L1 Capital Pty Ltd: EQUINOX GOLD CORP (EQX): Quarterly 13F Position History
As of Q2 2026, L1 Capital Pty Ltd reported 27,055,865 shares of EQUINOX GOLD CORP (EQX), worth $263.0M and representing 8.8% of its 13F equity book. Quarter-over-quarter share count change: + 2,724,700 (+11.2%) . The position first appeared in Q4 2024 and has been disclosed across 7 13F-HR filings in Pactolio's tracked window.
- 27,055,865Shares Held (Latest Filing)
- $263.0MReported Market Value (Latest Filing)
- 8.8%Portfolio Weight (% of 13F Equity Book)
- +2,724,700Quarter-over-Quarter Share Change
- -$88.8MQuarter-over-Quarter Value Change
- 27,055,865Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 7 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 27,055,865 | +2,724,700 | +11.2% | $263.0M | 8.8% | $9.7 |
| Q1 2026 | 24,331,165 | +4,166,609 | +20.7% | $351.8M | 13.8% | $14.5 |
| Q4 2025 | 20,164,556 | +2,768,141 | +15.9% | $283.1M | 14.8% | $14.0 |
| Q3 2025 | 17,396,415 | 6,512,450 | -27.2% | $203.7M | 12.9% | $11.7 |
| Q2 2025 | 23,908,865 | +13,060,846 | +120.4% | $137.5M | 10.1% | $5.8 |
| Q1 2025 | 10,848,019 | +5,710,310 | +111.1% | $74.6M | 7.0% | $6.9 |
| Q4 2024 | 5,137,709 | – | – | $25.8M | 2.2% | $5.0 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did L1 Capital Pty Ltd first disclose a EQX position in 13F-HR filings?
L1 Capital Pty Ltd first reported EQUINOX GOLD CORP (EQX) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 7 reported quarters within Pactolio's tracked window.
What was L1 Capital Pty Ltd's most recent quarter-over-quarter share-count change in EQX?
Between Q1 2026 and Q2 2026, L1 Capital Pty Ltd added 2,724,700 shares of EQX (+11.2%), bringing the total reported position to 27,055,865 shares at a market value of $263.0M.
Does the implied price-per-share represent L1 Capital Pty Ltd's cost basis in EQX?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.