SEC 13F Intelligence

Managers / Q4 2025 · view latest →

LM Asset Management Inc.

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

Reported Value
$126M
Q4 2025
Positions
11
Filings on Record
6
2019–present window
Filed
Feb 13, 2026
original filing

Summary

Lm Asset Management Inc. reported $126M in U.S.-listed holdings across 11 positions for Q4 2025.

The portfolio is heavily concentrated: VET alone accounts for 24.9% of reported value.

Compared with Q3 2025, the fund opened 2 new positions and exited 2.

Portfolio Metrics

Turnover
+26.5%
vs prior filed quarter
Top-10 Concentration
+98.8%
share of reported value
Largest Position
+24.9%
Vermilion Energy
New / Exited
2 / 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: 89.9%REIT: 6.2%Closed-End Fund: 3.9%
  • Common Stock · 89.9% · $114M
  • REIT · 6.2% · $8M
  • Closed-End Fund · 3.9% · $5M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BDNBRANDYWINE RLTY TRNEW+2.68M2.68M+$8M$8M
CMTGEURCLAROS MTG TR INCNEW+534.0K534.0K+$2M$2M
GTGOODYEAR TIRE & RUBR COADDED+1.17M1.68M+$11M$15M
JAMES HARDIE INDS PLCSOLD OUT140.0K0$3M$0
HYMCUSDHYCROFT MINING HOLDING CORPSOLD OUT254.0K0$2M$0
LUMNLUMEN TECHNOLOGIES INCTRIMMED6.44M3.77M$33M$30M
ARISARIS MNG CORPTRIMMED200.0K255.0K$316,686$4M
SPROTT ASSET MANAGEMENT LPTRIMMED120.0K210.0K$214,500$5M

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

Holdings — Q4 2025

10 positions
#IssuerClass% PortfolioValueShares
1VETVERMILION ENERGY INChistory →COM24.87%$31M3.77M
2LUMNLUMEN TECHNOLOGIES INChistory →COM22.97%$29M3.74M
3GTEGRAN TIERRA ENERGY INChistory →ORD SHS12.38%$16M3.69M
4GTGOODYEAR TIRE & RUBR COhistory →COM11.64%$15M1.68M
5TSATTELESAT CORPhistory →CL A & CL B SHS7.53%$10M329.4K
6BDNBRANDYWINE RLTY TRhistory →SH BEN INT NEW6.19%$8M2.68M
7ASTLALGOMA STL GROUP INChistory →COM4.77%$6M1.47M
8SPROTT ASSET MANAGEMENT LPPHYSICAL SILVER3.93%$5M210.0K
9ARISARIS MNG CORPhistory →COM3.28%$4M255.0K
10CMTGEURCLAROS MTG TR INChistory →COMMON STOCK1.29%$2M534.0K

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 ↗.