RED CEDAR INVESTMENT MANAGEMENT, LLC AGI — ALAMOS GOLD CL A ORD

Ownership history in RED CEDAR INVESTMENT MANAGEMENT, LLC  ·  8 quarters on record

AI Ownership Summary

RED CEDAR INVESTMENT MANAGEMENT, LLC reported ALAMOS GOLD CL A ORD (AGI) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.66% in 2025 Q4. The latest visible filing shows AGI at 0.24% 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.

What this AGI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RED CEDAR INVESTMENT MANAGEMENT, LLC's position in ALAMOS GOLD CL A ORD, 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
2026 Q1

AGI was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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.

AGI stock page RED CEDAR INVESTMENT MANAGEMENT, LLC fund profile RED CEDAR INVESTMENT MANAGEMENT, LLC full holdings
How RED CEDAR INVESTMENT MANAGEMENT, LLC held AGI — position size vs. price
% of Fund (quarterly)    AGI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 52,724 -106,077 -66.8% 0.24% $2.3M 2026-04-30 $39.89
2025 Q4 REDUCED — — — 158,801 -574 -0.4% 0.66% $6.1M 2026-02-11 $46.16
2025 Q3 ADDED — — — 159,375 +6,961 +4.6% 0.65% $5.6M 2025-10-31 $30.73
2025 Q2 ADDED — — — 152,414 +45,934 +43.1% 0.51% $4.0M 2025-08-08 $26.13
2025 Q1 ADDED — — — 106,480 +50,634 +90.7% 0.39% $2.8M 2025-04-25 $27.88
2024 Q3 UNCHANGED — — — 55,846 — 0% 0.14% $1.1M 2024-10-30 $20.85
2024 Q2 REDUCED — — — 55,846 -1,047 -1.8% 0.12% $876K 2024-07-25 $16.24
2024 Q1 INITIATED — — — 56,893 — — 0.10% $839K 2024-04-19 $15.18

🏢 Other funds also holding AGI

As of 2026 Q1 — sorted by position size

Soapstone Management L.P. 3Y 7Y 23.73% MEDICI CAPITAL LLC 3Y 11.35% Verbena Value LP 6.71% HATCH COVE CAPITAL, LLC 6.4% NKCFO LLC 3Y 7Y 5.94% Merk Investments LLC 3Y 5.43% Grand Central Investment Group 3Y 4.89% Compound Global Advisors, LLC 3Y 4.83% BAROMETER CAPITAL MANAGEMENT INC. 3Y 7Y 4.69% Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 4.48%

FAQ About RED CEDAR INVESTMENT MANAGEMENT, LLC and AGI

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

How long has RED CEDAR INVESTMENT MANAGEMENT, LLC reported owning AGI?

RED CEDAR INVESTMENT MANAGEMENT, LLC reported AGI across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported AGI position in RED CEDAR INVESTMENT MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for AGI was 0.66% in 2025 Q4.

What is the latest reported AGI position on this page?

The most recent filing on this page is 2026 Q1, when RED CEDAR INVESTMENT MANAGEMENT, LLC reported 52,724 shares, equal to 0.24% of portfolio, with an estimated market value of $2.3M.

What does the chart on this AGI ownership page compare?

The chart compares RED CEDAR INVESTMENT MANAGEMENT, LLC's quarterly AGI 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 RED CEDAR INVESTMENT MANAGEMENT, LLC time their AGI position?

Based on 13F filing dates vs. subsequent AGI price moves, RED CEDAR INVESTMENT MANAGEMENT, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on AGI relative to SPY over the holding period was +32.4%.

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