L1 Capital Pty Ltd

Q4 2025 13F Holdings

  • Location
    melbourne vic 3000, C3
  • Num holdings

    20

  • Value ($000)

    $1,917,107

  • Date Filed
    02/13/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
ELD

ELDORADO GOLD CORP NEW

COM
$346.28M
18 %

9,640,407

NXE

NEXGEN ENERGY LTD

COM
$309.14M
16 %

33,642,681

EQX

EQUINOX GOLD CORP

COM
$283.11M
15 %

20,164,556

TGB

TASEKO MINES LTD

COM
$201.19M
11 %

35,545,632

---

NEWS CORP NEW

CL B
$126.63M
7 %

4,273,704

Z

ZILLOW GROUP INC

CL C CAP STK
$117.97M
6 %

1,729,313

ICE

INTERCONTINENTAL EXCHANGE IN

COM
$110M
6 %

679,203

CVE

CENOVUS ENERGY INC

COM
$95.7M
5 %

5,655,769

AA

ALCOA CORP

COM
$82.13M
4 %

1,545,476

---

ALLIED GOLD CORP

COM NEW
$33.83M
2 %

1,476,184

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