Jane Stewart

L1 Capital Pty Ltd

Assets Managed

$2.547B

Holdings

Last Quarter

2026 - Q1

Filed Date

19d ago

Growth Rate

32.84%(2Q avg: 26.94%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in L1 Capital Pty Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 22 positions.

Assets under management

The assets under management (AUM) of L1 Capital Pty Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.547B in assets, with a quarterly growth rate of 32.84% and a 2-quarter average growth rate of 26.94%. The portfolio is managed by Jane Stewart, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NXE Nexgen Energy Ltd Recent Activity Increased 4.7%	16.04%	$408.345M 35.221M shares@ $11.6 avg price	Increased 4.7%
EGO Eldorado Gold Corp Recent Activity Increased 8.3%	14.08%	$358.417M 10.44M shares@ $34.34 avg price	Increased 8.3%
EQX Equinox Gold Corp Recent Activity Increased 20.67%	13.82%	$351.829M 24.331M shares@ $14.47 avg price	Increased 20.67%
TGB Taseko Mines Ltd Recent Activity Decreased -1.22%	8.9%	$226.511M 35.111M shares@ $6.46 avg price	Decreased -1.22%
CRH Crh Plc Recent Activity New Position	7.64%	$194.507M 1.85M shares@ $105.13 avg price	New Position
FLUT Flutter Entertainment Plc-di Recent Activity Increased 1174.22%	7.09%	$180.376M 1.769M shares@ $101.95 avg price	Increased 1174.22%
AMCR Amcor Plc Recent Activity New Position	6.87%	$174.909M 4.4M shares@ $39.76 avg price	New Position
CGAU Centerra Gold Inc Recent Activity New Position	4.91%	$124.952M 7.052M shares@ $17.72 avg price	New Position
NWS News Corp - Class B Recent Activity Decreased -0.9%	4.75%	$120.739M 4.235M shares@ $28.52 avg price	Decreased -0.9%
Z Zillow Group Inc - C Recent Activity Decreased -26.59%	2.07%	$52.525M 1.269M shares@ $41.39 avg price	Decreased -26.59%

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