L1 Capital Pty Ltd
L1 Capital Pty Ltd reported 24 positions worth $2.97B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: EGO (15.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | EGO | SH | $448.2M | 15.07% | 14,417,557 | — | — | |
| ▸ 2 | NXE | SH | $328.7M | 11.05% | 34,992,263 | — | — | |
| ▸ 3 | AMCR | SH | $290.9M | 9.78% | 6,710,648 | — | — | |
| ▸ 4 | EQX | SH | $263.0M | 8.84% | 27,055,865 | — | — | |
| ▸ 5 | CGAU | SH | $259.0M | 8.71% | 16,337,154 | — | — | |
| ▸ 6 | TGB | SH | $238.7M | 8.02% | 34,687,011 | — | — | |
| ▸ 7 | HBM | SH | $235.5M | 7.92% | 9,977,133 | — | — | |
| ▸ 8 | BTG | SH | $182.7M | 6.14% | 48,837,914 | — | — | |
| ▸ 9 | CRH | SH | $135.3M | 4.55% | 1,264,527 | — | — | |
| ▸ 10 | OGC | SH | $79.1M | 2.66% | 3,157,907 | — | — |
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Frequently Asked Questions
What stocks does L1 Capital Pty Ltd hold as of Q2 2026?
L1 Capital Pty Ltd reported 24 positions worth $2.97B in its Q2 2026 13F filing. Largest positions: EGO (15.1%), NXE (11.1%), AMCR (9.8%), EQX (8.8%) and CGAU (8.7%).
What did L1 Capital Pty Ltd buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did L1 Capital Pty Ltd sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.