LM Asset (IM) Inc. — 13F holdings

LM Asset (IM) Inc. reported 10 holdings worth $161M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. LUMN LUMEN TECHNOLOGIES INC — $49.1M (30.4%)
2. VET VERMILION ENERGY INC — $34.5M (21.4%)
3. GTE GRAN TIERRA ENERGY INC — $27.3M (16.9%)
4. TSAT TELESAT CORP — $13.5M (8.4%)
5. BDN BRANDYWINE RLTY TR — $10.7M (6.6%)
6. GT GOODYEAR TIRE & RUBR CO — $9.57M (5.9%)
7. GPK GRAPHIC PACKAGING HLDG CO — $8.28M (5.1%)
8. CMTG CLAROS MTG TR INC — $4.34M (2.7%)
9. ASTL ALGOMA STL GROUP INC — $4.11M (2.6%)