L1 Capital’s Centerra Gold CGAU Stock Holding History

L1 Capital’s Portfolio CGAU Stock Details CGAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$259M	Buy	16,337,154 +9,285,471	+132%	+$163M	8.7%	5
2026 Q1	$125M	Buy	+7,051,683	New	+$125M	4.91%	8

Other funds holding CGAU

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

L1 Capital's CGAU Position: Q2 2026 in Review

L1 Capital increased its Centerra Gold (CGAU) stake by 132% in Q2 2026, buying an estimated $163M and bringing the position to 16,337,154 shares worth $259M. The position accounts for 8.7% of the portfolio, ranked #5.

L1 Capital first reported a position in CGAU in Q1 2026 and has held it in 2 quarters since. 219 funds tracked by Wall St. Rank hold CGAU as of Q2 2026.

L1 Capital held 16,337,154 shares of Centerra Gold worth $259M as of Q2 2026.
L1 Capital bought 9,285,471 Centerra Gold shares in Q2 2026, an estimated $163M.
Centerra Gold made up 8.7% of L1 Capital's portfolio in Q2 2026, its #5 holding.
L1 Capital first reported a position in Centerra Gold in Q1 2026 and has held it in 2 quarters since.
219 funds tracked by Wall St. Rank held Centerra Gold as of Q2 2026.

Based on L1 Capital's 13F filing for Q2 2026, filed 13 Aug 2026.