Fund HoldingsLM Asset (IM) Inc.

Total Portfolio Value
$107.55M
Total Bought
$13.86M
Total Sold
$10.36M
Net Transaction
+$3.51M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
LUMEN TECHNOLOGIES INC(LUMN)9,803,90010,367,000+563,10038,43145,40742.22%+6,976
SCORPIO TANKERS INC(STNG)80,000170,000+90,0003,0066,6526.19%+3,646
TELESAT CORP(TSAT)531,450466,450-65,0009,90811,32010.53%+1,413
ALGOMA STL GROUP INC910,000890,000-20,0004,9326,1325.70%+1,200
HYCROFT MINING HOLDING CORP(HYMC)0380,000+380,00001,1891.11%+1,189
GRAN TIERRA ENERGY INC1,716,6001,945,800+229,2008,4639,2818.63%+819
ARIS MNG CORP(ARIS)520,000470,000-50,0002,4053,1592.94%+754
VERMILION ENERGY INC(VET)2,440,0002,790,000+350,00019,73920,32718.90%+588
SPROTT PHYSICAL SILVER TR(PSLV)300,000330,000+30,0003,4804,0393.76%+559
AMBAC FINL GROUP INC06,000+6,0000430.04%+43
LUMEN TECHNOLOGIES INC(LUMN)(Call)10,00012,200+2,200115157+42
ALGONQUIN PWR UTILS CORP1,360,0000-1,360,0006,9900-6,990
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