Lesa Sroufe & Co: 13F holdings
CIK 14921622026Q2
| Positions | 67 |
|---|
| Reported value | $140.2m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 67 (-1 vs prior quarter) |
|---|
| Reported value | $140.2m (-4.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MSFT MICROSOFT CORP COM | 23,584 | $8.8m | 6.3% |
| NEM NEWMONT CORP COM | 84,044 | $7.8m | 5.6% |
| ANGLOGOLD ASHANTI PLC COM SHS | 86,896 | $7.0m | 5.0% |
| PAAS PAN AMERN SILVER CORP COM | 150,612 | $6.7m | 4.8% |
| MTB M & T BANK CORP | 25,074 | $6.0m | 4.3% |
| CIB GRUPO CIBEST SA FSPONSORED ADR 1 ADR REPS 4 ORD SHS | 68,797 | $5.5m | 3.9% |
| SLV ISHARES SILVER TRUST ETF | 99,461 | $5.3m | 3.8% |
| PBR PETROLEO BRASILEIRO S A SPONSORED ADR | 296,011 | $4.8m | 3.4% |
| INTERNATIONAL SEAWAYS INC COM | 61,628 | $4.7m | 3.4% |
| CX CEMEX SA EURO MTN BE 144A SPON ADR NEW | 391,799 | $4.7m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1492162")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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