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TSP Capital Management Group, LLC

Portfolio Manager
TSP Capital Management Group, LLC
Performance
+3.77% (2026 Q1)
AUM (13F)
$409.84M
# of Holdings
45
Performance Rank
Allocation (Top 20)
79.34%

TSP Capital Management Group, LLC Holdings Map

Top 45 TSP Capital Management Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CDE
COEUR MNG INC
7.97%1.74M$32.6M
+311.33%(+1.32M)
2025-Q1: 709.9K shares2025-Q2: 656.1K shares2025-Q3: 436.1K shares2025-Q4: 422.9K shares2026-Q1: 1.74M shares
$14.77(+17.15%)
2026-03-31
BVN
COMPANIA DE MINAS BUENAVENTU
6.1%693.1K$25.0M
-16.22%(-134.24K)
2025-Q1: 1.01M shares2025-Q2: 1.00M shares2025-Q3: 1.00M shares2025-Q4: 827.4K shares2026-Q1: 693.1K shares
$11.50(+158.35%)
2026-03-31
ADEA
ADEIA INC
5.93%1.01M$24.3M
+0.14%(+1.43K)
2025-Q1: 1.00M shares2025-Q2: 997.5K shares2025-Q3: 1.00M shares2025-Q4: 1.01M shares2026-Q1: 1.01M shares
$8.50(+243.46%)
2026-03-31
TMQ
TRILOGY METALS INC NEW
5.92%6.75M$24.2M
+0.35%(+23.50K)
2025-Q1: 5.22M shares2025-Q2: 6.15M shares2025-Q3: 6.71M shares2025-Q4: 6.73M shares2026-Q1: 6.75M shares
$1.41(+142.70%)
2026-03-31
CIG
CIA ENERGETICA DE MINAS GERA
5.32%9.12M$21.8M
+0.78%(+70.66K)
2025-Q1: 9.19M shares2025-Q2: 9.13M shares2025-Q3: 9.13M shares2025-Q4: 9.05M shares2026-Q1: 9.12M shares
$2.10(-0.52%)
2026-03-31
NOK
NOKIA CORP
4.89%2.50M$20.1M
+1.16%(+28.60K)
2025-Q1: 2.28M shares2025-Q2: 2.27M shares2025-Q3: 2.47M shares2025-Q4: 2.47M shares2026-Q1: 2.50M shares
$3.79(+218.61%)
2026-03-31
SLV
ISHARES SILVER TR
4.4%264.9K$18.1M
-34.63%(-140.35K)
2025-Q1: 468.1K shares2025-Q2: 465.9K shares2025-Q3: 412.5K shares2025-Q4: 405.3K shares2026-Q1: 264.9K shares
$15.37(+257.99%)
2026-03-31
CTVA
CORTEVA INC
4.32%211.6K$17.7M
+0.00%(+6)
2025-Q1: 215.3K shares2025-Q2: 215.1K shares2025-Q3: 213.7K shares2025-Q4: 211.6K shares2026-Q1: 211.6K shares
$28.28(+203.37%)
2026-03-31
MLP
MAUI LD & PINEAPPLE INC
4.14%1.10M$17.0M
+0.32%(+3.56K)
2025-Q1: 1.10M shares2025-Q2: 1.10M shares2025-Q3: 1.10M shares2025-Q4: 1.10M shares2026-Q1: 1.10M shares
$288.04(-93.92%)
2026-03-31
CWCO
CONSOLIDATED WATER CO INC
3.87%479.2K$15.9M
+0.00%(+0)
2025-Q1: 485.2K shares2025-Q2: 486.2K shares2025-Q3: 484.7K shares2025-Q4: 479.2K shares2026-Q1: 479.2K shares
$12.80(+129.96%)
2026-03-31

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