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LM Asset Management Inc.

Portfolio Manager
LM Asset Management Inc.
Performance
+26.82% (2026 Q1)
AUM (13F)
$192.31M
# of Holdings
9
Performance Rank
Allocation (Top 20)
100.01%

LM Asset Management Inc. Holdings Map

Top 9 LM Asset Management Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VET
VERMILION ENERGY INC
26.19%3.16M$43.4M
-16.30%(-615.00K)
2025-Q1: 2.44M shares2025-Q2: 2.79M shares2025-Q3: 2.94M shares2025-Q4: 3.77M shares2026-Q1: 3.16M shares
$8.90(+1.00%)
2026-03-31
GTE
GRAN TIERRA ENERGY INC
21.88%4.05M$36.3M
+9.59%(+354.00K)
2025-Q1: 1.72M shares2025-Q2: 1.95M shares2025-Q3: 2.79M shares2025-Q4: 3.69M shares2026-Q1: 4.05M shares
$5.53(+6.97%)
2026-03-31
LUMN
LUMEN TECHNOLOGIES INC
20.78%4.96M$34.5M
+32.65%(+1.22M)
2025-Q1: 9.80M shares2025-Q2: 10.37M shares2025-Q3: 10.19M shares2025-Q4: 3.74M shares2026-Q1: 4.96M shares
$6.29(+2.22%)
2026-03-31
TSAT
TELESAT CORP
8.32%382.6K$13.8M
+16.15%(+53.20K)
2025-Q1: 531.5K shares2025-Q2: 466.4K shares2025-Q3: 452.4K shares2025-Q4: 329.4K shares2026-Q1: 382.6K shares
$17.29(+167.44%)
2026-03-31
GT
GOODYEAR TIRE & RUBR CO
8.16%2.04M$13.5M
+21.43%(+360.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 510.0K shares2025-Q4: 1.68M shares2026-Q1: 2.04M shares
$8.25(-20.08%)
2026-03-31
BDN
BRANDYWINE RLTY TR
6.11%3.74M$10.1M
+39.55%(+1.06M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 2.68M shares2026-Q1: 3.74M shares
$3.34(-2.94%)
2026-03-31
ASTL
ALGOMA STL GROUP INC
4.4%1.76M$7.3M
+20.07%(+295.00K)
2025-Q1: 910.0K shares2025-Q2: 890.0K shares2025-Q3: 1.15M shares2025-Q4: 1.47M shares2026-Q1: 1.76M shares
$5.98(-36.99%)
2026-03-31
GPK
GRAPHIC PACKAGING HLDG CO
2.16%360.0K$3.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 360.0K shares
$12.50(-13.20%)
2026-03-31
CMTG
CLAROS MTG TR INC
2.01%1.40M$3.3M
+162.17%(+866.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 534.0K shares2026-Q1: 1.40M shares
$2.90(-18.26%)
2026-03-31

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