Position in LGO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,393,434
+$1,393,434 QoQ
Shares Held
2,211,800
Ownership
2.14%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2
of 37 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in LGO
reported options exposure · as of Jun 30, 2026CallValue
$409,878
CallShares
650,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026DLD Asset Management, LP holds $6,939,940 across 4 Other Industrial Metals & Mining names. LGO ranks #2 (20.1% of the industry book) .
All Filings in LGO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,878 | 650,600 | Call | Sole | 2026-08-13 | |
| 2026-06-30 | $1,393,434 | 2,211,800 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,473,472 | 1,315,600 | Call | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||