§ 13F · FUND PROFILE
TSP Capital Management Group, LLC.
AUM · $418M (13F)Positions · 43Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ADEA | ADEIA INC | 886K | $29M | 7.0% | −12% |
| 2 | CDE | COEUR MNG INC | 1.74M | $28M | 6.8% | ±0% |
| 3 | NOK | NOKIA CORP | 2.06M | $27M | 6.5% | −18% |
| 4 | TMQ | TRILOGY METALS INC NEW | 6.78M | $24M | 5.7% | ±0% |
| 5 | BVN | COMPANIA DE MINAS BUENAVENTU | 692K | $20M | 4.9% | ±0% |
| 6 | MLP | MAUI LD & PINEAPPLE INC | 1.10M | $20M | 4.7% | ±0% |
| 7 | CIG | CIA ENERGETICA DE MINAS GERA | 9.12M | $19M | 4.6% | ±0% |
| 8 | CTVA | CORTEVA INC | 212K | $18M | 4.3% | ±0% |
| 9 | MNKD | MANNKIND CORP | 3.97M | $17M | 4.0% | +19% |
| 10 | SLV | ISHARES SILVER TR | 265K | $14M | 3.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TSP SIGNAL
AC read
TSP Capital Management Group, LLC is a Other fund managing $418 million in assets. The fund runs a portfolio of 43 positions.
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