L1 Capital Pty LTD Portfolio Holdings by Sector

L1 Capital Pty LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Gold \| Basic Materials EGO EQX 2 stocks	$222,214 27.02% of portfolio	2	-	-	-	0 Calls 0 Puts
Copper \| Basic Materials HBM TGB 2 stocks	$137,716 16.75% of portfolio	2	-	1	-	0 Calls 0 Puts
Uranium \| Energy NXE 1 stocks	$137,593 16.73% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVE 1 stocks	$114,261 13.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Airlines \| Industrials RYAAY 1 stocks	$96,129 11.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Aluminum \| Basic Materials AA 1 stocks	$52,674 6.4% of portfolio	1	-	1	-	0 Calls 0 Puts
Coking Coal \| Basic Materials HCC 1 stocks	$34,277 4.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical GPK 1 stocks	$27,531 3.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$0 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts

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