TGB β€” TASEKO MINES LTD

Ownership history in L1 Capital Pty Ltd  Β·  4 quarters on record

AI Ownership Summary

L1 Capital Pty Ltd reported TASEKO MINES LTD (TGB) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 10.49% in 2025 Q4. The latest visible filing shows TGB at 10.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TGB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was L1 Capital Pty Ltd's position in TASEKO MINES LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TGB was reported at 10.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.49% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How L1 Capital Pty Ltd held TGB β€” position size vs. price
% of Fund (quarterly)    TGB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 35,545,632 +11,066,233 +45.2% 10.49% $201.2M 2026-02-14 (Est.) $8.29
2025 Q3 ADDED 24,479,399 +24,369,978 +22271.8% 6.80% $107.7M 2025-11-14 $4.34
2025 Q2 REDUCED 109,421 -12,499,200 -99.1% 0.03% $346K 2025-08-14 $3.30
2025 Q1 INITIATED 12,608,621 β€” β€” 2.63% $28.2M 2025-05-15 $2.01

🏒 Other funds also holding TGB

As of 2026 Q1 β€” sorted by position size

Byrne Asset Management LLC 3Y 0.01% Hilltop National Bank 0.0%

FAQ About L1 Capital Pty Ltd and TGB

These are the practical questions this page is built to answer before you even open the full history table.

How long has L1 Capital Pty Ltd reported owning TGB?

L1 Capital Pty Ltd reported TGB across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported TGB position in L1 Capital Pty Ltd's portfolio?

The largest reported portfolio weight for TGB was 10.49% in 2025 Q4.

What is the latest reported TGB position on this page?

The most recent filing on this page is 2025 Q4, when L1 Capital Pty Ltd reported 35,545,632 shares, equal to 10.49% of portfolio, with an estimated market value of $201.2M.

What does the chart on this TGB ownership page compare?

The chart compares L1 Capital Pty Ltd's quarterly TGB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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