AEM β€” AGNICO EAGLE MINES LTD

Ownership history in Lane Generational LLC  Β·  16 quarters on record

This page tracks every 13F SEC filing in which Lane Generational LLC reported a position in AGNICO EAGLE MINES LTD (AEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
9.02% (2025 Q4)
πŸ“Š Avg. % of fund
7.11%
πŸ“… First filed
2022 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
16

Position Intelligence

Lane Generational LLC Γ— AEM AI Analytics

πŸ“ˆ Lane Generational LLC outperformed the S&P 500 by +22.8% annually on this AEM position. Timing score: 40% (6/15 decisions correct). Average cost basis: $44.64. Maximum drawdown during holding period: –29.9%.

πŸ“ˆ Position Alpha vs SPY
+22.8%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 22.8% per year on this position.
15 quarters analyzed

⏱️ Timing Score
40%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
6 of 15 add/trim decisions correct

πŸ’° Entry Quality
$44.64
+279.1% vs current ($169.23)

Best entry: $39.03 (2022 Q3)  Β·  Worst: $77.09 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–29.9%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
38%
buy-side decisions

6 adds Β· 10 trims. Bought during 4 of 6 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Lane Generational LLC has been actively increasing its AEM allocation β€” a bullish signal from insiders.
Currently 9.02% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    AEM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 58,712 -191 -0.3% 9.02% $10.0M $169.23
2025 Q3 REDUCED 58,903 -3,964 -6.3% 8.25% $9.9M $167.87
2025 Q2 REDUCED 62,867 -4,785 -7.1% 6.97% $7.5M $118.12
2025 Q1 REDUCED 67,652 -20,574 -23.3% 8.32% $7.3M $107.30
2024 Q4 ADDED 88,226 +453 +0.5% 6.74% $6.9M $77.09
2024 Q3 REDUCED 87,773 -3,124 -3.4% 8.80% $7.1M $79.02
2024 Q2 REDUCED 90,897 -13,042 -12.5% 7.04% $5.9M $63.84
2024 Q1 REDUCED 103,939 -3,647 -3.4% 7.32% $6.2M $57.89
2023 Q4 REDUCED 107,586 -725 -0.7% 7.34% $5.9M $52.79
2023 Q3 ADDED 108,311 +95 +0.1% 6.08% $4.9M $43.41
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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