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L1 Capital Pty Ltd 13F Holdings
Holdings from the most recent 13F from L1 Capital Pty Ltd
Filed: 2024-08-14 (Q2 2024) | Holdings: 9 | Value: $1.1B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| NXE - NEXGEN ENERGY LTD | Add 26% ($59.4M) | 26.39% | $288.9M | +48.75% | +23.21% | +13.86% | |
| CVE - CENOVUS ENERGY INC | Reduce 1% $(2.2M) | 17.24% | $188.7M | -3.08% | -19.07% | -19.84% | |
| HBM - HUDBAY MINERALS INC | Reduce 32% $(63.5M) | 12.17% | $133.2M | +143.84% | +11.04% | +43.90% | |
| CRH - CRH PLC | Add 24% ($25.5M) | 12.10% | $132.5M | +52.66% | +17.11% | +33.19% | |
| FLUT - FLUTTER ENTMT PLC | Add 37% ($25.3M) | 8.62% | $94.4M | +8.37% | +28.97% | +42.51% | |
| NWG - NATWEST GROUP PLC | New Purchase | 6.55% | $71.7M | ||||
| VRN - VEREN INC | New Purchase | 6.15% | $67.4M | -27.65% | |||
| EGO - ELDORADO GOLD CORP NEW | CALL | New Purchase | 5.46% | $59.8M | |||
| DELL - DELL TECHNOLOGIES INC | New Purchase | 5.33% | $58.3M | +24.06% | +23.40% | +31.51% | |
| AA - ALCOA CORP | Reduce 100% | 0.00% | $0.00 | +46.64% | +39.03% | ||
| GPK - GRAPHIC PACKAGING HLDG CO | Reduce 100% | 0.00% | $0.00 | +5.64% | -0.85% | ||
| TSM - TAIWAN SEMICONDUCTOR MFG LTD | Reduce 100% | 0.00% | $0.00 | +7.40% | +8.19% | ||
| TECK - TECK RESOURCES LTD | Reduce 100% | 0.00% | $0.00 | ||||
| WCC - WESCO INTL INC | Reduce 100% | 0.00% | $0.00 | +33.04% | +28.44% | ||