Fund HoldingsL1 Capital Pty Ltd

Total Portfolio Value
$1.17B
Total Bought
$228.64M
Total Sold
$231.26M
Net Transaction
-$2.61M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
GRAPHIC PACKAGING HLDG CO(GPK)02,696,025+2,696,025073,2246.26%+73,224
BARCLAYS PLC022,621,299+22,621,299060,6595.19%+60,659
LLOYDS BANKING GROUP PLC(LYG)093,653,671+93,653,671051,3034.39%+51,303
EQUINOX GOLD CORP(EQX)05,137,709+5,137,709025,7912.21%+25,791
ANTERIS TECHNOLOGIES GLOBAL02,788,683+2,788,683015,5611.33%+15,561
SOLARIS RES INC(SLSR)4,905,5174,887,811-17,70617,16921,8001.86%+4,630
ELDORADO GOLD CORP NEW(EGO)6,002,3127,152,907+1,150,595104,260106,3649.10%+2,104
NATWEST GROUP PLC(NWG)27,270,77422,133,598-5,137,17693,78488,9997.61%-4,785
RYANAIR HOLDINGS PLC(RYAAY)2,532,8272,381,630-151,197114,433103,8158.88%-10,618
NEXGEN ENERGY LTD(NXE)30,727,28127,418,450-3,308,831271,015259,92722.23%-11,088
ARCELORMITTAL SA LUXEMBOURG(MT)777,4210-777,42118,3000-18,300
CENOVUS ENERGY INC(CVE)7,415,6986,669,518-746,180124,065101,0438.64%-23,021
VEREN INC3,325,6900-3,325,69027,7030-27,703
FLUTTER ENTMT PLC(FLUT)531,748307,132-224,61693,45563,6385.44%-29,817
CRH PLC
ORD
1,388,064868,375-519,689128,72980,3426.87%-48,387
HUDBAY MINERALS INC(HBM)13,637,66210,012,606-3,625,056169,653116,7479.99%-52,906
Page 1 of 1