L1 Capital Pty Ltd — 13F holdings

L1 Capital Pty Ltd reported 24 holdings worth $2.97B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. EGO ELDORADO GOLD CORP NEW — $448M (15.1%)
2. NXE NEXGEN ENERGY LTD — $329M (11.0%)
3. AMCR Amcor PLC — $291M (9.8%)
4. EQX EQUINOX GOLD CORP — $263M (8.8%)
5. CGAU CENTERRA GOLD INC — $259M (8.7%)
6. TGB TREKOR METALS LTD — $239M (8.0%)
7. HBM HUDBAY MINERALS INC — $236M (7.9%)
8. BTG B2GOLD CORP — $183M (6.1%)
9. CRH CRH PLC — $135M (4.5%)
10. OGC OCEANAGOLD CORP — $79.1M (2.7%)