Marlin Sams Capital Management LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 2, 2024), Marlin Sams Capital Management LLC reported 2 stock positions worth $142.8 million. Its top holding was Agnico Eagle Mines (AEM) at 96.1% of the portfolio, followed by Pan American Silver (PAAS, 3.9%). Compared with Q4 2023, it added to 1. The biggest buy was Pan American Silver (PAAS, shares +6%).

Most Recent 13F
Q3 2025
Location
New York, NY
CIK
0001608618
Portfolio Value
$142.8M (Q1 2024)
SEC Filing
0000950142-24-001246 ↗ filed May 2, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $142.8M $142.8M Q1 2024 Q2 2024: $157.8M Q2 2024 Q3 2024: $191.5M Q3 2024 Q4 2024: $0 Q4 2024 Q1 2025: $0 Q1 2025 Q2 2025: $0 Q2 2025 Q3 2025: $0 Q3 2025

Holdings 2 stocks · $142.8M

AEM Agnico Eagle Mines Ltd. 96.09% 2,300,000 $137.2M No change
PAAS Pan American Silver Corp. 3.91% 370,000 $5.6M Add +5.7%

Portfolio Sells Q4 2023 → Q1 2024

None this quarter.

Portfolio Buys Q4 2023 → Q1 2024

PAAS Pan American Silver Corp. Add +5.7% 3.91% −0.43

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 0$0
Q2 2025 0$0
Q1 2025 0$0
Q4 2024 0$0
Q3 2024 3$191.5MAEM, PROSHARES SHORT S&P500, PAAS
Q2 2024 2$157.8MAEM, PAAS
Q1 2024 2$142.8MAEM, PAAS