L1 Capital Pty Ltd
FundAustralian concentrated value manager
Eldorado Gold is 24% of L1 Capital Pty Ltd's $1.9B tracked book
10 tracked · Filing-sourced (SEC) · Latest filing Aug 13, 2026 · $1.9B · 13F, Form 4, 13D/G
L1 Capital is an Australian investment manager. This page is GoldSignal-universe names from its last 13F. The filing also includes names outside this universe.
Portfolio allocation
Holdings (10)
Metals/resource sleeve · official % of the 13F table · not issuer ownership
EGO 23.7%
Largest by weight
$1.9B
Tracked value
14,417,557 shares · $448.2M
34,992,263 shares · $328.7M
27,055,865 shares · $263.0M
16,337,154 shares · $259.0M
34,687,011 shares · $238.7M
48,837,914 shares · $182.7M
3,157,907 shares · $79.1M
2,074,017 shares · $39.3M
2,778,857 shares · $27.7M
1,512,374 shares · $24.0M
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.