13F-HR filed by L1 Capital Pty Ltd

L1 Capital Pty Ltd filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-05-15, with 10 holding rows worth $1,204,231,681.

Accession: 0001085146-24-002612
Filer: CIK 1817646
Filed: 2024-05-15
Accepted by EDGAR: acceptance time not in the bulk data set
Ingested: 2026-10-07 18:28:46 UTC
Source: SEC quarterly data set

Original filing

13F report for Q1 2024

A holdings report, 10 entries on the cover page, a total value of $1,204,231,681 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,204,231,681 with VALUE read as dollars as filed, 13F file number 028-20329. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filed	CUSIP	Class	Amount	Value	Value read as
NEXGEN ENERGY LTD COM	65340P106	Stock	24,083,310	$251,188,923	dollars as filed
CENOVUS ENERGY INC	15135U109	COM	9,711,880	$192,683,699	dollars as filed
HUDBAY MINERALS INC COM	443628102	Stock	15,890,464	$149,052,552	dollars as filed
TECK RESOURCES LTD CL B	878742204	Stock	3,050,078	$133,959,426	dollars as filed
CRH PLC ORD	G25508105	Stock	1,426,155	$122,677,853	dollars as filed
TAIWAN SEMICONDUCTOR MFG	874039100	SPONSORED ADS	650,273	$88,885,816	dollars as filed
FLUTTER ENTMT PLC SHS	G3643J108	Stock	477,477	$74,844,520	dollars as filed
ALCOA CORP COM	013872106	Stock	2,187,849	$72,658,465	dollars as filed
GRAPHIC PACKAGING HLDG CO COM	388689101	Stock	2,044,002	$59,460,018	dollars as filed
WESCO INTL INC COM	95082P105	Stock	344,281	$58,820,409	dollars as filed

Amendment chain

Filing	Role	Filed	Accepted	Ingested
13F-HR 0001085146-24-002612	this filing	2024-05-15	acceptance time not in the bulk data set	2026-10-07 18:28:46 UTC