account_balance
Investment manager · 13F filer · SEC CIK 1492162
Lesa Sroufe & Co
Reported value$145Kas of Sep 30, 2026
Positions67 4 new, 4 sold out
Top 10 weight47.3%MSFT alone is 8%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp Com
8.3%
NEMNewmont Corp Com
6.4%Trimmed −4%
AUAnglogold Ashanti PLC Com SHS
5.6%
PAASPan Amern Silver Corp Com
4.7%
INSWInternational Seaways Inc Com
4.7%
PBRPetroleo Brasileiro S A Sponsored ADR
4.3%
SLViShares Silver Trust ETF
3.7%
MTBM & T Bank Corp
3.7%Trimmed −3%
HLHecla Mining Company Com
3.0%
FLRFluor Corp Com
3.0%
TTETotalenergies F
2.9%New
RRCRange Res Corp Com
2.6%
MSFTMicrosoft Corp Com
8.3%
NEMNewmont Corp Com
6.4%Trimmed −4%
AUAnglogold Ashanti PLC Com SHS
5.6%
PAASPan Amern Silver Corp Com
4.7%
INSWInternational Seaways Inc Com
4.7%
PBR4.3%SLV3.7%MTB3.7%HL3.0%FLR3.0%TTE2.9%RRC2.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp Com 8.3% HeldNEM Newmont Corp Com 6.4% Trimmed −4%AU Anglogold Ashanti PLC Com SHS 5.6% HeldPAAS Pan Amern Silver Corp Com 4.7% HeldINSW International Seaways Inc Com 4.7% HeldPBR Petroleo Brasileiro S A Sponsored ADR 4.3% HeldSLV iShares Silver Trust ETF 3.7% HeldMTB M & T Bank Corp 3.7% Trimmed −3%HL Hecla Mining Company Com 3.0% HeldFLR Fluor Corp Com 3.0% HeldTTE Totalenergies F 2.9% NewRRC Range Res Corp Com 2.6% Held
What changed