Lesa Sroufe & Co
Top Portfolio Positions
60 positions ·
$140,699,890 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
24,804 | $9,181,696 | 6.53% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
81,467 | $8,818,802 | 6.27% | |
| AU |
AngloGold Ashanti PLC
Basic Materials
|
84,691 | $8,245,515 | 5.86% | |
| PAAS |
Pan American Silver Corp
Basic Materials
|
145,389 | $7,942,601 | 5.65% | |
| SLV |
iShares Silver Trust
|
96,703 | $6,589,342 | 4.68% | |
| PBR |
Petrobras - Petroleo Brasileiro SA
Energy
|
288,150 | $5,979,112 | 4.25% | |
| MTB |
M&T Bank Corp
Financial Services
|
25,874 | $5,348,673 | 3.80% | |
| AA |
Alcoa Corp
Basic Materials
|
77,650 | $5,150,524 | 3.66% | |
| CIB |
Grupo Cibest S.A.
Financial Services
|
66,628 | $4,851,184 | 3.45% | |
| HL |
Hecla Mining Co/De/
Basic Materials
|
248,692 | $4,633,131 | 3.29% |
Portfolio Trend
23 quarters · across all stocks
Holdings in SWBI
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,197,515 | 83,567 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $742,470 | 75,225 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $800,692 | 81,454 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $704,529 | 81,167 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $735,049 | 78,868 | Shares | Sole | 2025-04-18 | |
| 2024-09-30 | $1,135,620 | 87,490 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,256,571 | 87,627 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,520,440 | 87,583 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,191,137 | 87,842 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,114,791 | 86,351 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,140,752 | 87,481 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,114,141 | 90,507 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $764,048 | 88,024 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $931,754 | 89,851 | Shares | Sole | 2022-10-27 | |
| No 13F history on record for this holder in this stock. | ||||||