13F-HR filed by L1 Capital Pty Ltd
L1 Capital Pty Ltd filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-13, with 20 holding rows worth $1,917,106,811.
- Accession
- 0001817646-26-000003
- Filer
- CIK 1817646
- Filed
- 2026-02-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 20 entries on the cover page, a total value of $1,917,106,811 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,917,106,812 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 |
|---|---|---|---|---|---|---|
| ELDORADO GOLD CORP NEW COM | 284902509 | Stock | 9,640,407 | $346,283,419 | dollars as filed | |
| NEXGEN ENERGY LTD COM | 65340P106 | Stock | 33,642,681 | $309,144,582 | dollars as filed | |
| EQUINOX GOLD CORP | 29446Y502 | COM | 20,164,556 | $283,110,366 | dollars as filed | |
| TASEKO MINES LTD COM | 876511106 | Stock | 35,545,632 | $201,189,949 | dollars as filed | |
| NEWS CORP NEW | 65249B208 | CL B | 4,273,704 | $126,629,850 | dollars as filed | |
| ZILLOW GROUP INC CL C CAP STK | 98954M200 | Stock | 1,729,313 | $117,973,733 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 679,203 | $110,003,718 | dollars as filed | |
| CENOVUS ENERGY INC | 15135U109 | COM | 5,655,769 | $95,695,611 | dollars as filed | |
| ALCOA CORP COM | 013872106 | Stock | 1,545,476 | $82,126,595 | dollars as filed | |
| ALLIED GOLD CORP | 01921D204 | COM NEW | 1,476,184 | $33,825,974 | dollars as filed | |
| NUCOR CORP COM | 670346105 | Stock | 203,632 | $33,214,416 | dollars as filed | |
| FLUTTER ENTMT PLC SHS | G3643J108 | Stock | 138,851 | $29,858,519 | dollars as filed | |
| SOLARIS RES INC | 83419D201 | COM NEW | 3,229,384 | $25,882,221 | dollars as filed | |
| EAGLE MATLS INC COM | 26969P108 | Stock | 120,143 | $24,831,155 | dollars as filed | |
| JD.COM INC SPON ADS CL A | 47215P106 | ADR | 730,264 | $20,958,577 | dollars as filed | |
| IAMGOLD CORP COM | 450913108 | Stock | 1,252,077 | $20,646,750 | dollars as filed | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 503,481 | $18,397,196 | dollars as filed | |
| AMRIZE LTD SHS | H2927K103 | Stock | 305,255 | $16,508,190 | dollars as filed | |
| ANTERIS TECHNOLOGIES GLOBAL | 03675P102 | COMMON STOCK | 2,812,000 | $14,031,880 | dollars as filed | |
| ISOENERGY LTD | 46500E867 | COM NEW | 746,588 | $6,794,111 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001817646-26-000003 | this filing | 2026-02-13 | acceptance time not in the bulk data set |