LM ASSET MANAGEMENT INC.

PrivateCIK: 2057190
9
Positions
$192.31M
Total AUM (reported)
25.66M
Total Shares

Allocation by class

TOTAL AUM$192.31M9 positions
COM$165.04M85.8%
CL A & CL B SHS$13.80M7.2%
SH BEN INT NEW$10.14M5.3%
COMMON STOCK$3.33M1.7%

Portfolio Concentration

Top 373.1%4–1026.9%TOP 10100.0%0%100%
Top 3$140.64M73.1%
4–10$51.66M26.9%

Top 3 weight

73.1%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 21.85M

Sole

Full voting authority

21.85M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:

LUMEN TECHNOLOGIES INC

SOLE
COM
Shares8.77M
TypeSH
Market value$60.93M
31.68%
Sole
4.96M
Shared
0.00
None
0.00

VERMILION ENERGY INC

SOLE
COM
Shares3.16M
TypeSH
Market value$43.43M
22.58%
Sole
3.16M
Shared
0.00
None
0.00

GRAN TIERRA ENERGY INC

SOLE
COM
Shares4.05M
TypeSH
Market value$36.29M
18.87%
Sole
4.05M
Shared
0.00
None
0.00

TELESAT CORP

SOLE
CL A & CL B SHS
Shares382.65K
TypeSH
Market value$13.80M
7.18%
Sole
382.65K
Shared
0.00
None
0.00

GOODYEAR TIRE & RUBR CO

SOLE
COM
Shares2.04M
TypeSH
Market value$13.53M
7.03%
Sole
2.04M
Shared
0.00
None
0.00

BRANDYWINE RLTY TR

SOLE
SH BEN INT NEW
Shares3.74M
TypeSH
Market value$10.14M
5.27%
Sole
3.74M
Shared
0.00
None
0.00

ALGOMA STL GROUP INC

SOLE
COM
Shares1.76M
TypeSH
Market value$7.29M
3.79%
Sole
1.76M
Shared
0.00
None
0.00

GRAPHIC PACKAGING HLDG CO

SOLE
COM
Shares360K
TypeSH
Market value$3.58M
1.86%
Sole
360K
Shared
0.00
None
0.00

CLAROS MTG TR INC

SOLE
COMMON STOCK
Shares1.40M
TypeSH
Market value$3.33M
1.73%
Sole
1.40M
Shared
0.00
None
0.00