Fund HoldingsL1 Capital Pty Ltd

Total Portfolio Value
$1.16B
Total Bought
$330.60M
Total Sold
$227.09M
Net Transaction
+$103.51M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
RYANAIR HOLDINGS PLC(RYAAY)02,532,827+2,532,8270114,4339.84%+114,433
ELDORADO GOLD CORP NEW(EGO)06,002,312+6,002,3120104,2608.97%+104,260
HUDBAY MINERALS INC(HBM)10,759,52813,637,662+2,878,134133,203169,65314.59%+36,450
NATWEST GROUP PLC(NWG)22,986,12827,270,774+4,284,64671,67193,7848.07%+22,113
ARCELORMITTAL SA LUXEMBOURG(MT)0777,421+777,421018,3001.57%+18,300
SOLARIS RES INC(SLSR)04,905,517+4,905,517017,1691.48%+17,169
FLUTTER ENTMT PLC(FLUT)652,427531,748-120,67994,37493,4558.04%-919
CRH PLC
ORD
1,766,6261,388,064-378,562132,462128,72911.07%-3,733
NEXGEN ENERGY LTD(NXE)30,313,83030,727,281+413,451288,891271,01523.31%-17,876
VEREN INC6,242,8763,325,690-2,917,18667,36127,7032.38%-39,658
DELL TECHNOLOGIES INC(DELL)423,0960-423,09658,3490-58,349
ELDORADO GOLD CORP NEW(EGO)(Call)4,042,1960-4,042,19659,7840-59,784
CENOVUS ENERGY INC(CVE)9,598,7757,415,698-2,183,077188,712124,06510.67%-64,647
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