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Lesa Sroufe & Co

Portfolio Manager
Lesa Sroufe & Co
Performance
+8.76% (2026 Q1)
AUM (13F)
$146.90M
# of Holdings
68
Performance Rank
Allocation (Top 20)
71.83%

Lesa Sroufe & Co Holdings Map

Top 50 Lesa Sroufe & Co Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
MICROSOFT CORP COM
6.25%24.8K$9.2M
+22.32%(+4.53K)
2025-Q1: 20.4K shares2025-Q2: 20.4K shares2025-Q3: 20.4K shares2025-Q4: 20.3K shares2026-Q1: 24.8K shares
$120.67(+223.60%)
2026-03-31
NEM
NEWMONT CORP COM
6%81.5K$8.8M
+0.99%(+802)
2025-Q1: 79.2K shares2025-Q2: 80.6K shares2025-Q3: 80.7K shares2025-Q4: 80.7K shares2026-Q1: 81.5K shares
$50.40(+92.52%)
2026-03-31
AU
ANGLOGOLD ASHANTI PLC COM SHS
5.61%84.7K$8.2M
-2.55%(-2.22K)
2025-Q1: 125.4K shares2025-Q2: 127.8K shares2025-Q3: 85.9K shares2025-Q4: 86.9K shares2026-Q1: 84.7K shares
$18.12(+367.26%)
2026-03-31
PAAS
PAN AMERN SILVER CORP COM
5.41%145.4K$7.9M
+1.62%(+2.31K)
2025-Q1: 192.2K shares2025-Q2: 195.8K shares2025-Q3: 196.4K shares2025-Q4: 143.1K shares2026-Q1: 145.4K shares
$16.29(+184.15%)
2026-03-31
SLV
ISHARES SILVER TRUST ETF
4.49%96.7K$6.6M
-0.54%(-527)
2025-Q1: 125.7K shares2025-Q2: 127.2K shares2025-Q3: 133.2K shares2025-Q4: 97.2K shares2026-Q1: 96.7K shares
$16.74(+228.64%)
2026-03-31
PBR
PETROLEO BRASILEIRO S A SPONSORED ADR
4.07%288.1K$6.0M
-0.16%(-450)
2025-Q1: 341.7K shares2025-Q2: 343.0K shares2025-Q3: 314.0K shares2025-Q4: 288.6K shares2026-Q1: 288.1K shares
$10.92(+47.53%)
2026-03-31
MTB
M & T BANK CORP
3.64%25.9K$5.3M
+15.44%(+3.46K)
2025-Q1: 22.9K shares2025-Q2: 22.9K shares2025-Q3: 22.9K shares2025-Q4: 22.4K shares2026-Q1: 25.9K shares
$93.55(+155.34%)
2026-03-31
AA
ALCOA CORP COM
3.51%77.7K$5.2M
+1.59%(+1.22K)
2025-Q1: 37.1K shares2025-Q2: 75.2K shares2025-Q3: 75.5K shares2025-Q4: 76.4K shares2026-Q1: 77.7K shares
$29.69(+63.98%)
2026-03-31
CIB
GRUPO CIBEST SA FSPONSORED ADR 1 ADR REPS 4 ORD SHS
3.3%66.6K$4.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 66.6K shares
$68.21(+16.04%)
2026-03-31
HL
HECLA MINING COMPANY COM
3.15%248.7K$4.6M
-47.44%(-224.48K)
2025-Q1: 455.7K shares2025-Q2: 468.9K shares2025-Q3: 472.5K shares2025-Q4: 473.2K shares2026-Q1: 248.7K shares
$4.45(+267.33%)
2026-03-31

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