DOSSIER · 13F-HR · Q1 2026

Lesa Sroufe & Co

$147M in tracked AUM across 69 positions as of Q1 2026.

LS
CIK 0001492162 · last filed Mar 31, 2026
Total AUM
$147M
as of Q1 2026
Holdings
69
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Lesa Sroufe & Co filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP COM
$9M25K6.3%
02
NEM
NEWMONT CORP COM
$9M81K6.0%
03
G0378L100
ANGLOGOLD ASHANTI PLC COM SHS
$8M85K5.6%
04
PAAS
PAN AMERN SILVER CORP COM
$8M145K5.4%
05
SLV
ISHARES SILVER TRUST ETF
$7M97K4.5%
06
PBR
PETROLEO BRASILEIRO S A SPONSORED ADR
$6M288K4.1%
07
MTB
M & T BANK CORP
$5M26K3.6%
08
AA
ALCOA CORP COM
$5M78K3.5%
09
CIB
GRUPO CIBEST SA FSPONSORED ADR 1 ADR REPS 4 ORD SHS
$5M67K3.3%
10
HL
HECLA MINING COMPANY COM
$5M249K3.2%

Filing history

2026Q1Mar 31
$147M 9.4%
69 positionsView →
2025Q4Dec 31
$134M 8.5%
69 positionsView →
2025Q3Sep 30
$124M 13.7%
69 positionsView →
2025Q2Jun 30
$109M 8.6%
70 positionsLocked
2025Q1Mar 31
$100M 6.5%
73 positionsLocked
2024Q3Sep 30
$107M 4.1%
74 positionsLocked
2024Q2Jun 30
$103M 3.7%
71 positionsLocked
2024Q1Mar 31
$107M 9.0%
74 positionsLocked
2023Q4Dec 31
$98M 5.1%
65 positionsLocked
2023Q3Sep 30
$93M 0.5%
66 positionsLocked
2023Q2Jun 30
$94M 5.3%
67 positionsLocked
2023Q1Mar 31
$99M 109582.8%
71 positionsLocked
Showing 12 of 60