Lifezone Metals Limited
US ˙ NYSE ˙ IM00BLCY1J27

SecurityLZM / Lifezone Metals Limited
InstitutionAlps Advisors Inc
Latest Disclosed Ownership642,919 shares
Latest Disclosed Value $ 2,160,208
Alps Advisors Inc reports 109.57% increase in ownership of LZM / Lifezone Metals Limited

On May 8, 2026 - Alps Advisors Inc filed a 13F-HR form disclosing ownership of 642,919 shares of Lifezone Metals Limited (US:LZM) valued at $2,160,208 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 306,780 shares of Lifezone Metals Limited. This represents a change in shares of 109.57% during the quarter. The current value of the position is $2,758,123 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F LIFEZONE METALS ORD SHS G5568L109 642,919 336,139 109.57 2,160 65.01 0.0093
2026-02-12 2025-12-31 13F LIFEZONE METALS ORD SHS G5568L109 306,780 176,338 135.18 1,310 83.33 0.0076
2025-11-05 2025-09-30 13F LIFEZONE METALS ORD SHS G5568L109 130,442 -10,530 -7.47 715 23.10 0.0040
2025-08-11 2025-06-30 13F LIFEZONE METALS ORD SHS G5568L109 140,972 38,588 37.69 581 35.83 0.0034
2025-04-30 2025-03-31 13F LIFEZONE METALS ORD SHS G5568L109 102,384 28,242 38.09 428 -17.09 0.0025
2025-02-13 2024-12-31 13F LIFEZONE METALS ORD SHS G5568L109 74,142 -4,727 -5.99 515 -6.70 0.0033
2024-11-12 2024-09-30 13F LIFEZONE METALS ORD SHS G5568L109 78,869 -2,759 -3.38 552 -11.82 0.0037
2024-08-13 2024-06-30 13F LIFEZONE METALS ORD SHS G5568L109 81,628 47,955 142.41 627 142.64 0.0043
2024-05-14 2024-03-31 13F LIFEZONE METALS ORD SHS G5568L109 33,673 17,498 108.18 258 76.71 0.0018
2024-02-14 2023-12-31 13F LIFEZONE METALS ORD SHS G5568L109 16,175 16,175 146 0.0011
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.