L1 Capital Pty Ltd
FundAustralian concentrated value manager
Eldorado Gold is 42% of L1 Capital Pty Ltd's $863.6M tracked book
4 tracked · Filing-sourced (SEC) · Latest filing May 15, 2026 · $863.6M · 13F, Form 4, 13D/G
L1 Capital is a Melbourne-based investment manager founded by Mark Landau and Rafi Lamm. The firm manages approximately A billion across long-only and long/short strategies, with a concentrated, high-conviction approach. Their US-reported 13F portfolio (~.55B) carries significant precious metals exposure alongside materials, energy, and growth positions.
Portfolio allocation
Holdings (4)
Showing 4 of 22 reported positions · ordered by reported value
EGO 41.5%
Largest by weight
$863.6M
Tracked value
10,440,333 shares · $358.4M
24,331,165 shares · $351.8M
7,051,683 shares · $125.0M
1,509,742 shares · $28.4M
Shows tracked precious metals holdings only, not full book. Full 13F filed by L1 Capital Pty Ltd.
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Portfolio Intelligence
Portfolio Intelligence
Aggregated from this investor's disclosed positions. Methodology
Portfolio Gold Beta
Equal-weight average of cached stock-level gold beta values across disclosed holdings with available regression data.
Beta
n/a
R-squared
n/a
Coverage
Limited coverage: 0%
0 of 0 holdings, equal weight
Consensus Holdings
Holdings also disclosed by other tracked investors.
No overlapping disclosed holdings in the cache.
Similar Portfolios
No shared holdings found in the cache.
Filing Timeline
No recent activity rows in the cache.
Additional disclosed positions from interviews and public statements may appear above the 13F-sourced list.
Precious-metals holdings from the most recent SEC 13F filed by L1 Capital Pty Ltd. That filing also includes non-precious-metals securities; this page shows only names in the GoldSignal universe.