Marlin Sands Capital 13F holdings, Q2 2022
Holdings as of June 30, 2022 · filings on SEC EDGAR · latest filing →
Marlin Sands Capital disclosed 2 US equity positions worth $66.8m in its Q2 2022 13F filing. The largest position was AEM at 95.9% of the reported book. Against the Q1 2022 filing, it opened 0 new positions, added to 1 and reduced 1 among the top 2 holdings.
What did Marlin Sands Capital own in Q2 2022? Top 2 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2022 |
|---|---|---|---|---|---|---|---|
| 1 | AEM AGNICO EAGLE MINES LTD | Basic Materials | 95.9% | $64.1m | 1,400,000 | 40% | added |
| 2 | GDX VANECK ETF TRUST | 4.1% | $2.7m | 100,000 | -84% | reduced |
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.