NexGen Energy Ltd. (NXE) Fell Due to Risk-Off Sentiment in the Commodity Market
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. | Sprott Asset Management Eric Sprott | 732,887 | $6,879,561 | +4% | 0.22% |
| 2. | Azarias Capital Management Daren Heitman | 682,943 | $6,412,835 | 2.79% | |
| 3. | Titan Global Capital Clayton Gardner And Joe Percoco | 449,013 | $4,216,175 | +1% | 0.54% |
| 4. | Acasta Partners Mike Humphries | 131,787 | $1,237,480 | +97% | 0.65% |
| 5. | 98,700 | $926,793 | +113% | 0% |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 24,670,482 | $231,655,826 | 1.09% | |
| 2. | 2,970,509 | $27,888,761 | 0.02% | |
| 3. | 2,496,914 | $23,404,286 | 0.05% | |
| 4. | 1,225,500 | $11,507,445 | 1.74% | |
| 5. | 637,668 | $5,986,776 | 0% |