StockDriftsStockDriftsTop 50 Lesa Sroufe & Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP COM | 6.27% | 23.6K | $8.8M | -4.92%(-1.22K) | $120.67(+316.64%) | 2026-06-30 | |
| NEM | NEWMONT CORP COM | 5.6% | 84.0K | $7.8M | +3.16%(+2.58K) | $51.87(+127.41%) | 2026-06-30 | |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | 5.01% | 86.9K | $7.0M | +2.60%(+2.21K) | $19.83(+390.83%) | 2026-06-30 | |
| PAAS | PAN AMERN SILVER CORP COM | 4.81% | 150.6K | $6.7M | +3.59%(+5.22K) | $17.39(+198.52%) | 2026-06-30 | |
| MTB | M & T BANK CORP | 4.26% | 25.1K | $6.0M | -3.09%(-800) | $93.55(+169.54%) | 2026-06-30 | |
| CIB | GRUPO CIBEST SA FSPONSORED ADR 1 ADR REPS 4 ORD SHS | 3.9% | 68.8K | $5.5M | +3.26%(+2.17K) | $68.41(+44.46%) | 2026-06-30 | |
| SLV | ISHARES SILVER TRUST ETF | 3.79% | 99.5K | $5.3M | +2.85%(+2.76K) | $17.90(+229.53%) | 2026-06-30 | |
| PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | 3.41% | 296.0K | $4.8M | +2.73%(+7.86K) | $11.12(+64.24%) | 2026-06-30 | |
| INSW | INTERNATIONAL SEAWAYS INC COM | 3.37% | 61.6K | $4.7M | +3.25%(+1.94K) | $20.39(+333.71%) | 2026-06-30 | |
| CX | CEMEX SA EURO MTN BE 144A SPON ADR NEW | 3.35% | 391.8K | $4.7M | +2.92%(+11.10K) | $5.15(+117.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.02% | +86.19% | +23.20% | +183.83% |
| Top 20 Holdings Unweighted | +24.46% | +92.77% | +25.31% | +208.94% |
Lesa Sroufe & Co reports $140.21M in US-listed equity holdings across 67 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (6.3%), NEM (5.6%) and AU (5.0%). The top 20 holdings account for 71.21% of reported assets. Its disclosed equity book has returned +86.19% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lesa Sroufe & Co’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1492162). View Lesa Sroufe & Co’s 13F filings on SEC