L1 Capital Pty Ltd Q4 2022 Filing

Filed February 14, 2023

Portfolio Value

$648.2M

Holdings

13

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (13 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	UCOPROSHARES TR II	2,909,930	$88.0M	13.58%
2	BABAALIBABA GROUP HLDG LTD	922,159	$81.0M	12.50%
3	BPBP PLC	1,854,951	$64.0M	9.87%
4	TECK/BTECK RESOURCES LTD	1,703,380	$64.0M	9.87%
5	KWEBKRANESHARES TR	2,038,560	$61.0M	9.41%
6	HBMHUDBAY MINERALS INC	8,222,789	$56.0M	8.64%
7	CVECENOVUS ENERGY INC	2,837,257	$55.0M	8.48%
8	MDGLMADRIGAL PHARMACEUTICALS INC	133,312	$38.0M	5.86%
9	NXENEXGEN ENERGY LTD	5,597,288	$33.0M	5.09%
10	HCCWARRIOR MET COAL INC	948,024	$32.0M	4.94%
11	SUSUNCOR ENERGY INC NEW	691,180	$29.0M	4.47%
12	TTENTOTALENERGIES SE	372,451	$23.0M	3.55%
13	FXLVF45 TRAINING HLDGS INC	6,602,720	$18.0M	2.78%