Filer Snapshot

L1 Capital Pty Ltd

CIK 0001817646. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

42

Latest filing

15 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

NXE

$408.34M reported value

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13D/G large stake

NXE

31 Mar 2026 · 5.8% ownership

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Source: SEC Form 13F

13F-HR filed on 15 May 2026 for CIK 0001817646.

View Source Filing
Identity
Business address
Level 45, 101 Collins Street, Melbourne Vic 3000, Australia, 00000
SEC ownership signals
Parsed ownership coverage

13F reported value

$2.55B

Latest parsed Form 13F reported market value.

Form 3/4/5 holdings value

$238.64M

Estimated from parsed insider ownership filings when values are available.

Largest 13F symbols

NXE, EGO, EQX, TGB

Largest symbols in the latest parsed Form 13F holdings.

Top disclosed positions
TGB AVR
Largest 13F holdings
NXE EGO EQX TGB CRH FLUT AMCR CGAU
+12 moreNWS Z AVR SCO EXP TECK HDB NU IAG ISOU BLDR CCL
Schedule 13G stakes
NXE EGO TGB AVR
SEC record
State of incorporation
Australia
Fiscal year end
31 December

Filer intelligence

What SEC filings say about L1 Capital Pty Ltd

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $2.55B across 22 reported holdings for Q1 2026.
  • Largest parsed 13F holding: NXE at $408.34M.
  • 5 recent 13D/G stake rows found; top row is NXE at 5.8% ownership.
  • Forms 3/4/5 show insider context for TGB worth $156.04M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 22 rows

Quarterly institutional portfolio holdings.

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13D/G stakes 5 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 2 rows

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 15 May 2026

Top 5 concentration

60%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$1.54B

Compared with $2.55B total 13F value.

Top 5 net change

+$297.71M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: CRH · Largest trim: ICE

NXE EGO EQX TGB CRH Other holdings

NXE

16%

Nexgen Energy Ltd

$408.34M

EGO

14.1%

Eldorado Gold Corp New

$358.42M

EQX

13.8%

Equinox Gold Corp

$351.83M

TGB

8.9%

Taseko Mines Ltd

$226.51M

CRH

7.6%

Crh Plc

$194.51M

13D/G large-stake context

NXE

31 Mar 2026 · Common Stock

5.8%
Issuer page 13D/G history

EGO

31 Mar 2026 · Common Stock

5.3%
Issuer page 13D/G history

AVR

22 Jan 2026 · Common Stock, par value $0.0001 per share

14%
Issuer page 13D/G history

TGB

05 Dec 2025 · Common Shares

9.1%
Issuer page 13D/G history

Forms 3/4/5 insider context

TGB

31 Oct 2025 · 10% owner

$156.04M
Issuer page Owner page

AVR

28 Oct 2025 · 10% owner

$82.59M
Issuer page Owner page

Latest update

What changed recently for L1 Capital Pty Ltd

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

15 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 15 May 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

L1 Capital Pty Ltd has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001817646 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
42
First seen
14 Aug 2020
Latest filing
15 May 2026
Entity
Company

Observed form types

13F-HR SCHEDULE 13G 4 SCHEDULE 13G/A 3 13F-HR/A N-PX SC 13G/A SC 13G

Primary evidence

Open SEC filing index L1 Capital Pty Ltd SEC filings L1 Capital Pty Ltd 13F portfolio L1 Capital Pty Ltd 13D/G history L1 Capital Pty Ltd owner filings

Latest Filings

Showing the latest 12 of 42 SEC filings for L1 Capital Pty Ltd.

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13F-HR File 028-20329

13F-HR filing

Filing date
15 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
14 May 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
14 May 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-20329

13F-HR filing

Filing date
13 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-42437

4 filing

Filing date
09 Feb 2026
Reporting date
28 Oct 2025
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
05 Feb 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
11 Dec 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-20329

13F-HR filing

Filing date
14 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 001-31965

3 filing

Filing date
13 Nov 2025
Reporting date
31 Oct 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
13 Nov 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
12 Nov 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-20329

13F-HR/A filing

Filing date
11 Sep 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
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