SEC 13F Intelligence

Managers / Q1 2026

LM Asset Management Inc.

CIK 0002057190 · 1640 - 1055 W. HASTINGS STREET, VANCOUVER, V6E 2E9 · 778-688-3813

Reported Value
$192M
Q1 2026
Positions
10
Filings on Record
6
2019–present window
Filed
May 11, 2026
original filing

Summary

Lm Asset Management Inc. reported $192M in U.S.-listed holdings across 10 positions for Q1 2026.

The portfolio is heavily concentrated: VET alone accounts for 22.6% of reported value.

Compared with Q4 2025, the fund opened 1 new position and exited 2.

Portfolio Metrics

Turnover
+6.5%
vs prior filed quarter
Largest Position
+22.6%
Vermilion Energy
New / Exited
1 / 2
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $109MQ4 ’24Q1 ’25: $97MQ1 ’25Q2 ’25: $108MQ2 ’25Q3 ’25: $132MQ3 ’25Q4 ’25: $126MQ4 ’25Q1 ’26: $192MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 94.7%REIT: 5.3%
  • Common Stock · 94.7% · $182M
  • REIT · 5.3% · $10M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
GPKGRAPHIC PACKAGING HLDG CONEW+360.0K360.0K+$4M$4M
CMTGEURCLAROS MTG TR INCADDED+866.0K1.40M+$2M$3M
LUMNLUMEN TECHNOLOGIES INCADDED+5.00M8.77M+$30M$61M
SPROTT ASSET MANAGEMENT LPSOLD OUT210.0K0$5M$0
ARISARIS MNG CORPSOLD OUT255.0K0$4M$0
BDNBRANDYWINE RLTY TRADDED+1.06M3.74M+$2M$10M
GTGOODYEAR TIRE & RUBR COADDED+360.0K2.04M$1M$14M
ASTLALGOMA STL GROUP INCADDED+295.0K1.76M+$1M$7M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

9 positions
#IssuerClass% PortfolioValueShares
1VETVERMILION ENERGY INChistory →COM22.58%$43M3.16M
2GTEGRAN TIERRA ENERGY INChistory →COM18.87%$36M4.05M
3LUMNLUMEN TECHNOLOGIES INChistory →COM17.91%$34M4.96M
4TSATTELESAT CORPhistory →CL A & CL B SHS7.18%$14M382.6K
5GTGOODYEAR TIRE & RUBR COhistory →COM7.03%$14M2.04M
6BDNBRANDYWINE RLTY TRhistory →SH BEN INT NEW5.27%$10M3.74M
7ASTLALGOMA STL GROUP INChistory →COM3.79%$7M1.76M
8GPKGRAPHIC PACKAGING HLDG COhistory →COM1.86%$4M360.0K
9CMTGEURCLAROS MTG TR INChistory →COMMON STOCK1.73%$3M1.40M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$192M10May 11, 202613F-HRchanges · EDGAR ↗
Q4 2025$126M11Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$132M11Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$108M11Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$97M10May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$109M10Feb 20, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.