StockDriftsStockDriftsTop 22 L1 Capital Pty Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NXE | NEXGEN ENERGY LTD | 16.04% | 35.22M | $408.3M | +4.69%(+1.58M) | $5.86(+91.84%) | 2026-03-31 | |
| EGO | ELDORADO GOLD CORP NEW | 14.07% | 10.44M | $358.4M | +8.30%(+799.93K) | $21.44(+47.66%) | 2026-03-31 | |
| EQX | EQUINOX GOLD CORP | 13.82% | 24.33M | $351.8M | +20.66%(+4.17M) | $8.21(+61.12%) | 2026-03-31 | |
| TGB | TASEKO MINES LTD | 8.89% | 35.11M | $226.5M | -1.22%(-435.04K) | $3.29(+107.63%) | 2026-03-31 | |
| CRH | CRH PLC | 7.64% | 1.85M | $194.5M | new | $106.27(-2.88%) | 2026-03-31 | |
| FLUT | FLUTTER ENTMT PLC | 7.08% | 1.77M | $180.4M | +1174.21%(+1.63M) | $162.39(-43.11%) | 2026-03-31 | |
| AMCR | AMCOR PLC | 6.87% | 4.40M | $174.9M | new | $40.73(-9.91%) | 2026-03-31 | |
| CGAU | CENTERRA GOLD INC | 4.91% | 7.05M | $125.0M | new | $16.08(+6.41%) | 2026-03-31 | |
| NWS | NEWS CORP NEW | 4.74% | 4.23M | $120.7M | -0.91%(-38.74K) | $33.94(-12.39%) | 2026-03-31 | |
| Z | ZILLOW GROUP INC | 2.06% | 1.27M | $52.5M | -26.60%(-459.99K) | $72.62(-48.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +36.74% | +155.70% |
| Top 20 Holdings Unweighted | +35.03% | +146.19% |
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