SEC 13F Intelligence

Managers / Q4 2024 · view latest →

LM Asset Management Inc.

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

Reported Value
$109M
Q4 2024
Positions
10
Filings on Record
6
2019–present window
Filed
Feb 20, 2025
original filing

Summary

Lm Asset Management Inc. reported $109M in U.S.-listed holdings across 10 positions for Q4 2024.

The portfolio is heavily concentrated: LUMN alone accounts for 42.8% of reported value.

Portfolio Metrics

Largest Position
+42.8%
Lumen Technologies

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: 91.8%Closed-End Fund: 6.4%Other: 1.8%
  • Common Stock · 91.8% · $100M
  • Closed-End Fund · 6.4% · $7M
  • Other · 1.8% · $2M

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
LUMNLUMEN TECHNOLOGIES INCNEW+8.82M8.82M+$50M$50M
VETVERMILION ENERGY INCNEW+2.00M2.00M+$19M$19M
TSATTELESAT CORPNEW+809.2K809.2K+$13M$13M
AQNALGONQUIN PWR UTILS CORPNEW+1.90M1.90M+$8M$8M
GTEGRAN TIERRA ENERGY INCNEW+1.10M1.10M+$8M$8M
SPROTT PHYSICAL SILVER TRNEW+720.0K720.0K+$7M$7M
SCORPIO TANKERS INCNEW+40.0K40.0K+$2M$2M
CLWCLEARWATER PAPER CORPNEW+42.3K42.3K+$1M$1M

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

Holdings — Q4 2024

9 positions
#IssuerClass% PortfolioValueShares
1LUMNLUMEN TECHNOLOGIES INChistory →COM42.85%$47M8.81M
2VETVERMILION ENERGY INChistory →COM17.23%$19M2.00M
3TSATTELESAT CORPhistory →CL A & CL B SHS12.18%$13M809.2K
4AQNALGONQUIN PWR UTILS CORPhistory →COM7.75%$8M1.90M
5GTEGRAN TIERRA ENERGY INChistory →COM7.26%$8M1.10M
6SPROTT PHYSICAL SILVER TRTR UNIT6.37%$7M720.0K
7SCORPIO TANKERS INCSHS1.82%$2M40.0K
8CLWCLEARWATER PAPER CORPhistory →COM1.15%$1M42.3K
9SLSSOLARIS RES INCCOM NEW0.49%$533,129172.0K

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 ↗.