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.
TSP Capital Management Group, LLC (CIK 1317208) reported $409.8M across 45 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CDE ($32.6M, 7.97%), BVN ($25.0M, 6.10%), ADEA ($24.3M, 5.93%), TMQ ($24.2M, 5.92%), CIG ($21.8M, 5.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CDE | COEUR MNG INC | $32.6M | 7.97% | 1.7M | Added |
| 2 | BVN | COMPANIA DE MINAS BUENAVENTU | $25.0M | 6.10% | 693,133 | Trimmed |
| 3 | ADEA | ADEIA INC | $24.3M | 5.93% | 1.0M | Added |
| 4 | TMQ | TRILOGY METALS INC NEW | $24.2M | 5.92% | 6.8M | Added |
| 5 | CIG | CIA ENERGETICA DE MINAS GERA | $21.8M | 5.32% | 9.1M | Added |
| 6 | NOK | NOKIA CORP | $20.1M | 4.89% | 2.5M | Added |
| 7 | SLV | ISHARES SILVER TR | $18.1M | 4.40% | 264,925 | Trimmed |
| 8 | CTVA | CORTEVA INC | $17.7M | 4.32% | 211,598 | Added |
| 9 | MLP | MAUI LD & PINEAPPLE INC | $17.0M | 4.14% | 1.1M | Added |
| 10 | CWCO | CONSOLIDATED WATER CO INC | $15.9M | 3.87% | 479,200 | Hold |
| 11 | FCX | FREEPORT MCMORAN INC | $12.6M | 3.07% | 213,925 | Hold |
| 12 | SBSW | SIBANYE STILLWATER LTD | $12.0M | 2.92% | 972,375 | Trimmed |
| 13 | CLDX | CELLDEX THERAPEUTICS INC NEW | $11.9M | 2.90% | 375,127 | Hold |
| 14 | NVAX | NOVAVAX INC | $11.3M | 2.76% | 1.4M | Added |
| 15 | NEM | NEWMONT CORP | $11.3M | 2.75% | 103,966 | Trimmed |
| 16 | MSEX | MIDDLESEX WTR CO | $10.9M | 2.67% | 210,332 | Added |
| 17 | XYL | XYLEM INC | $10.5M | 2.57% | 88,014 | Added |
| 18 | WU | WESTERN UN CO | $9.5M | 2.33% | 1.1M | Added |
| 19 | WM | WASTE MGMT INC DEL | $9.5M | 2.32% | 41,465 | Trimmed |
| 20 | GWRS | GLOBAL WTR RES INC | $9.0M | 2.19% | 1.2M | Added |
| 21 | GLD | SPDR GOLD TR | $8.8M | 2.14% | 20,414 | Trimmed |
| 22 | SSYS | STRATASYS LTD | $8.7M | 2.12% | 1.1M | Added |
| 23 | MNKD | MANNKIND CORP | $8.2M | 2.00% | 3.3M | Added |
| 24 | AWK | AMERICAN WTR WKS CO INC NEW | $7.8M | 1.90% | 57,210 | Added |
| 25 | WBD | WARNER BROS DISCOVERY INC | $5.9M | 1.44% | 214,392 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31