MARLIN SAMS CAPITAL MANAGEMENT LLC

Portfolio Value Over Time

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Filing History

• Nov 10, 202513F HOLDINGS REPORTQ/E Sep 20250 pos · $0
• Aug 1, 202513F HOLDINGS REPORTQ/E Jun 20250 pos · $0
• May 1, 202513F HOLDINGS REPORTQ/E Mar 20250 pos · $0
• Jan 29, 202513F HOLDINGS REPORTQ/E Dec 20240 pos · $0
• Nov 1, 202413F HOLDINGS REPORTQ/E Sep 20243 pos · $191.5M
• Aug 9, 202413F HOLDINGS REPORTQ/E Jun 20242 pos · $157.8M
• May 2, 202413F HOLDINGS REPORTQ/E Mar 20242 pos · $142.8M
• Nov 9, 202313F HOLDINGS REPORTQ/E Dec 20232 pos · $105.8M