Copper Price Rally Powers Hudbay Minerals (HBM) in Q2
L1 Capital, an investment management firm, released its “L1 Long Short Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Levin Easterly Partners John Murphy | 282,329 | $6,665,788 | +3% | 0.34% |
| 2. | Sprott Asset Management Eric Sprott | 157,092 | $3,706,502 | +12% | 0.12% |
| 3. | Heathbridge Capital Management Robert Richards | 139,250 | $3,282,055 | -24% | 1.12% |
| 4. | Navellier & Associates Louis Navellier | 128,167 | $3,026,023 | +7% | 0.24% |
| 5. | Acasta Partners Mike Humphries | 112,352 | $2,651,007 | +10% | 1.4% |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,855,472 | $209,417,086 | 0.46% | |
| 2. | 2,936,272 | $69,325,381 | 0.61% | |
| 3. | 2,851,946 | $67,277,281 | 0.6% | |
| 4. | 1,872,488 | $62,709,623 | 1.7% | |
| 5. | 2,645,075 | $62,437,753 | 0.05% |