13F Portfolios

L1 Capital Pty Ltd: EQUINOX GOLD CORP (EQX): Quarterly 13F Position History

As of Q1 2026, L1 Capital Pty Ltd reported 24,331,165 shares of EQUINOX GOLD CORP (EQX), worth $351.8M and representing 13.8% of its 13F equity book. Quarter-over-quarter share count change: + 4,166,609 (+20.7%) . The position first appeared in Q4 2024 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
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, not 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 6 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 Q4 2025 and Q1 2026, L1 Capital Pty Ltd added 4,166,609 shares of EQX (+20.7%), bringing the total reported position to 24,331,165 shares at a market value of $351.8M.

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.