13F-HR filed by L1 Capital Pty Ltd
L1 Capital Pty Ltd filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 19 holding rows worth $1,583,977,042.
- Accession
- 0001817646-25-000004
- Filer
- CIK 1817646
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 19 entries on the cover page, a total value of $1,583,977,042 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,583,977,042 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 | Type |
|---|---|---|---|---|---|---|
| NEXGEN ENERGY LTD COM | 65340P106 | Stock | 30,838,591 | $260,586,094 | dollars as filed | |
| ALCOA CORP COM | 013872106 | Stock | 5,887,699 | $219,728,927 | dollars as filed | |
| EQUINOX GOLD CORP | 29446Y502 | COM | 17,396,415 | $203,712,020 | dollars as filed | |
| ELDORADO GOLD CORP NEW COM | 284902509 | Stock | 7,128,239 | $190,894,240 | dollars as filed | |
| HUDBAY MINERALS INC COM | 443628102 | Stock | 8,379,964 | $134,079,424 | dollars as filed | |
| CENOVUS ENERGY INC | 15135U109 | COM | 6,517,479 | $113,664,834 | dollars as filed | |
| TASEKO MINES LTD COM | 876511106 | Stock | 24,479,399 | $107,709,356 | dollars as filed | |
| NEWS CORP NEW | 65249B208 | CL B | 3,387,548 | $102,608,829 | dollars as filed | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 289,544 | $63,659,144 | dollars as filed | |
| DENISON MINES CORP | 248356107 | COM | 14,007,218 | $44,402,881 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 356,888 | $40,328,344 | dollars as filed | |
| WARRIOR MET COAL INC | 93627C101 | COM | 458,915 | $37,259,309 | dollars as filed | |
| SOLARIS RES INC | 83419D201 | COM NEW | 4,929,623 | $32,634,104 | dollars as filed | |
| ANTERIS TECHNOLOGIES GLOBAL | 03675P102 | COMMON STOCK | 6,838,136 | $27,215,781 | dollars as filed | |
| NUCOR CORP COM | 670346105 | Stock | 11,386 | $1,643,114 | dollars as filed | |
| IAMGOLD CORP COM | 450913108 | Stock | 117,958 | $1,495,707 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 25,475 | $1,014,160 | dollars as filed | |
| AERCAP HOLDINGS NV SHS | N00985106 | Stock | 6,272 | $833,862 | dollars as filed | |
| ZILLOW GROUP INC CL C CAP STK | 98954M200 | Stock | 6,944 | $506,912 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001817646-25-000004 | this filing | 2025-11-14 | acceptance time not in the bulk data set |