account_balance
Investment manager · 13F filer · SEC CIK 1817646
L1 Capital Pty Ltd
Reported value$2.97Bas of Jun 30, 2026
Positions24 10 new, 8 sold out
Top 10 weight82.7%EGO alone is 15%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
EGOEldorado Gold Corp New
15.1%Added +38%
NXENexgen Energy Ltd
11.0%
AMCRAmcor PLC
9.8%Added +53%
EQXEquinox Gold Corp
8.8%Added +11%
CGAUCenterra Gold Inc
8.7%Added +132%
TGBTrekor Metals Ltd
8.0%New
HBMHudbay Minerals Inc
7.9%New
BTGB2gold Corp
6.1%New
CRHCRH PLC
4.5%Trimmed −32%
OGCOceanagold Corp
2.7%New
AVRAnteris Technologies Global
2.6%
AA2.5%EGOEldorado Gold Corp New
15.1%Added +38%
NXENexgen Energy Ltd
11.0%
AMCRAmcor PLC
9.8%Added +53%
EQXEquinox Gold Corp
8.8%Added +11%
CGAUCenterra Gold Inc
8.7%Added +132%
TGB8.0%HBM7.9%BTG6.1%CRH4.5%OGC2.7%AVR2.6%AA2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
EGO Eldorado Gold Corp New 15.1% Added +38%NXE Nexgen Energy Ltd 11.0% HeldAMCR Amcor PLC 9.8% Added +53%EQX Equinox Gold Corp 8.8% Added +11%CGAU Centerra Gold Inc 8.7% Added +132%TGB Trekor Metals Ltd 8.0% NewHBM Hudbay Minerals Inc 7.9% NewBTG B2gold Corp 6.1% NewCRH CRH PLC 4.5% Trimmed −32%OGC Oceanagold Corp 2.7% NewAVR Anteris Technologies Global 2.6% HeldAA Alcoa Corp 2.5% New
What changed