Vancouver, A1CIK 20571904 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
10 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vermilion Energy Inc | 3.77M | $31.43M | 25.2% | +830.6K | Added |
| 2 | Lumen Technologies Inc | 3.74M | $29.04M | 23.2% | −6.45M | Reduced |
| 3 | Gran Tierra Energy Inc | 3.69M | $15.65M | 12.5% | +899.6K | Added |
| 4 | Goodyear Tire & Rubr Co |
| 1.68M |
| $14.72M |
| 11.8% |
| +1.17M |
| Added |
| 5 | Telesat Corp | 329.4K | $9.52M | 7.6% | −123.0K | Reduced |
| 6 | Brandywine Rlty Tr | 2.68M | $7.83M | 6.3% | +2.68M | New |
| 7 | Algoma Stl Group Inc | 1.47M | $6.03M | 4.8% | +320.0K | Added |
| 8 | Sprott Physical Silver Tr | 210.0K | $4.97M | 4.0% | +210.0K | New |
| 9 | Aris Mng Corp | 255.0K | $4.14M | 3.3% | −200.0K | Reduced |
| 10 | Claros Mtg Tr Inc | 534.0K | $1.63M | 1.3% | +534.0K | New |