Lesa Sroufe & Co
CIK 0001492162 · SEATTLE, WA · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$140.2K
2026 Q2
Positions
67
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
43.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
MSFT
MICROSOFT CORP COM
6.3%
NEM
NEWMONT CORP COM
5.6%
AU
ANGLOGOLD ASHANTI PLC COM SHS
5.0%
PAAS
PAN AMERN SILVER CORP COM
4.8%
MTB
M & T BANK CORP
4.3%
CIB
GRUPO CIBEST SA FSPONSORED ADR 1 ADR REPS 4 ORD SHS
3.9%
SLV
ISHARES SILVER TRUST ETF
3.8%
PBR
PETROLEO BRASILEIRO S A SPONSORED ADR
3.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.