd | — | 634.5K | $32.8M | 1.3% | — | New |
| Hdfc Bank Ltd | HDB | 1.27M | $31.6M | 1.2% | −$5.87M | Added$13.2M |
| Nu Hldgs Ltd | — | 2.13M | $30.6M | 1.2% | — | New |
| Iamgold Corp | IAG | 1.51M | $28.4M | 1.1% | $2.92M | Added$7.77M |
| IsoEnergy Ltd. | ISOU | 2.49M | $26.3M | 1.0% | $1.11M | Added$19.5M |
| Builders FirstSource, Inc. | BLDR | 292.5K | $24.1M | 0.9% | — | New |
| Carnival Corp Ltd. | CCL | 716K | $18.5M | 0.7% | — | New |
| Norwegian Cruise Line Hldg L | — | 911.3K | $17M | 0.7% | — | New |
| Solaris Res Inc | — | 1.97M | $17M | 0.7% | $1.2M | Cut−$8.91M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.