Lesa Sroufe & Co
69 holdingsFiling period: 2026-03-31Current AUM: $144.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP COM | 24.8K | $9.2M | $11.5M | 7.96% | +4.5K | 2026-03-31 |
| 2 | NEM | NEWMONT CORP COM | 81.5K | $8.8M | $7.6M | 5.27% | +802 | 2026-03-31 |
| 3 | — | ANGLOGOLD ASHANTI PLC COM SHS | 84.7K | $8.2M | $8.2M | 5.69% | -- | 2026-03-31 |
| 4 | PAAS | PAN AMERN SILVER CORP COM | 145.4K | $7.9M | $6.3M | 4.33% | +2.3K | 2026-03-31 |
| 5 | SLV | ISHARES SILVER TRUST ETF | 96.7K | $6.6M | $5.1M | 3.49% | -- | 2026-03-31 |
| 6 | PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | 288.1K | $6.0M | $5.6M | 3.86% | -- | 2026-03-31 |
| 7 | MTB | M & T BANK CORP | 25.9K | $5.3M | $6.4M | 4.40% | -- | 2026-03-31 |
| 8 | AA | ALCOA CORP COM | 77.7K | $5.2M | $3.5M | 2.43% | +1.2K | 2026-03-31 |
| 9 | CIB | GRUPO CIBEST SA FSPONSORED ADR 1 ADR REPS 4 ORD SHS | 66.6K | $4.9M | $6.2M | 4.25% | -- | 2026-03-31 |
| 10 | HL | HECLA MINING COMPANY COM | 248.7K | $4.6M | $3.5M | 2.42% | -224,477 | 2026-03-31 |
| 11 | RRC | RANGE RES CORP COM | 100.7K | $4.5M | $4.0M | 2.79% | -- | 2026-03-31 |
| 12 | CX | CEMEX SA EURO MTN BE 144A SPON ADR NEW | 380.7K | $4.4M | $4.5M | 3.11% | +4.7K | 2026-03-31 |
| 13 | — | TOTALENERGIES F | 47.8K | $4.4M | $4.4M | 3.00% | -- | 2026-03-31 |
| 14 | — | INTERNATIONAL SEAWAYS INC COM | 59.7K | $4.3M | $4.3M | 3.00% | -- | 2026-03-31 |
| 15 | NTR | NUTRIEN LTD COM | 52.0K | $3.9M | $3.6M | 2.48% | -- | 2026-03-31 |
| 16 | — | BUNGE GLOBAL SA COM SHS | 29.7K | $3.8M | $3.8M | 2.61% | -- | 2026-03-31 |
| 17 | VIV | TELEFONICA BRASIL S. F SPONSORED ADR 1 ADR | 229.3K | $3.6M | $3.0M | 2.04% | -- | 2026-03-31 |
| 18 | PSQ | PROSHARES SHORT QQQ ETF | 108.7K | $3.5M | $2.9M | 2.01% | -- | 2026-03-31 |
| 19 | BKH | BLACK HILLS CORP COM | 46.8K | $3.3M | $3.3M | 2.30% | +574 | 2026-03-31 |
| 20 | ALK | ALASKA AIR GROUP INC | 84.2K | $3.1M | $4.0M | 2.76% | +47.9K | 2026-03-31 |
| 21 | INVX | INNOVEX INTERNATIONAL INC COM | 122.8K | $3.0M | $3.4M | 2.38% | +1.3K | 2026-03-31 |
| 22 | AMGN | AMGEN INC COM | 8.5K | $3.0M | $3.3M | 2.26% | -- | 2026-03-31 |
| 23 | TPC | TUTOR PERINI CORP COM | 37.8K | $2.9M | $3.2M | 2.18% | -34,710 | 2026-03-31 |
| 24 | FLR | FLUOR CORP COM | 62.2K | $2.9M | $3.1M | 2.15% | +772 | 2026-03-31 |
| 25 | HE | HAWAIIAN ELEC INDS INC MTN BE COM | 194.0K | $2.9M | $2.5M | 1.73% | +3.2K | 2026-03-31 |
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