account_balance
Investment manager · 13F filer · SEC CIK 1817646
L1 Capital Pty Ltd
Reported value$2.97Bas of Jun 30, 2026
Positions24 10 new, 8 sold out
Top 10 weight83%EGO alone is 15%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
EGO
Eldorado Gold Corp New
15.1%Added
NXE
Nexgen Energy Ltd
11.0%
AMCR
Amcor PLC
9.8%Added
EQX
Equinox Gold Corp
8.8%Added
CGAU
Centerra Gold INC
8.7%Added
TGB
Trekor Metals Ltd
8.0%New
HBM
Hudbay Minerals INC
7.9%New
BTG
B2gold Corp
6.1%New
CRH
Crh PLC
4.5%Trimmed
OGC
Oceanagold Corp
2.7%New
14 others
17.3%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed