Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
L1 Capital Pty Ltd (CIK 1817646) reported $2.55B across 22 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NXE ($408.3M, 16.04%), EGO ($358.4M, 14.07%), EQX ($351.8M, 13.82%), TGB ($226.5M, 8.89%), CRH ($194.5M, 7.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NXE | NEXGEN ENERGY LTD | $408.3M | 16.04% | 35.2M | Added |
| 2 | EGO | ELDORADO GOLD CORP NEW | $358.4M | 14.07% | 10.4M | Added |
| 3 | EQX | EQUINOX GOLD CORP | $351.8M | 13.82% | 24.3M | Added |
| 4 | TGB | TASEKO MINES LTD | $226.5M | 8.89% | 35.1M | Trimmed |
| 5 | CRH | CRH PLC | $194.5M | 7.64% | 1.9M | New |
| 6 | FLUT | FLUTTER ENTMT PLC | $180.4M | 7.08% | 1.8M | Added |
| 7 | AMCCF | AMCOR PLC | $174.9M | 6.87% | 4.4M | New |
| 8 | CGAU | CENTERRA GOLD INC | $125.0M | 4.91% | 7.1M | New |
| 9 | NWS | NEWS CORP NEW | $120.7M | 4.74% | 4.2M | Trimmed |
| 10 | Z | ZILLOW GROUP INC | $52.5M | 2.06% | 1.3M | Trimmed |
| 11 | AVR | ANTERIS TECHNOLOGIES GLOBAL | $43.2M | 1.70% | 7.8M | Added |
| 12 | SCO | PROSHARES TR II | $43.2M | 1.70% | 5.2M | New |
| 13 | EXP | EAGLE MATLS INC | $40.6M | 1.60% | 214,538 | Added |
| 14 | TECK | TECK RESOURCES LTD | $32.8M | 1.29% | 634,547 | New |
| 15 | HDB | HDFC BANK LTD | $31.6M | 1.24% | 1.3M | Added |
| 16 | NU | NU HLDGS LTD | $30.6M | 1.20% | 2.1M | New |
| 17 | IAG | IAMGOLD CORP | $28.4M | 1.12% | 1.5M | Added |
| 18 | ISOU | ISOENERGY LTD | $26.3M | 1.03% | 2.5M | Added |
| 19 | BLDR | BUILDERS FIRSTSOURCE INC | $24.1M | 0.95% | 292,503 | New |
| 20 | CCL | CARNIVAL CORP | $18.5M | 0.73% | 715,980 | New |
| 21 | SLSR | SOLARIS RES INC | $17.0M | 0.67% | 2.0M | Trimmed |
| 22 | NCLH | NORWEGIAN CRUISE LINE HLDGS | $17.0M | 0.67% | 911,342 | New |
| 23 | AA | ALCOA CORP | $0 | 0.00% | 0 | Exited |
| 24 | AAUCD | ALLIED GOLD CORP | $0 | 0.00% | 0 | Exited |
| 25 | CVE | CENOVUS ENERGY INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31