§ 13F · FUND PROFILE
Lesa Sroufe & Co.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $124K (13F)Positions · 69Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$68K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP COM | 25K | $9K | 6.3% | +22% |
| 2 | NEM | NEWMONT CORP COM | 81K | $9K | 6.0% | +1% |
| 3 | AU | ANGLOGOLD ASHANTI PLC COM SHS | 85K | $8K | 5.6% | NEW |
| 4 | PAAS | PAN AMERN SILVER CORP COM | 145K | $8K | 5.4% | +2% |
| 5 | SLV | ISHARES SILVER TRUST ETF | 97K | $7K | 4.5% | NEW |
| 6 | PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | 288K | $6K | 4.1% | NEW |
| 7 | MTB | M & T BANK CORP | 26K | $5K | 3.6% | NEW |
| 8 | AA | ALCOA CORP COM | 78K | $5K | 3.5% | +2% |
| 9 | CIB | GRUPO CIBEST SA FSPONSORED ADR 1 ADR REPS 4 ORD SHS | 67K | $5K | 3.3% | NEW |
| 10 | HL | HECLA MINING COMPANY COM | 249K | $5K | 3.2% | −47% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LESA SIGNAL
AC read
Lesa Sroufe & Co is a Other fund managing $124 thousand in assets. The fund runs a portfolio of 69 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed