Institutions / Lesa Sroufe & Co

Lesa Sroufe & Co

CIK 1492162 · Institution · as of Dec 31, 2025
Portfolio value
$134.3K
Positions
69
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 69 →
CompanyClassValueShares% of portfolio
Microsoft Corp$9.8K20,2787.3%
Hecla Mining CO/DE$9.1K473,1696.8%
Newmont Corp$8.1K80,6656.0%
Pan Amern Silver Corp F$7.4K143,0755.5%
Anglogold Ashanti PLC F$7.4K86,9105.5%
iShares Silver Trust ETF$6.3K97,2304.7%
Tutor Perini Corp$4.9K72,4973.6%
M&T Bk Corp$4.5K22,4143.4%
Cemex Sab de CvCXADR$4.3K376,0173.2%
Alcoa Corp$4.1K76,4353.0%
Range Resources Corp$3.4K97,4982.6%
Petroleo Brasileiro SA F Spons$3.4K288,6002.5%
Black Hills Corp$3.2K46,2572.4%
Nutrien Ltd F$3.2K51,0812.3%
Totalenergies F$3.1K47,1852.3%
International Seaways Inc$2.9K58,8342.1%
Amgen Inc$2.8K8,4902.1%
Telefonica Brasil SA F Sponsor$2.7K224,2332.0%
Innovex International, Inc.$2.7K121,5352.0%
Bunge Global SA F$2.6K29,2061.9%
NorthWestern Energy Group, Inc.$2.6K40,1941.9%
Lazard Inc$2.6K52,8341.9%
Nokia Corp F Sponsored Adr 1 a$2.5K383,1981.8%
Fluor Corp$2.4K61,3941.8%
Hawaiian Electric Industries Inc$2.3K190,8271.7%

Activity

Dec 31, 2025
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 1 quarter of holdings.