本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
LM Asset (IM) Inc. (CIK 2057190) reported $161.3M across 9 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: LUMN ($49.1M, 30.43%), VET ($34.5M, 21.37%), GTE ($27.3M, 16.91%), TSAT ($13.5M, 8.36%), BDN ($10.7M, 6.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LUMN | LUMEN TECHNOLOGIES INC | $49.1M | 30.43% | 6.4M | Trimmed |
| 2 | VET | VERMILION ENERGY INC | $34.5M | 21.37% | 3.7M | Added |
| 3 | GTE | GRAN TIERRA ENERGY INC | $27.3M | 16.91% | 4.4M | Added |
| 4 | TSAT | TELESAT CORP | $13.5M | 8.36% | 266,350 | Trimmed |
| 5 | BDN | BRANDYWINE RLTY TR | $10.7M | 6.62% | 3.4M | Trimmed |
| 6 | GT | GOODYEAR TIRE & RUBR CO | $9.6M | 5.93% | 1.4M | Trimmed |
| 7 | GPK | GRAPHIC PACKAGING HLDG CO | $8.3M | 5.13% | 783,000 | Added |
| 8 | CMTG | CLAROS MTG TR INC | $4.3M | 2.69% | 1.8M | Added |
| 9 | ASTL | ALGOMA STL GROUP INC | $4.1M | 2.55% | 1.0M | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30