13F-HR filed by L1 Capital Pty Ltd
L1 Capital Pty Ltd filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-13, with 24 holding rows worth $2,974,961,210.
- Accession
- 0001817646-26-000021
- Filer
- CIK 1817646
- Filed
- 2026-08-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 24 entries on the cover page, a total value of $2,974,961,210 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,974,961,210 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 | 14,417,557 | $448,241,847 | dollars as filed | |
| NEXGEN ENERGY LTD COM | 65340P106 | Stock | 34,992,263 | $328,727,761 | dollars as filed | |
| AMCOR PLC | g0250x149 | COM NEW | 6,710,648 | $290,906,591 | dollars as filed | |
| EQUINOX GOLD CORP | 29446Y502 | COM | 27,055,865 | $262,983,008 | dollars as filed | |
| CENTERRA GOLD INC COM | 152006102 | Stock | 16,337,154 | $258,967,151 | dollars as filed | |
| TREKOR METALS LTD COM | 89472Y107 | Stock | 34,687,011 | $238,679,985 | dollars as filed | |
| HUDBAY MINERALS INC COM | 443628102 | Stock | 9,977,133 | $235,504,782 | dollars as filed | |
| B2GOLD CORP COM | 11777Q209 | Stock | 48,837,914 | $182,653,798 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 1,264,527 | $135,304,389 | dollars as filed | |
| OCEANAGOLD CORP | 675222400 | COM NEW | 3,157,907 | $79,125,736 | dollars as filed | |
| ANTERIS TECHNOLOGIES GLOBAL | 03675P102 | COMMON STOCK | 7,789,000 | $76,721,650 | dollars as filed | |
| ALCOA CORP COM | 013872106 | Stock | 1,435,645 | $74,854,530 | dollars as filed | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 2,194,495 | $56,683,806 | dollars as filed | |
| NEWS CORP NEW | 65249B208 | CL B | 1,995,900 | $56,004,954 | dollars as filed | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 600,269 | $53,712,070 | dollars as filed | |
| AYA GOLD & SILVER INC | 05466C109 | COM | 2,074,017 | $39,264,235 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 2,634,319 | $35,194,502 | dollars as filed | |
| ISOENERGY LTD | 46500E867 | COM NEW | 2,778,857 | $27,694,557 | dollars as filed | |
| IAMGOLD CORP COM | 450913108 | Stock | 1,512,374 | $23,956,004 | dollars as filed | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 84,104 | $19,960,402 | dollars as filed | |
| ZILLOW GROUP INC CL C CAP STK | 98954M200 | Stock | 499,342 | $15,739,260 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 49,972 | $13,042,692 | dollars as filed | |
| LITHIUM ARGENTINA AG | H5012F103 | COM SHS | 1,369,956 | $11,329,536 | dollars as filed | |
| SIGMA LITHIUM CORPORATION COM | 826599102 | Stock | 767,428 | $9,707,964 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001817646-26-000021 | this filing | 2026-08-13 | acceptance time not in the bulk data set |