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L1 Capital Pty Ltd 13F Holdings
Holdings from the most recent 13F from L1 Capital Pty Ltd
Filed: 2025-05-15 (Q1 2025) | Holdings: 14 | Value: $1.1B | Filing Link
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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 |
| EGO - ELDORADO GOLD CORP NEW | Add 23% ($27.3M) | 13.74% | $147.6M | +98.85% | +31.55% | ||
| NXE - NEXGEN ENERGY LTD | Add 12% ($14.5M) | 12.79% | $137.4M | ||||
| CVE - CENOVUS ENERGY INC | Add 23% ($21.5M) | 10.64% | $114.3M | ||||
| FLUT - FLUTTER ENTMT PLC | Add 61% ($41.5M) | 10.20% | $109.6M | -8.94% | +20.02% | ||
| HBM - HUDBAY MINERALS INC | Add 44% ($33.4M) | 10.18% | $109.4M | +127.67% | +33.25% | ||
| CRH - CRH PLC | Add 32% ($24.1M) | 9.36% | $100.5M | ||||
| RYAAY - RYANAIR HOLDINGS PLC | Reduce 5% $(4.8M) | 8.95% | $96.1M | +42.29% | +30.40% | ||
| EQX - EQUINOX GOLD CORP | Add 111% ($39.3M) | 6.95% | $74.6M | +149.15% | +35.08% | ||
| AA - ALCOA CORP | New Purchase | 4.91% | $52.7M | ||||
| HCC - WARRIOR MET COAL INC | New Purchase | 3.19% | $34.3M | ||||
| TGB - TASEKO MINES LTD | New Purchase | 2.63% | $28.2M | +175.63% | +60.91% | ||
| GPK - GRAPHIC PACKAGING HLDG CO | Reduce 61% $(42.5M) | 2.56% | $27.5M | ||||
| AVR - ANTERIS TECHNOLOGIES GLOBAL | Add 147% ($14.9M) | 2.33% | $25.1M | +24.81% | -4.76% | ||
| SLSR - SOLARIS RES INC | Add 1% ($140.6K) | 1.54% | $16.6M | ||||
| BCS - BARCLAYS PLC | Reduce 100% | 0.00% | $0.00 | ||||
| LYG - LLOYDS BANKING GROUP PLC | Reduce 100% | 0.00% | $0.00 | ||||
| NWG - NATWEST GROUP PLC | Reduce 100% | 0.00% | $0.00 | ||||