§ 13F · FUND PROFILE
Lesa Sroufe & Co.
AUM · $140K (13F)Positions · 68Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP COM | 24K | $9K | 6.3% | −5% |
| 2 | NEM | NEWMONT CORP COM | 84K | $8K | 5.6% | +3% |
| 3 | AU | ANGLOGOLD ASHANTI PLC COM SHS | 87K | $7K | 5.0% | +3% |
| 4 | PAAS | PAN AMERN SILVER CORP COM | 151K | $7K | 4.8% | +4% |
| 5 | MTB | M & T BANK CORP | 25K | $6K | 4.3% | −3% |
| 6 | CIB | GRUPO CIBEST SA FSPONSORED ADR 1 ADR REPS 4 ORD SHS | 69K | $5K | 3.9% | +3% |
| 7 | SLV | ISHARES SILVER TRUST ETF | 99K | $5K | 3.8% | +3% |
| 8 | PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | 296K | $5K | 3.4% | +3% |
| 9 | INSW | INTERNATIONAL SEAWAYS INC COM | 62K | $5K | 3.4% | +3% |
| 10 | CX | CEMEX SA EURO MTN BE 144A SPON ADR NEW | 392K | $5K | 3.4% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LESA SIGNAL
AC read
Lesa Sroufe & Co is a Other fund managing $140 thousand in assets. The fund runs a portfolio of 68 positions.
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