Holders — by stockHoldings — by fund
L1 Capital Pty Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1817646
$2.97B
disclosed book value
24
positions
15.1%
largest position share
Positions, as of 2026-06-30
top 24 of 24 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | EGOELDORADO GOLD CORP NEW | 14.4M | $448.2M | 15.1% |
| 2 | NXENEXGEN ENERGY LTD | 35.0M | $328.7M | 11% |
| 3 | AMCOR PLC | 6.7M | $290.9M | 9.8% |
| 4 | EQXEQUINOX GOLD CORP | 27.1M | $263.0M | 8.8% |
| 5 | CGAUCENTERRA GOLD INC | 16.3M | $259.0M | 8.7% |
| 6 | TGBTREKOR METALS LTD | 34.7M | $238.7M | 8% |
| 7 | HBMHUDBAY MINERALS INC | 10.0M | $235.5M | 7.9% |
| 8 | BTGB2GOLD CORP | 48.8M | $182.7M | 6.1% |
| 9 | CRH PLC | 1.3M | $135.3M | 4.5% |
| 10 | OGCOCEANAGOLD CORP | 3.2M | $79.1M | 2.7% |
| 11 | AVRANTERIS TECHNOLOGIES GLOBAL | 7.8M | $76.7M | 2.6% |
| 12 | AAALCOA CORP | 1.4M | $74.9M | 2.5% |
| 13 | HDBHDFC BANK LTD | 2.2M | $56.7M | 1.9% |
| 14 | NWSNEWS CORP NEW | 2.0M | $56.0M | 1.9% |
| 15 | BLDRBUILDERS FIRSTSOURCE INC | 600,269 | $53.7M | 1.8% |
| 16 | AYAAYA GOLD & SILVER INC | 2.1M | $39.3M | 1.3% |
| 17 | NU HLDGS LTD | 2.6M | $35.2M | 1.2% |
| 18 | ISOUISOENERGY LTD | 2.8M | $27.7M | 0.9% |
| 19 | IAGIAMGOLD CORP | 1.5M | $24.0M | 0.8% |
| 20 | FERGFERGUSON ENTERPRISES INC | 84,104 | $20.0M | 0.7% |
| 21 | ZZILLOW GROUP INC | 499,342 | $15.7M | 0.5% |
| 22 | INTUINTUIT | 49,972 | $13.0M | 0.4% |
| 23 | LITHIUM ARGENTINA AG | 1.4M | $11.3M | 0.4% |
| 24 | SGMLSIGMA LITHIUM CORPORATION | 767,428 | $9.7M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.