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| Name: |
L1 Capital Pty Ltd |
| City: |
MELBOURNE VIC 3000 |
| State: |
C3 |
| Zip: |
00000 |
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| Holdings
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6 |
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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 |
|
NXE |
NexGen Energy Ltd |
1 |
- |
$7.20 |
$207,566,000 |
22,659,993 |
19.48% |
30,196,000 |
843,220 |
6.011 |
N/A |
|
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CVE |
Cenovus Energy Inc |
3 |
- |
$20.53 |
$126,505,000 |
7,597,906 |
11.87% |
-11,280,000 |
979,983 |
0.618 |
Oil & Gas Drilling & ... |
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TCK |
Teck Resources Ltd |
4 |
- |
$51.70 |
$125,791,000 |
2,975,889 |
11.8% |
16,194,000 |
432,450 |
0.517 |
Industrial Metals & M... |
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HBM |
Hudbay Minerals Inc |
5 |
- |
$8.78 |
$123,667,000 |
16,940,635 |
11.6% |
15,928,000 |
641,279 |
6.484 |
Industrial Metals & M... |
|
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GPK |
Graphic Packaging Internati... |
7 |
- |
$27.57 |
$71,842,000 |
2,914,493 |
6.74% |
7,752,000 |
37,927 |
0.907 |
Packaging & Containers |
|
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MDGL |
Madrigal Pharmaceuticals Inc |
12 |
- |
$205.25 |
$11,622,000 |
50,230 |
1.09% |
4,544,000 |
1,761 |
0.303 |
Diagnostic Substances |
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