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
NXE
NXE

NEXGEN ENERGY LTD

COM
65340P106
$260.59 M
17 %

30,838,591

AA
AA

ALCOA CORP

COM
013872106
$219.73 M
14 %

5,887,699

EQX
EQX

EQUINOX GOLD CORP

COM
29446Y502
$203.71 M
13 %

17,396,415

ELD
ELD

ELDORADO GOLD CORP NEW

COM
284902509
$190.89 M
12 %

7,128,239

HBM
HBM

HUDBAY MINERALS INC

COM
443628102
$134.08 M
9 %

8,379,964

CVE
CVE

CENOVUS ENERGY INC

COM
15135U109
$113.66 M
7 %

6,517,479

TGB
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

CHTR
CHTR

CHARTER COMMUNICATIONS INC N

CL A
16119P108
$63.66 M
4 %

289,544

DML
DML

DENISON MINES CORP

COM
248356107
$44.40 M
3 %

14,007,218

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