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L1 Capital Pty Ltd 13F Holdings
Holdings from the most recent 13F from L1 Capital Pty Ltd
Filed: 2021-08-16 (Q2 2021) | Holdings: 10 | Value: $484.3M | 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 |
| CVE - CENOVUS ENERGY INC | 19.06% | $92.3M | +157.19% | +59.74% | +132.00% | ||
| TECK.B - TECK RESOURCES LTD | Reduce 17% $(18.0M) | 18.51% | $89.6M | +111.31% | +24.42% | +59.58% | |
| HBM - HUDBAY MINERALS INC | New Purchase | 16.33% | $79.1M | +203.03% | +13.47% | -29.38% | |
| CNQ - CANADIAN NAT RES LTD | Reduce 7% $(5.3M) | 13.93% | $67.5M | +160.84% | +31.06% | +78.53% | |
| NXE - NEXGEN ENERGY LTD | New Purchase | 9.83% | $47.6M | +132.64% | +36.29% | -1.57% | |
| HCC - WARRIOR MET COAL INC | Add 94% ($16.5M) | 7.03% | $34.0M | +387.33% | +14.64% | +84.73% | |
| ARWR - ARROWHEAD PHARMACEUTICALS IN | 5.06% | $24.5M | +16.64% | +6.07% | -23.65% | ||
| PANW - PALO ALTO NETWORKS INC | Reduce 35% $(12.0M) | 4.67% | $22.6M | +211.43% | +39.11% | +39.32% | |
| MDGL - MADRIGAL PHARMACEUTICALS INC | Add 46% ($5.1M) | 3.32% | $16.1M | +594.68% | +5.71% | -9.37% | |
| DRIO - DARIOHEALTH CORP | 2.27% | $11.0M | -94.40% | +55.80% | -48.26% | ||
| FINV - FINVOLUTION GROUP | Reduce 100% | 0.00% | $0.00 | ||||
| WFC - WELLS FARGO CO NEW | Reduce 100% | 0.00% | $0.00 | ||||
| DESP - DESPEGAR COM CORP | Reduce 100% | 0.00% | $0.00 | ||||