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 IAG 3 stocks	$402,646 27.17% of portfolio	1	2	-	-	0 Calls 0 Puts
Uranium \| Energy NXE DNN 2 stocks	$314,524 21.22% of portfolio	1	1	-	-	0 Calls 0 Puts
Copper \| Basic Materials HBM TGB FCX 3 stocks	$231,586 15.63% of portfolio	2	1	1	-	0 Calls 0 Puts
Aluminum \| Basic Materials AA 1 stocks	$193,646 13.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NWS 1 stocks	$117,039 7.9% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVE 1 stocks	$110,731 7.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CHTR 1 stocks	$79,656 5.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Coking Coal \| Basic Materials HCC 1 stocks	$29,205 1.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Steel \| Basic Materials NUE 1 stocks	$1,542 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts

Rental & Leasing Services \| Industrials AER 1 stocks	$758 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services Z 1 stocks	$535 0.04% 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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