L1 Capital Pty Ltd

Q3 2025 13F Holdings

  • Location
    melbourne vic 3000, C3
  • Num holdings

    19

  • Value ($000)

    $1,583,977

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001817646
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NXE

NEXGEN ENERGY LTD

COM
65340P106
$260.59 M
17 %

30,838,591

A
AA

ALCOA CORP

COM
013872106
$219.73 M
14 %

5,887,699

E
EQX

EQUINOX GOLD CORP

COM
29446Y502
$203.71 M
13 %

17,396,415

E
ELD

ELDORADO GOLD CORP NEW

COM
284902509
$190.89 M
12 %

7,128,239

H
HBM

HUDBAY MINERALS INC

COM
443628102
$134.08 M
9 %

8,379,964

C
CVE

CENOVUS ENERGY INC

COM
15135U109
$113.66 M
7 %

6,517,479

T
TGB

TASEKO MINES LTD

COM
876511106
$107.71 M
7 %

24,479,399

---

NEWS CORP NEW

CL B
65249B208
$102.61 M
7 %

3,387,548

C
CHTR

CHARTER COMMUNICATIONS INC N

CL A
16119P108
$63.66 M
4 %

289,544

D
DML

DENISON MINES CORP

COM
248356107
$44.40 M
3 %

14,007,218

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