TSP Capital Management Group, LLC
TSP Capital Management Group, LLC reported 43 positions worth $418.0M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: ADEA (7.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ADEA | SH | $29.2M | 6.98% | 885,551 | — | — | |
| ▸ 2 | CDE | SH | $28.3M | 6.78% | 1,736,886 | — | — | |
| ▸ 3 | NOK | SH | $27.3M | 6.53% | 2,056,442 | — | — | |
| ▸ 4 | TMQ | SH | $23.8M | 5.69% | 6,777,100 | — | — | |
| ▸ 5 | BVN | SH | $20.3M | 4.85% | 692,369 | — | — | |
| ▸ 6 | MLP | SH | $19.5M | 4.67% | 1,098,901 | — | — | |
| ▸ 7 | CIG | SH | $19.2M | 4.58% | 9,123,551 | — | — | |
| ▸ 8 | CTVA | SH | $17.9M | 4.29% | 211,579 | — | — | |
| ▸ 9 | MNKD | SH | $16.9M | 4.05% | 3,972,675 | — | — | |
| ▸ 10 | SLV | SH | $14.2M | 3.39% | 264,925 | — | — |
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Frequently Asked Questions
What stocks does TSP Capital Management Group, LLC hold as of Q2 2026?
TSP Capital Management Group, LLC reported 43 positions worth $418.0M in its Q2 2026 13F filing. Largest positions: ADEA (7.0%), CDE (6.8%), NOK (6.5%), TMQ (5.7%) and BVN (4.9%).
What did TSP Capital Management Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did TSP Capital Management Group, LLC sell in Q2 2026?
No previous quarter is available yet.
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.