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| Name: |
L1 Capital Pty Ltd |
| City: |
MELBOURNE VIC 3000 |
| State: |
C3 |
| Zip: |
00000 |
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data |
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| Holdings
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4 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
TSM |
Taiwan Semiconductor Mfg. C... |
6 |
New |
$156.15 |
$88,886,000 |
650,273 |
7.38% |
88,886,000 |
650,273 |
0.013 |
Semiconductor - Integ... |
|
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FLUT |
Flutter Entertainment plc |
7 |
New |
$206.43 |
$74,845,000 |
477,477 |
6.22% |
74,845,000 |
477,477 |
0.269 |
N/A |
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AA |
Alcoa Upstream Corp |
8 |
New |
$42.15 |
$72,658,000 |
2,187,849 |
6.03% |
72,658,000 |
2,187,849 |
1.177 |
N/A |
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WCC |
WESCO International |
10 |
New |
$187.86 |
$58,820,000 |
344,281 |
4.88% |
58,820,000 |
344,281 |
0.686 |
Electronics Wholesale |
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