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MARLIN SAMS CAPITAL MANAGEMENT LLC

Location
New York, NY
Portfolio Value
Small $175,729,000
Diversification
Highly concentrated
Filing Date
Global Rank
#4,026 / 7,309 ▲ 102 · as of Sep 2024
Top Industry
Gold 100.0%
3Y Alpha vs SPY
+27.8%
Period ended 1 year ago
Filed Nov 1, 2024 · 1y
12 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+229.8%
SPY
+76.5%
Annualised alpha
+28.0%
Max drawdown
−39.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

2 positions · as of Sep 30, 2024 · Δ vs Jun 30, 2024
Top Position
91.7%
−3.7 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
8,476
Dec 2021 → Sep 2024 · range 8,074 – 10,000
Highly concentrated−636

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2024
Sector % Portfolio Value
Basic Materials 100.0% $175,729,000

Last Quarter's Activity

Export CSV
Sep 30, 2024 vs Jun 30, 2024

Added To

Positions the filer increased
1 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
1 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
2 positions · $175,729,000 total · as of Sep 30, 2024
Ticker Company Shares Value (USD) % of Portfolio History