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MARLIN SAMS CAPITAL MANAGEMENT LLC13F | |
| MARLIN SAMS CAPITAL MANAGEMENT LLC | |
| Last update 2024-11-01 | 3 Stocks (1 new) |
| Value $191.00 Mil | Turnover 12 % |
| Portfolio Report | |
MARLIN SAMS CAPITAL MANAGEMENT... Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEM | Agnico Eagle Mines Ltd | 2,000,000 | 161120.000 | -13.04% | 84.150 | -12.44% | 0.400 | +17.82% | +59.42% | 42835.354 | Metals & Mining | |
SH | ProShares Short S&P500 -1x Shares | 1,450,000 | 15732.500 | New Holding | 8.220 | +8.22% | 1.580 | -10.02% | -16.32% | 1019.966 | ||
PAAS | Pan American Silver Corp | 700,000 | 14609.000 | +89.19% | 7.630 | +3.60% | 0.190 | +14.86% | +40.52% | 8133.650 | Metals & Mining |
MARLIN SAMS CAPITAL MANAGEMENT LLC's Historical Top Holdings Breakdowns
MARLIN SAMS CAPITAL MANAGEMENT LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AEM | Agnico Eagle Mines Ltd | 2024-09-30 | Reduce | -12.44% | 65.04 ($77.44) 84.24 | $85.79 | 10.78% | Reduce -13.04% | 2,000,000 | -300,000 | |
SH | ProShares Short S&P500 -1x Shares | 2024-09-30 | New Buy | +8.22% | 10.85 ($11.33) 12.08 | $10.87 | -4.06% | New holding | 1,450,000 | 1,450,000 | |
PAAS | Pan American Silver Corp | 2024-09-30 | Add | +3.60% | 18.58 ($21.08) 24.18 | $22.54 | 6.93% | Add 89.19% | 700,000 | 330,000 | |
PAAS | Pan American Silver Corp | 2024-03-31 | Add | +0.21% | 12.21 ($13.8) 15.92 | $22.54 | 63.33% | Add 5.71% | 370,000 | 20,000 | |
PAAS | Pan American Silver Corp | 2023-12-31 | Add | +3.28% | 13.14 ($14.97) 16.9 | $22.54 | 50.57% | Add 311.76% | 350,000 | 265,000 | |
PAAS | Pan American Silver Corp | 2023-09-30 | New Buy | +1.16% | 14.06 ($15.65) 16.88 | $22.54 | 44.03% | New holding | 85,000 | 85,000 | |
AEM | Agnico Eagle Mines Ltd | 2023-03-31 | Add | +8.70% | 44.77 ($51.35) 57.91 | $85.79 | 67.07% | Add 9.52% | 2,300,000 | 200,000 | |
WPM | Wheaton Precious Metals Corp | 2022-12-31 | Sold Out | -10.79% | 30.67 ($36.15) 41.16 | $65.57 | 81.38% | Sold Out | 0 | -300,000 | |
AEM | Agnico Eagle Mines Ltd | 2022-12-31 | Add | +9.52% | 40.12 ($47.2) 53.54 | $85.79 | 81.76% | Add 10.53% | 2,100,000 | 200,000 |
MARLIN SAMS CAPITAL MANAGEMENT LLC Total Holding History ($B)
MARLIN SAMS CAPITAL MANAGEMENT LLC's Asset Allocation
MARLIN SAMS CAPITAL MANAGEMENT LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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MARLIN SAMS CAPITAL MANAGEMENT LLC's Hypothetical Growth since 2024-09-30
MARLIN SAMS CAPITAL MANAGEMENT LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MARLIN SAMS CAPITAL MANAGEMENT LLC's Holdings Heat Map
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MARLIN SAMS CAPITAL MANAGEMENT LLC's Holdings Bubble Chart
MARLIN SAMS CAPITAL MANAGEMENT LLC News
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