L1 Capital Pty Ltd

13F Filings History

Latest 13F report
Q2 2025 - Sep 11, 2025
Value $
$1.65B
Signature - Title
Joel Arber - Chief Operating Officer
Location
Melbourne Vic 3000, Australia
Summary
This page shows a list of all the recent 13F filings made by L1 Capital Pty Ltd. Form 13F is required to be filed within 45 days of the end of a calendar quarter. L1 Capital Pty Ltd reported 30 stock holdings with total value $1.65B as of Q2 2025. Top holdings included NXE, HBM, EGO, AA, and EQX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 30 $1.65B +$535M -$213M +$323M NXE, HBM, EGO, AA, EQX Restatement 9/11/2025, 11:38 AM
Q1 2025 14 $1.07B +$284M -$47.2M +$237M EGO, NXE, CVE, FLUT, HBM 13F-HR 5/15/2025, 04:58 PM
Q4 2024 14 $570M $0 $0 EGO, RYAAY, CVE, CRH, GPK 13F-HR 2/14/2025, 04:09 PM
Q3 2024 11 $583M $0 $0 CRH, CVE, RYAAY, EGO, FLUT 13F-HR 11/14/2024, 04:52 PM
Q2 2024 8 $380M $0 $0 CVE, CRH, DELL 13F-HR 8/14/2024, 04:12 PM
Q1 2024 7 $729M +$266M -$313M -$47.9M CVE, TECK, CRH, TSM, AA 13F-HR 5/15/2024, 04:09 PM
Q4 2023 9 $701M +$83.1M -$298M -$215M CRH, CVE, TECK, HCC, GPK 13F-HR 2/14/2024, 04:16 PM
Q3 2023 13 $889M +$253M -$54.8M +$198M CVE, CRH, TECK, BABA, KWEB 13F-HR 11/14/2023, 04:11 PM
Q2 2023 14 $637M +$213M -$149M +$63.5M TECK, CVE, BABA, KWEB, HCC 13F-HR 8/14/2023, 05:08 PM
Q1 2023 9 $576M +$299M -$63.7M +$235M TECK, CVE, HCC, GPK, SCO 13F-HR 5/15/2023, 04:24 PM
Q4 2022 10 $529M +$256M -$98.8M +$157M UCO, BABA, BP, TECK, KWEB 13F-HR 2/14/2023, 03:13 PM
Q3 2022 8 $365M CVE, TECK, BABA, GPK, HCC 13F-HR 11/14/2022, 03:22 PM
Q2 2022 7 $283M CVE, TECK, AA, GPK, FERG 13F-HR 8/15/2022, 05:02 PM
Q1 2022 9 $496M +$154M -$21.9M +$132M HBM, TRQ, NXE, GPK, FXLV 13F-HR 5/16/2022, 04:17 PM
Q4 2021 10 $482M +$101M -$18.7M +$82.8M BABA, GDS, FXLV, GPK, AA 13F-HR 2/14/2022, 03:10 PM
Q3 2021 15 $804M +$408M -$104M +$304M CVE, FXLV, TECK, BABA, HBM 13F-HR 11/15/2021, 04:22 PM
Q2 2021 10 $484M +$148M -$119M +$29.1M CVE, TECK, HBM, CNQ, NXE 13F-HR 8/16/2021, 04:24 PM
Q1 2021 11 $398M +$33.5M -$218M -$185M TECK, CVE, WFC, CNQ, PANW 13F-HR 5/7/2021, 07:16 AM
Q4 2020 15 $536M +$236M -$13.6M +$223M TECK, LYFT, CVE, WFC, BBBYQ 13F-HR 2/16/2021, 01:06 PM
Q3 2020 11 $196M +$80.8M -$6.53M +$74.3M BBBYQ, ESRT, HCC, ARWR, MDGL 13F-HR 11/13/2020, 03:02 PM
Q2 2020 14 $293M TECK, HCC, ESRT, CHTR, CVE 13F-HR 8/14/2020, 11:06 AM