LM Asset Management Inc.
VANCOUVER A1 · SEC CIK 0002057190
$1.92亿2026Q1 申报市值
10持仓数
100.0%前十大占比 · 第一大 22.6%
1 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
LUMN 加仓+$847.90万
GPK 新建仓+$357.84万
GTE 加仓+$317.54万
BDN 加仓+$287.26万
GT 加仓+$238.68万
2026Q1 卖出最多 按季末市值估算
VET 减仓-$845.80万
PSLV 清仓-$496.65万
ARIS 清仓-$414.15万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PSLV | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -210,000 | -100.0% | -$496.65万 | 清仓 |
| ARIS | ARIS MNG CORP | $0 | 0.00% | 0 | -255,000 | -100.0% | -$414.15万 | 清仓 |
| CMTG | CLAROS MTG TR INC | $333.20万 | 1.73% | 1,400,000 | 866,000 | 162.2% | $206.11万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $357.84万 | 1.86% | 360,000 | 360,000 | — | $357.84万 | 新建仓 |
| ASTL | ALGOMA STL GROUP INC | $728.95万 | 3.79% | 1,765,000 | 295,000 | 20.1% | $121.83万 | 加仓 |
| BDN | BRANDYWINE RLTY TR | $1,013.54万 | 5.27% | 3,740,000 | 1,060,000 | 39.6% | $287.26万 | 加仓 |
| GT | GOODYEAR TIRE & RUBR CO | $1,352.52万 | 7.03% | 2,040,000 | 360,000 | 21.4% | $238.68万 | 加仓 |
| TSAT | TELESAT CORP | $1,380.43万 | 7.18% | 382,650 | 53,200 | 16.1% | $191.92万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC 看涨期权 | $2,647.95万 | 13.77% | 3,810,000 | 3,781,000 | 13,037.9% | $2,627.80万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $3,445.11万 | 17.91% | 4,957,000 | 1,220,000 | 32.6% | $847.90万 | 加仓 |
| GTE | GRAN TIERRA ENERGY INC | $3,628.74万 | 18.87% | 4,045,420 | 354,000 | 9.6% | $317.54万 | 加仓 |
| VET | VERMILION ENERGY INC | $4,342.58万 | 22.58% | 3,157,600 | -615,000 | -16.3% | -$845.80万 | 减仓 |