Institutions / L1 Capital Pty Ltd
L1 Capital Pty Ltd
CIK 1817646 · Institutionalso an insider · as of Dec 31, 2025
Portfolio value
$1.92B
Positions
20
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Eldorado Gold Corp New | $346.28M | 18.1% |
| Nexgen Energy Ltd | $309.14M | 16.1% |
| Equinox Gold Corp | $283.11M | 14.8% |
| Taseko Mines Ltd | $201.19M | 10.5% |
| News Corp | $126.63M | 6.6% |
| Zillow Group, Inc. | $117.97M | 6.2% |
| Intercontinental Exchange, Inc. | $110.00M | 5.7% |
| Cenovus Energy Inc | $95.70M | 5.0% |
| Alcoa Corp | $82.13M | 4.3% |
| Allied Gold Corp | $33.83M | 1.8% |
| Nucor Corp | $33.21M | 1.7% |
| Flutter Entertainment plc | $29.86M | 1.6% |
| Solaris Res Inc | $25.88M | 1.4% |
| Eagle Materials Inc | $24.83M | 1.3% |
| JD.com,Inc.JD | $20.96M | 1.1% |
| Iamgold Corp | $20.65M | 1.1% |
| Hdfc Bank LtdHDB | $18.40M | 1.0% |
| Amrize Ltd | $16.51M | 0.9% |
| Anteris Technologies Global Corp. | $14.03M | 0.7% |
| Isoenergy Ltd | $6.79M | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.
Insider transactions
Also files Forms 3 / 4 / 5