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. | Acasta Partners Mike Humphries | 131,787 | $1,237,480 | +97% | 0.65% |
| 4. | Ardsley Partners Philip Hempleman | 0 | $0 | 0% |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 24,670,482 | $231,655,826 | 1.09% | |
| 2. | 1,225,500 | $11,507,445 | 1.74% | |
| 3. | 636,143 | $5,973,383 | 0.11% | |
| 4. | 307,100 | $2,883,669 | 0.53% | |
| 5. | 248,803 | $2,336,261 | 1.58% |