Lesa Sroufe & Co 13F Holdings
CIK 0001492162 · SEATTLE, WA
As of Sep 30, 2025, Lesa Sroufe & Co reported 69 positions worth
CIK 0001492162 · SEATTLE, WA
As of Sep 30, 2025, Lesa Sroufe & Co reported 69 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 20,376 | 0.6K | 8.53% |
| PAN AMERICAN SILVER CORP | PAAS | Basic Materials | 196,390 | $7.6K | 6.14% |
| NEWMONT CORP | NEM | Basic Materials | 80,679 | $6.8K | 5.49% |
| ANGLOGOLD ASHANTI PLC F | AU | Basic Materials | 85,898 | $6.0K | 4.88% |
| HECLA MINING CO | HL | Basic Materials | 472,476 | $5.7K | 4.62% |
| ISHARES SILVER TRUST ETF IV | SLV | — | 133,150 | $5.6K | 4.56% |
| TUTOR PERINI CORP | TPC | Industrials | 71,171 | $4.7K | 3.77% |
| M & T BK CORP COM | MTB | Financial Services | 22,853 | $4.5K | 3.65% |
| PETROLEO BRASILEIRO F SPONSORE | PBR | Energy | 314,018 | $4.0K | 3.21% |
| RANGE RESOURCES CORP DEL | RRC | Energy | 97,930 | $3.7K | 2.98% |
| CEMEX SAB DE CV | CX | Basic Materials | 374,626 | $3.4K | 2.72% |
| NUTRIEN LTD | NTR | Basic Materials | 50,569 | $3.0K | 2.40% |
| TELEFONICA BRASIL S. F SPONSOR | VIV | Communication Services | 224,116 | $2.9K | 2.31% |
| BLACK HILLS CORP | BKH | Utilities | 45,833 | $2.8K | 2.28% |
| LAZARD INC | LAZ | Financial Services | 52,836 | $2.8K | 2.25% |
| International Seaways | — | — | 59,051 | $2.7K | 2.20% |
| TOTALENERGIES SE SPONSORED ADS | TTE | Energy | 45,556 | $2.7K | 2.20% |
| FLUOR CORP | FLR | Industrials | 60,154 | $2.5K | 2.04% |
| ALCOA CORP | AA | Basic Materials | 75,504 | $2.5K | 2.01% |
| AMGEN INC | AMGN | Healthcare | 8,490 | $2.4K | 1.94% |
| BUNGE LTD | BG | Consumer Defensive | 29,016 | $2.4K | 1.90% |
| NORTHWESTERN ENERGY GROUP INC | NWE | Utilities | 39,731 | $2.3K | 1.88% |
| INNOVEX INTERNATIONAL INC | INVX | Energy | 114,980 | $2.1K | 1.72% |
| HAWAIIAN ELECTRIC INDUSTRIES INC | HE | Utilities | 190,666 | $2.1K | 1.70% |
| SAN JUAN BASIN RTY TR | SJT | — | 339,978 | $2.1K | 1.66% |