L1 Capital Pty Ltd Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$511.4M

Holdings

10

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (10 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	HBMHUDBAY MINERALS INC	18,076,014	$100.5M	19.65%
2	CVECENOVUS ENERGY INC	5,083,660	$78.1M	15.28%
3	TECK/BTECK RESOURCES LTD	2,388,777	$72.6M	14.21%
4	BABAALIBABA GROUP HLDG LTD	720,031	$57.6M	11.26%
5	GPKGRAPHIC PACKAGING HLDG CO	2,361,372	$46.6M	9.12%
6	NXENEXGEN ENERGY LTD	9,118,921	$45.8M	8.95%
7	HCCWARRIOR MET COAL INC	1,561,071	$44.4M	8.68%
8	FERGFERGUSON PLC NEW	342,310	$35.2M	6.89%
9	FXLVF45 TRAINING HLDGS INC	6,469,500	$20.0M	3.91%
10	MDGLMADRIGAL PHARMACEUTICALS INC	161,163	$10.5M	2.05%