L1 Capital Pty Ltd Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.4T
Holdings
30
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HBMHUDBAY MINERALS INC | 15,054,087 | $159.9B | 11.79% | |
| 2 | ELDELDORADO GOLD CORP NEW | 7,493,579 | $152.4B | 11.24% | |
| 3 | AAALCOA CORP | 4,814,342 | $142.1B | 10.48% | |
| 4 | EQXEQUINOX GOLD CORP | 23,908,865 | $137.5B | 10.14% | |
| 5 | FLUTFLUTTER ENTMT PLC | 481,009 | $136.3B | 10.05% | |
| 6 | LYGLLOYDS BANKING GROUP PLC | 129,076,191 | $135.9B | 10.02% | |
| 7 | RHCRH PLC | 1,295,560 | $118.9B | 8.77% | |
| 8 | CVECENOVUS ENERGY INC | 6,685,087 | $90.9B | 6.70% | |
| 9 | HCCWARRIOR MET COAL INC | 1,981,045 | $90.8B | 6.69% | |
| 10 | NWGNATWEST GROUP PLC | 10,382,579 | $72.9B | 5.38% | |
| 11 | RYAAYRYANAIR HOLDINGS PLC | 595,657 | $34.4B | 2.53% | |
| 12 | ZZILLOW GROUP INC | 380,462 | $26.7B | 1.97% | |
| 13 | AVRANTERIS TECHNOLOGIES GLOBAL | 2,812,000 | $26.1B | 1.92% | |
| 14 | SLSSOLARIS RES INC | 4,929,623 | $22.6B | 1.67% | |
| 15 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 12,779 | $2.9B | 0.21% | |
| 16 | NXENEXGEN ENERGY LTD | 118,897 | $825.1M | 0.06% | |
| 17 | EXPEAGLE MATLS INC | 3,585 | $724.6M | 0.05% | |
| 18 | IMGIAMGOLD CORP | 94,310 | $693.2M | 0.05% | |
| 19 | NUENUCOR CORP | 5,081 | $658.2M | 0.05% | |
| 20 | DMLDENISON MINES CORP | 301,620 | $551.9M | 0.04% | |
| 21 | INGING GROEP N.V. | 23,832 | $523.2M | 0.04% | |
| 22 | DALDELTA AIR LINES INC DEL | 10,544 | $518.6M | 0.04% | |
| 23 | TGBTASEKO MINES LTD | 109,421 | $345.8M | 0.03% | |
| 24 | UBERUBER TECHNOLOGIES INC | 2,792 | $260.5M | 0.02% | |
| 25 | AMZNAMAZON COM INC | 1,180 | $258.9M | 0.02% | |
| 26 | CRMSALESFORCE INC | 648 | $176.7M | 0.01% | |
| 27 | BSXBOSTON SCIENTIFIC CORP | 1,200 | $128.9M | 0.01% | |
| 28 | GOOGLALPHABET INC | 683 | $120.4M | 0.01% | |
| 29 | BABOEING CO | 400 | $83.8M | 0.01% | |
| 30 | XENEXENON PHARMACEUTICALS INC | 1,296 | $40.6M | 0.00% |