Aquila Investment Management LLC LAC — LITHIUM AMERS CORP NEW

Ownership history in Aquila Investment Management LLC  ·  11 quarters on record

AI Ownership Summary

Aquila Investment Management LLC reported LITHIUM AMERS CORP NEW (LAC) in 11 quarterly 13F filings from 2024 Q2 through 2024 Q3. Peak portfolio weight reached 2.14% in 2024 Q2. The latest visible filing shows LAC at 1.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aquila Investment Management LLC's position in LITHIUM AMERS CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

LAC was reported at 1.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.14% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aquila Investment Management LLC held LAC — position size vs. price
% of Fund (quarterly)    LAC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 47.1% +11.1% ❌ 450,000 -400,000 -47.1% 1.35% $1.2M 2024-11-14 (Est.) $3.87
2024 Q2 ADDED — — — 850,000 +250,000 +41.7% 2.14% $2.3M 2024-07-24 $2.66
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Aquila Investment Management LLC and LAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aquila Investment Management LLC reported owning LAC?

Aquila Investment Management LLC reported LAC across 2 quarterly 13F filings, from 2024 Q2 through 2024 Q3.

What was the largest reported LAC position in Aquila Investment Management LLC's portfolio?

The largest reported portfolio weight for LAC was 2.14% in 2024 Q2.

What is the latest reported LAC position on this page?

The most recent filing on this page is 2024 Q3, when Aquila Investment Management LLC reported 450,000 shares, equal to 1.35% of portfolio, with an estimated market value of $1.2M.

What does the chart on this LAC ownership page compare?

The chart compares Aquila Investment Management LLC's quarterly LAC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Aquila Investment Management LLC time their LAC position?

Based on 13F filing dates vs. subsequent LAC price moves, Aquila Investment Management LLC correctly timed 1 out of 4 reported position changes (25%).

← Back to Aquila Investment Management LLC Holdings