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
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

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
I
INVST Indianapolis, Indiana $886M AUM 21.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

L1 Capital's ISOU Position: Q1 2026 in Review

L1 Capital increased its IsoEnergy Ltd (ISOU) stake by 233% in Q1 2026, buying an estimated $19M and bringing the position to 2,485,077 shares worth $26.3M. The position accounts for 1.03% of the portfolio, ranked #18.

L1 Capital first reported a position in ISOU in Q4 2025 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold ISOU as of Q1 2026.

  • L1 Capital held 2,485,077 shares of IsoEnergy Ltd worth $26.3M as of Q1 2026.
  • L1 Capital bought 1,738,489 IsoEnergy Ltd shares in Q1 2026, an estimated $19M.
  • IsoEnergy Ltd made up 1.03% of L1 Capital's portfolio in Q1 2026, its #18 holding.
  • L1 Capital first reported a position in IsoEnergy Ltd in Q4 2025 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held IsoEnergy Ltd as of Q1 2026.

Based on L1 Capital's 13F filing for Q1 2026, filed 15 May 2026.