13FBOX
L1 Capital Pty Ltd · 13F Holdings
Options Calculator Rankings

L1 Capital Pty Ltd

No.1373 Data as of 2026Q2
Latest AUM (Q2 2026)
$2.97B
QoQ Change Q1 2026
+$428.4M+16.8%
Holdings
24
New Buys
10
Adds
9
Reduces
4
Exits
8
Unchanged
1
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
EELDORADO GOLD CORP NEWEGO
15.07%14.07%$448.2M14.4M$358.4M10.4M+4.0M+38.09%Add
NEXGEN ENERGY LTDNXE
11.05%16.04%$328.7M35.0M$408.3M35.2M-228,546-0.65%Reduce
AAMCOR PLCAMCR
9.78%6.87%$290.9M6.7M$174.9M4.4M+2.3M+52.51%Add
EEQUINOX GOLD CORPEQX
8.84%13.82%$263.0M27.1M$351.8M24.3M+2.7M+11.20%Add
CCENTERRA GOLD INCCGAU
8.7%4.91%$259.0M16.3M$125.0M7.1M+9.3M+131.68%Add
TTREKOR METALS LTDTGB
8.02%$238.7M34.7M$00+34.7MNew Buy
HHUDBAY MINERALS INCHBM
7.92%$235.5M10.0M$00+10.0MNew Buy
BB2GOLD CORPBTG
6.14%$182.7M48.8M$00+48.8MNew Buy
CCRH PLCCRH
4.55%7.64%$135.3M1.3M$194.5M1.9M-585,804-31.66%Reduce
OOCEANAGOLD CORP COM NEWOGC
2.66%$79.1M3.2M$00+3.2MNew Buy
AANTERIS TECHNOLOGIES GLOBAL COMAVR
2.58%1.7%$76.7M7.8M$43.2M7.8M00.00%Unchanged
ALCOA CORPAA
2.52%$74.9M1.4M$00+1.4MNew Buy
HHDFC BANK LTDHDB
1.91%1.24%$56.7M2.2M$31.6M1.3M+925,605+72.95%Add
NEWS CORP NEWNWSA
1.88%4.74%$56.0M2.0M$120.7M4.2M-2.2M-52.87%Reduce
LENNAR CORPLEN
1.81%0.95%$53.7M600,269$24.1M292,503+307,766+105.22%Add
AAYA GOLD & SILVER INCAYA
1.32%$39.3M2.1M$00+2.1MNew Buy
NU HLDGS LTDNU
1.18%1.2%$35.2M2.6M$30.6M2.1M+504,153+23.67%Add
ISOENERGY LTDISOU
0.93%1.03%$27.7M2.8M$26.3M2.5M+293,780+11.82%Add
IIAMGOLD CORPIAG
0.81%1.12%$24.0M1.5M$28.4M1.5M+2,632+0.17%Add
FERGUSON ENTERPRISES INCFERG
0.67%$20.0M84,104$00+84,104New Buy
ZILLOW GROUP INC CL AZ
0.53%2.06%$15.7M499,342$52.5M1.3M-769,986-60.66%Reduce
INTUITINTU
0.44%$13.0M49,972$00+49,972New Buy
LLITHIUM ARGENTINA AGLAR
0.38%$11.3M1.4M$00+1.4MNew Buy
SSIGMA LITHIUM CORPORATION COMSGML
0.33%$9.7M767,428$00+767,428New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow