Institutions / TSP Capital Management Group, LLC
TSP Capital Management Group, LLC
CIK 1317208 · Institution · as of Mar 31, 2026
Portfolio value
$409.84M
Positions
45
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$409.84M+0.1%Positions
45+0.0%Top holdings
Mar 31, 2026View all 45 →
| Company | Value | % of portfolio |
|---|---|---|
| Coeur Mining, Inc. | $32.65M | 8.0% |
| Buenaventura Mining Co IncBVN | $24.98M | 6.1% |
| Adeia Inc. | $24.31M | 5.9% |
| Trilogy Metals Inc.TMQ | $24.25M | 5.9% |
| Cia Energetica de Minas Gera | $21.81M | 5.3% |
| Nokia Corp | $20.06M | 4.9% |
| iShares Silver Tr | $18.05M | 4.4% |
| Corteva, Inc. | $17.71M | 4.3% |
| Maui Land & Pineapple Co IncMLP | $16.96M | 4.1% |
| Consolidated Water Co. Ltd. | $15.87M | 3.9% |
| Freeport-McMoran Inc | $12.57M | 3.1% |
| Sibanye Stillwater LimitedSBSW | $11.98M | 2.9% |
| Celldex Therapeutics, Inc. | $11.90M | 2.9% |
| Novavax Inc | $11.32M | 2.8% |
| Newmont Corp | $11.25M | 2.7% |
| Middlesex Water Co | $10.95M | 2.7% |
| Xylem Inc. | $10.52M | 2.6% |
| Western Union Co/The | $9.53M | 2.3% |
| Waste Management Inc | $9.53M | 2.3% |
| Global Water Resources, Inc. | $8.97M | 2.2% |
| SPDR Gold Tr | $8.78M | 2.1% |
| Stratasys Ltd | $8.68M | 2.1% |
| Mannkind Corp | $8.19M | 2.0% |
| American Water Works Company, Inc. | $7.79M | 1.9% |
| Warner Bros. Discovery, Inc. | $5.89M | 1.4% |
Activity
Mar 31, 2026
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 2 quarters of holdings.