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Size ($ in 1000's)
At 12/31/2023: $978,386 At 09/30/2023: $1,098,749
L1 Capital Pty Ltd holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from L1 Capital Pty Ltd 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the L1 Capital Pty Ltd top holdings by largest position size, as per the latest 13f filing made by L1 Capital Pty Ltd.
In the L1 Capital Pty Ltd-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by L1 Capital Pty Ltd in that top holding, then the share count change between reporting periods, and finally the L1 Capital Pty Ltd top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
NEXGEN ENERGY LTD |
22,659,993 |
+843,220 |
$158,620 | NXE | 22,659,993 | +843,220 | $158,620 | CRH PLC |
2,017,953 |
-398,080 |
$139,562 | CRH | 2,017,953 | -398,080 | $139,562 | CENOVUS ENERGY INC |
7,597,906 |
+979,983 |
$126,505 | CVE | 7,597,906 | +979,983 | $126,505 | TECK RESOURCES LTD |
2,975,889 |
+432,450 |
$125,791 | TECK | 2,975,889 | +432,450 | $125,791 | HUDBAY MINERALS INC |
16,940,635 |
+641,279 |
$93,512 | HBM | 16,940,635 | +641,279 | $93,512 | WARRIOR MET COAL INC |
1,334,604 |
-215,964 |
$81,371 | HCC | 1,334,604 | -215,964 | $81,371 | GRAPHIC PACKAGING HLDG CO |
2,914,493 |
+37,927 |
$71,842 | GPK | 2,914,493 | +37,927 | $71,842 | SHELL PLC |
746,500 |
-478,117 |
$49,120 | SHEL | 746,500 | -478,117 | $49,120 | BP PLC |
1,355,810 |
-663,643 |
$47,996 | BP | 1,355,810 | -663,643 | $47,996 | HCA HEALTHCARE INC |
174,183 |
+174,183 |
$47,148 | HCA | 174,183 | +174,183 | $47,148 | SUNCOR ENERGY INC NEW |
789,540 |
+789,540 |
$25,297 | SU | 789,540 | +789,540 | $25,297 |
See Full List: All Stocks Held By L1 Capital Pty Ltd
— Including: Biggest new positions Biggest exits Biggest increased positions
See Details: Top 10 Stocks Held By L1 Capital Pty Ltd
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