LC
ISOU

L1 Capital’s IsoEnergy Ltd ISOU Stock Holding History

L1 Capital’s Portfolio ISOU Stock Details ISOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.7M Buy
2,778,857
+293,780
+12% +$3.3M 0.93% 18
2026
Q1 		$26.3M Buy
2,485,077
+1,738,489
+233% +$19M 1.03% 18
2025
Q4 		$6.79M Buy
+746,588
New +$6.74M 0.35% 20

Other funds holding ISOU

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FI
Firetrail Investments Sydney, NSW, Australia $355M AUM 43.34% 1-Year Est. Return
I
INVST Indianapolis, Indiana $1.03B AUM 29.49% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

L1 Capital's ISOU Position: Q2 2026 in Review

L1 Capital increased its IsoEnergy Ltd (ISOU) stake by 12% in Q2 2026, buying an estimated $3.3M and bringing the position to 2,778,857 shares worth $27.7M. The position accounts for 0.93% of the portfolio, ranked #18.

L1 Capital first reported a position in ISOU in Q4 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold ISOU as of Q2 2026.

  • L1 Capital held 2,778,857 shares of IsoEnergy Ltd worth $27.7M as of Q2 2026.
  • L1 Capital bought 293,780 IsoEnergy Ltd shares in Q2 2026, an estimated $3.3M.
  • IsoEnergy Ltd made up 0.93% of L1 Capital's portfolio in Q2 2026, its #18 holding.
  • L1 Capital first reported a position in IsoEnergy Ltd in Q4 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held IsoEnergy Ltd as of Q2 2026.

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