Marlin Sands Capital 13F holdings, Q3 2023
Holdings as of September 30, 2023 · filings on SEC EDGAR · latest filing →
Marlin Sands Capital disclosed 2 US equity positions worth $105.8m in its Q3 2023 13F filing. The largest position was AEM at 98.8% of the reported book. Against the Q2 2023 filing, it opened 1 new position, added to 0 and reduced 0 among the top 2 holdings.
What did Marlin Sands Capital own in Q3 2023? Top 2 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2023 |
|---|---|---|---|---|---|---|---|
| 1 | AEM AGNICO EAGLE MINES LTD | Basic Materials | 98.8% | $104.5m | 2,300,000 | 0% | held |
| 2 | PAAS PAN AMERN SILVER CORP | Basic Materials | 1.2% | $1.2m | 85,000 | – | 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.