Marlin Sands Capital 13F holdings, Q1 2024
Holdings as of March 31, 2024 · filings on SEC EDGAR · latest filing →
Marlin Sands Capital disclosed 2 US equity positions worth $142.8m in its Q1 2024 13F filing. The largest position was AEM at 96.1% of the reported book. Against the Q4 2023 filing, it opened 0 new positions, added to 1 and reduced 0 among the top 2 holdings.
What did Marlin Sands Capital own in Q1 2024? Top 2 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2023 |
|---|---|---|---|---|---|---|---|
| 1 | AEM AGNICO EAGLE MINES LTD | Basic Materials | 96.1% | $137.2m | 2,300,000 | 0% | held |
| 2 | PAAS PAN AMERN SILVER CORP | Basic Materials | 3.9% | $5.6m | 370,000 | 6% | added |
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.