Marlin Sands Capital 13F holdings, Q1 2017
Holdings as of March 31, 2017 · filings on SEC EDGAR · latest filing →
Marlin Sands Capital disclosed 3 US equity positions worth $37.3m in its Q1 2017 13F filing. The largest position was Goldcorp Inc New at 54.7% of the reported book, followed by NGDN and NEM. Against the Q4 2016 filing, it opened 1 new position, added to 1 and reduced 0 among the top 3 holdings.
What did Marlin Sands Capital own in Q1 2017? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2016 |
|---|---|---|---|---|---|---|---|
| 1 | Goldcorp Inc New | 54.7% | $20.4m | 1,400,000 | – | new | |
| 2 | NGDN New Gold Inc CDA | 39.1% | $14.6m | 4,892,638 | 762% | added | |
| 3 | NEM Newmont Mining Corporation | Basic Materials | 6.2% | $2.3m | 70,000 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.