NewGen Asset Management Ltd — 13F Holdings & Portfolio

CIK 1845012 · latest 13F-HR filed 2026-08-13

NewGen Asset Management Ltd manages $242.7M in 13F-reported U.S. long-equity assets across 34 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MDA (12.33%), SLV (8.81%), HSLV (8.02%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 12 new positions, exited 9, added to 10, and trimmed 5.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
COMMERCE COURT NORTH, SUITE 2900
25 KING STREET WEST, BOX 405
TORONTO, A6 M5L1G3
Phone
(416) 941-9111
Filing Manager
NewGen Asset Management Ltd
TORONTO, A6
Signatory
David Dattels
President
Loading holdings…
AUM

$242.7M

Long-equity book

Holdings

34

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+12 / −9 / ↑10 / ↓5

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MDA SPACE LTD$14.1M +89.1%
  • GILDAN ACTIVEWEAR INC$4.2M +37.3%
  • APOLLO COML REAL ESTATE FIN$3.6M +110.9%
  • CAE INC$2.3M +56.6%
  • PALMER SQUARE CAPITAL BDC IN$890.4K +123.7%
Show all 10

Top Trims

  • HIGHLANDER SILVER CORP-$9.3M -32.4%
  • AMERICAS GOLD AND SILVER COR-$6.7M -28.9%
  • BOYD GROUP SERVICES INC-$1.3M -15.1%
  • VIZSLA SILVER CORP-$990.0K -33.6%
  • ALEANNA INC-$152.4K -65.0%
Show all 5

New Positions

  • TRANSALTA CORP$7.6M
  • AGNICO EAGLE MINES LTD$7.0M
  • SHOPIFY INC$6.1M
  • CAMECO CORP$5.1M
  • IAMGOLD CORP$4.8M
Show all 12

Exited Positions

  • COEUR MINING INC$11.7M
  • SSR MINING INC$8.2M
  • BROOKFIELD RENEWABLE PARTNERS L.P$7.8M
  • WEST FRASER TIMBER CO LTD$6.5M
  • BROOKFIELD ASSET MANAGEMENT LTD.$2.4M
Show all 9
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MDA SPACE LTD MDA 55293N109 $29.9M 12.33% 725,000 SH
2 ISHARES SILVER TR Call SLV 46428Q109 $21.4M 8.81% 400,000 SH
3 HIGHLANDER SILVER CORP HSLV 43087N204 $19.5M 8.02% 4,180,000 SH
4 AMERICAS GOLD AND SILVER COR USAS 03062D803 $16.5M 6.81% 3,500,000 SH
5 ENERFLEX LTD EFXT 29269R105 $15.6M 6.43% 636,744 SH
6 GILDAN ACTIVEWEAR INC GIL 375916103 $15.5M 6.38% 300,000 SH
7 AMPLIFY ETF TR Call SILJ 032108649 $13.0M 5.34% 500,000 SH
8 PRECISION DRILLING CORP Call PDS 74022D407 $10.2M 4.22% 133,600 SH
9 THOMSON REUTERS CORP Call TRI 884903881 $8.2M 3.36% 100,000 SH
10 AGNICO EAGLE MINES LTD Call AEM 008474108 $7.8M 3.20% 50,000 SH
11 TRANSALTA CORP TAC 89346D107 $7.6M 3.13% 550,000 SH
12 BOYD GROUP SERVICES INC BGSI 103310108 $7.6M 3.11% 79,800 SH
13 AGNICO EAGLE MINES LTD AEM 008474108 $7.0M 2.88% 45,000 SH
14 APOLLO COML REAL ESTATE FIN ARI 03762U105 $6.8M 2.80% 637,325 SH
15 CAE INC CAE 124765108 $6.5M 2.66% 257,600 SH
16 SHOPIFY INC SHOP 82509L107 $6.1M 2.53% 53,700 SH
17 CAMECO CORP CCJ 13321L108 $5.1M 2.10% 50,000 SH
18 ENBRIDGE INC ENB 29250N105 $4.9M 2.01% 90,000 SH
19 IAMGOLD CORP IAG 450913108 $4.8M 1.96% 300,000 SH
20 PROGRESS SOFTWARE CORP PRGS 743312AD2 $4.7M 1.94% 4,885,000 SH
21 SOLARIS RES INC SLSR 83419D201 $4.6M 1.90% 550,000 SH
22 ATS CORPORATION ATS 00217Y104 $4.3M 1.78% 150,000 SH
23 VISTANCE NETWORKS INC VISN 20337X109 $2.6M 1.05% 200,000 SH
24 TRULIEVE CANNABIS CORP TRLV 89788C104 $2.0M 0.81% 200,000 SH
25 VIZSLA SILVER CORP VZLA 92859G608 $2.0M 0.81% 593,700 SH
26 WINNEBAGO INDS INC WGO 974637AF7 $1.9M 0.78% 2,000,000 SH
27 PALMER SQUARE CAPITAL BDC IN PSBD 69702V107 $1.6M 0.66% 154,539 SH
28 ELME COMMUNITIES ELME 939653101 $1.5M 0.64% 1,041,833 SH
29 SLR INVESTMENT CORP SLRC 83413U100 $1.3M 0.56% 108,983 SH
30 OAKTREE SPECIALTY LENDING OCSL 67401P405 $881.4K 0.36% 73,819 SH
31 MORGAN STANLEY DIRECT LENDIN MSDL 61774A103 $518.6K 0.21% 34,300 SH
32 GOLUB CAP BDC INC GBDC 38173M102 $515.2K 0.21% 40,000 SH
33 MIDCAP FINANCIAL INVSTMNT CO MFIC 03761U502 $453.6K 0.19% 45,000 SH
34 ALEANNA INC ANNA 01444V103 $82.0K 0.03% 28,283 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $242.7M 34 0000919574-26-005082
2026-03-31 2026-05-08 $258.6M 30 0001845012-26-000002
2025-12-31 2026-02-17 $162.0M 23 0001845012-26-000001