Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LM Asset (IM) Inc. (CIK 2057190) reported $192.3M across 8 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LUMN ($60.9M, 31.68%), VET ($43.4M, 22.58%), GTE ($36.3M, 18.87%), TSAT ($13.8M, 7.18%), GT ($13.5M, 7.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LUMN | LUMEN TECHNOLOGIES INC | $60.9M | 31.68% | 8.8M | Added |
| 2 | VET | VERMILION ENERGY INC | $43.4M | 22.58% | 3.2M | Trimmed |
| 3 | GTE | GRAN TIERRA ENERGY INC | $36.3M | 18.87% | 4.0M | Added |
| 4 | TSAT | TELESAT CORP | $13.8M | 7.18% | 382,650 | Added |
| 5 | GT | GOODYEAR TIRE & RUBR CO | $13.5M | 7.03% | 2.0M | Added |
| 6 | BDN | BRANDYWINE RLTY TR | $10.1M | 5.27% | 3.7M | Added |
| 7 | ASTL | ALGOMA STL GROUP INC | $7.3M | 3.79% | 1.8M | Added |
| 8 | GPK | GRAPHIC PACKAGING HLDG CO | $3.6M | 1.86% | 360,000 | New |
| 9 | CMTG | CLAROS MTG TR INC | $3.3M | 1.73% | 1.4M | Added |
| 10 | PSLV | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | Exited |
| 11 | ARMN | ARIS MNG CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31