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HMC Capital Partners Fund I's investment thesis on Lendlease ($LLC.AX) — Q1 2026 | Buyside Digest

$LLC.AXNASDAQLendlease

BULL

HMC Capital Partners Fund I—LLC.AX

Fund Letter

Q1 2026

Published April 15, 2026

$3.02USD

+4.5% vs last month

$3.27Pitched

-7.6% since pitch

Market Cap$2.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Lendlease was the key drag on Fund performance during the quarter, falling ~36.7%.

— Victoria Hardie, Joshua Gal

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