Topic
Latest reporting and analysis tagged with L1 Capital.
L1 Capital International Fund released its Q4 2025 investor letter, reporting a 2.2% quarterly return and 9.8% annual return. The fund highlighted its position in AerCap Holdings, which closed at $141.84 per share on January 14, 2026.
L1 Capital's Q4 2025 investor letter details fund returns and discusses Intercontinental Exchange stock, noting AI concerns affecting its price.
L1 Capital released its 2025 fourth-quarter investor letter, reporting a 9.8% annual return and detailing its investment in HCA Healthcare, which saw a 55% share price gain in 2025.
L1 Capital's International Fund released its Q4 2025 investor letter, detailing performance and its view on Uber Technologies as a strategic holding amid autonomous vehicle developments.
L1 Capital International Fund released its Q4 2025 investor letter, reporting a 2.2% quarterly return and detailing its new position in Salesforce, citing AI concerns and growth moderation as factors in the stock's decline.
L1 Capital International Fund released its Q4 2025 investor letter, reporting a 2.2% quarterly return and 9.8% annual return. The letter highlighted Jacobs Solutions Inc., noting the firm increased its position after viewing share price weakness as unjustified.
L1 Capital's International Fund released its Q4 2025 investor letter, reporting a 9.8% annual return and highlighting Taiwan Semiconductor Manufacturing Company as a top holding.