L1 Capital Pty Ltd Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$804.0B
Holdings
15
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVECENOVUS ENERGY INC | 11,540,711 | $116.1B | 14.44% | |
| 2 | FXLVF45 TRAINING HLDGS INC | 6,324,511 | $94.6B | 11.77% | |
| 3 | TECK/BTECK RESOURCES LTD | 3,581,493 | $89.2B | 11.10% | |
| 4 | BABAALIBABA GROUP HLDG LTD | 572,262 | $84.7B | 10.54% | |
| 5 | HBMHUDBAY MINERALS INC | 9,712,673 | $76.7B | 9.54% | |
| 6 | AAALCOA CORP | 1,385,832 | $67.8B | 8.44% | |
| 7 | NXENEXGEN ENERGY LTD | 9,871,007 | $59.4B | 7.39% | |
| 8 | GPKGRAPHIC PACKAGING HLDG CO | 2,704,920 | $51.5B | 6.41% | |
| 9 | GDSGDS HLDGS LTD | 897,728 | $50.8B | 6.32% | |
| 10 | HCCWARRIOR MET COAL INC | 1,708,211 | $39.8B | 4.94% | |
| 11 | SPLKCHFSPLUNK INC | 169,316 | $24.5B | 3.05% | |
| 12 | ARWRARROWHEAD PHARMACEUTICALS IN | 297,915 | $18.6B | 2.31% | |
| 13 | MDGLMADRIGAL PHARMACEUTICALS INC | 164,860 | $13.2B | 1.64% | |
| 14 | ETDETHAN ALLEN INTERIORS INC | 424,113 | $10.1B | 1.25% | |
| 15 | DRIOEURDARIOHEALTH CORP | 515,222 | $7.0B | 0.87% |