Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lesa Sroufe & Co (CIK 1492162) reported $146.9M across 68 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($9.2M, 6.25%), NEM ($8.8M, 6.00%), AU ($8.2M, 5.61%), PAAS ($7.9M, 5.41%), SLV ($6.6M, 4.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP COM | $9.2M | 6.25% | 24,804 | Added |
| 2 | NEM | NEWMONT CORP COM | $8.8M | 6.00% | 81,467 | Added |
| 3 | AU | ANGLOGOLD ASHANTI PLC COM SHS | $8.2M | 5.61% | 84,691 | Trimmed |
| 4 | PAAS | PAN AMERN SILVER CORP COM | $7.9M | 5.41% | 145,389 | Added |
| 5 | SLV | ISHARES SILVER TRUST ETF | $6.6M | 4.49% | 96,703 | Trimmed |
| 6 | PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | $6.0M | 4.07% | 288,150 | Trimmed |
| 7 | MTB | M & T BANK CORP | $5.3M | 3.64% | 25,874 | Added |
| 8 | AA | ALCOA CORP COM | $5.2M | 3.51% | 77,650 | Added |
| 9 | CIB | GRUPO CIBEST SA FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $4.9M | 3.30% | 66,628 | New |
| 10 | HL | HECLA MINING COMPANY COM | $4.6M | 3.15% | 248,692 | Trimmed |
| 11 | RRC | RANGE RES CORP COM | $4.5M | 3.10% | 100,708 | Added |
| 12 | CX | CEMEX SA EURO MTN BE 144A SPON ADR NEW | $4.4M | 2.96% | 380,698 | Added |
| 13 | INSW | INTERNATIONAL SEAWAYS INC COM | $4.3M | 2.96% | 59,688 | Added |
| 14 | TTFNF | TOTALENERGIES F | $4.4M | 2.96% | 47,819 | Added |
| 15 | NTR | NUTRIEN LTD COM | $3.9M | 2.67% | 52,002 | Added |
| 16 | BG | BUNGE GLOBAL SA COM SHS | $3.8M | 2.57% | 29,706 | Added |
| 17 | VIV | TELEFONICA BRASIL S. F SPONSORED ADR 1 ADR | $3.6M | 2.48% | 229,279 | Added |
| 18 | PSQ | PROSHARES SHORT QQQ ETF | $3.5M | 2.38% | 108,715 | Added |
| 19 | BKH | BLACK HILLS CORP COM | $3.3M | 2.21% | 46,831 | Added |
| 20 | ALK | ALASKA AIR GROUP INC | $3.1M | 2.11% | 84,233 | Added |
| 21 | INVX | INNOVEX INTERNATIONAL INC COM | $3.0M | 2.04% | 122,788 | Added |
| 22 | AMGN | AMGEN INC COM | $3.0M | 2.03% | 8,490 | Hold |
| 23 | TPC | TUTOR PERINI CORP COM | $2.9M | 1.99% | 37,787 | Trimmed |
| 24 | FLR | FLUOR CORP COM | $2.9M | 1.97% | 62,166 | Added |
| 25 | HE | HAWAIIAN ELEC INDS INC MTN BE COM | $2.9M | 1.96% | 193,981 | Added |
Source: SEC Form 13F filings · as of 2026-03-31