L1 Capital Pty Ltd Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.6T
Holdings
19
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NXENEXGEN ENERGY LTD | 30,838,591 | $260.6B | 16.45% | |
| 2 | AAALCOA CORP | 5,887,699 | $219.7B | 13.87% | |
| 3 | EQXEQUINOX GOLD CORP | 17,396,415 | $203.7B | 12.86% | |
| 4 | ELDELDORADO GOLD CORP NEW | 7,128,239 | $190.9B | 12.05% | |
| 5 | HBMHUDBAY MINERALS INC | 8,379,964 | $134.1B | 8.46% | |
| 6 | CVECENOVUS ENERGY INC | 6,517,479 | $113.7B | 7.18% | |
| 7 | TGBTASEKO MINES LTD | 24,479,399 | $107.7B | 6.80% | |
| 8 | NWSNEWS CORP NEW | 3,387,548 | $102.6B | 6.48% | |
| 9 | CHTRCHARTER COMMUNICATIONS INC N | 289,544 | $63.7B | 4.02% | |
| 10 | DMLDENISON MINES CORP | 14,007,218 | $44.4B | 2.80% | |
| 11 | RHCRH PLC | 356,888 | $40.3B | 2.55% | |
| 12 | HCCWARRIOR MET COAL INC | 458,915 | $37.3B | 2.35% | |
| 13 | SLSSOLARIS RES INC | 4,929,623 | $32.6B | 2.06% | |
| 14 | AVRANTERIS TECHNOLOGIES GLOBAL | 6,838,136 | $27.2B | 1.72% | |
| 15 | NUENUCOR CORP | 11,386 | $1.6B | 0.10% | |
| 16 | IMGIAMGOLD CORP | 117,958 | $1.5B | 0.09% | |
| 17 | FCXFREEPORT-MCMORAN INC | 25,475 | $1.0B | 0.06% | |
| 18 | AERAERCAP HOLDINGS NV | 6,272 | $833.9M | 0.05% | |
| 19 | ZZILLOW GROUP INC | 6,944 | $506.9M | 0.03% |