LM Asset (IM) Inc. 13F Holdings
CIK 0002057190 · Vancouver, A1
As of Sep 30, 2025, LM Asset (IM) Inc. reported 10 positions worth
CIK 0002057190 · Vancouver, A1
As of Sep 30, 2025, LM Asset (IM) Inc. reported 10 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| LUMEN TECHNOLOGIES INC | LUMN | Communication Services | 10,210,600 | $63.5M | 48.02% |
| VERMILION ENERGY INC | VET | Energy | 2,942,000 | $23.0M | 17.37% |
| GRAN TIERRA ENERGY INC | GTE | Energy | 2,791,800 | 2.1M | 9.18% |
| TELESAT CORP | TSAT | Technology | 452,450 | 1.8M | 8.94% |
| SPROTT PHYSICAL SILVER TRUST | PSLV | — | 330,000 | $5.2M | 3.92% |
| ARIS MINING CORP | ARMN | Basic Materials | 455,000 | $4.5M | 3.37% |
| ALGOMA STEEL GROUP INC | ASTL | Basic Materials | 1,150,000 | $4.1M | 3.09% |
| GOODYEAR TIRE & RUBBER CO | GT | Consumer Cyclical | 510,000 | $3.8M | 2.88% |
| James Hardie Industries Plc - US ADR | — | — | 140,000 | $2.7M | 2.03% |
| HYCROFT MINING HOLDING CORP | HYMC | Basic Materials | 254,000 | .6M | 1.19% |