Marlin Sands Capital 13F holdings, Q3 2022
Holdings as of September 30, 2022 · filings on SEC EDGAR · latest filing →
Marlin Sands Capital disclosed 2 US equity positions worth $89.9m in its Q3 2022 13F filing. The largest position was AEM at 89.2% of the reported book. Against the Q2 2022 filing, it opened 1 new position, added to 1 and reduced 0 among the top 2 holdings.
What did Marlin Sands Capital own in Q3 2022? Top 2 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2022 |
|---|---|---|---|---|---|---|---|
| 1 | AEM AGNICO EAGLE MINES LTD | Basic Materials | 89.2% | $80.2m | 1,900,000 | 36% | added |
| 2 | WPM WHEATON PRECIOUS METALS CORP | Basic Materials | 10.8% | $9.7m | 300,000 | – | new |
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.