DOSSIER · 13F-HR · Q1 2026
LM Asset (IM) Inc.
LM Asset (IM)'s holding co. based in Omaha, NE — $192M in tracked AUM across 10 positions as of Q1 2026.
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LM Asset (IM)·Omaha, NE·Holding Co.
CIK 0002057190 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
LM Asset (IM) Inc.’s 13F as of 2025-09-30 shows a small, highly concentrated long-only equity portfolio valued at $26.05 million, a decline of 75.8% from $107.71 million at the prior quarter (2025-06-30). The filer reports only 5 holdings, with the top holding representing 46.6% of the portfolio and the top three representing 83.6%. This is a materially concentrated portfolio with limited diversification across names and reportable sectors.
Key measurable points:
- Total po...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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