Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

MARLIN SAMS CAPITAL MANAGEMENT LLC 13F Holdings -- Portfolio & Top Positions (2024-09-30)

Name: MARLIN SAMS CAPITAL MANAGEMENT LLC 13F Holdings (2024-09-30)
Creator: ko.io

MARLIN SAMS CAPITAL MANAGEMENT LLC (CIK 1608618) reported $191.5M across 3 reported positions in its SEC 13F filing for 2024-09-30. Largest positions: AEM ($161.1M, 84.15%), SH ($15.7M, 8.22%), PAAS ($14.6M, 7.63%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	AEM	AGNICO EAGLE MINES LTD	$161.1M	84.15%	2.0M	Trimmed
2	SH	PROSHARES TR	$15.7M	8.22%	1.4M	New
3	PAAS	PAN AMERN SILVER CORP	$14.6M	7.63%	700,000	Added

Source: SEC Form 13F filings · as of 2024-09-30