LM Asset Management Inc.: 13F holdings
CIK 20571902026Q2
| Positions | 9 |
|---|
| Reported value | $161.3m |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 9 (+0 vs prior quarter) |
|---|
| Reported value | $161.3m (-16.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VET VERMILION ENERGY INC | 3,691,000 | $34.5m | 21.4% |
| LUMN LUMEN TECHNOLOGIES INC | 4,202,000 | $32.3m | 20.0% |
| GRAN TIERRA ENERGY INC | 4,365,420 | $27.3m | 16.9% |
| TSAT TELESAT CORP | 266,350 | $13.5m | 8.4% |
| BDN BRANDYWINE RLTY TR | 3,369,000 | $10.7m | 6.6% |
| GT GOODYEAR TIRE & RUBR CO | 1,450,000 | $9.6m | 5.9% |
| GPK GRAPHIC PACKAGING HLDG CO | 783,000 | $8.3m | 5.1% |
| CMTG CLAROS MTG TR INC | 1,846,000 | $4.3m | 2.7% |
| ASTL ALGOMA STL GROUP INC | 1,016,000 | $4.1m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2057190")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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