Fund Holdings — LM Asset (IM) Inc.

Total Portfolio Value
$125.91M
Total Bought
$14.06M
Total Sold
$29.86M
Net Transaction
-$15.80M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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LUMEN TECHNOLOGIES INC(LUMN)10,367,00010,187,000-180,00045,40762,34449.52%+16,937
GOODYEAR TIRE & RUBR CO(GT)0510,000+510,00003,8153.03%+3,815
GRAN TIERRA ENERGY INC(GTE)1,945,8002,791,800+846,0009,28112,1449.65%+2,863
JAMES HARDIE INDS PLC
ORD SHS
0140,000+140,00002,6892.14%+2,689
VERMILION ENERGY INC(VET)2,790,0002,942,000+152,00020,32722,97218.25%+2,645
ARIS MNG CORP(ARIS)470,000455,000-15,0003,1594,4583.54%+1,299
TELESAT CORP(TSAT)466,450452,450-14,00011,32011,8239.39%+503
HYCROFT MINING HOLDING CORP(HYMC)380,000254,000-126,0001,1891,5751.25%+385
AMBAC FINL GROUP INC6,0000-6,000430—-43
ALGOMA STL GROUP INC890,0001,150,000+260,0006,1324,0883.25%-2,044
SPROTT PHYSICAL SILVER TR(PSLV)330,0000-330,0004,0390—-4,039
SCORPIO TANKERS INC(STNG)170,0000-170,0006,6520—-6,652
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LM Asset (IM) Inc. — 13F Holdings — Q3 2025 | TickerTrail