Lesa Sroufe & Co
Annual return
—
SPY
—
Alpha
—
Invested
$147K
Holdings
67
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSFT
MICROSOFT CORP COM
Q1 2026: Increased +22.3% (20.3k → 24.8k shares)
6.3%
02
$NEM
NEWMONT CORP COM
Q1 2026: Increased +1.0% (80.7k → 81.5k shares)
6.0%
03
$AU
ANGLOGOLD ASHANTI PLC COM SHS
Q1 2026: Sold 2.5% (86.9k → 84.7k shares)
5.6%
04
$PAAS
PAN AMERN SILVER CORP COM
Q1 2026: Increased +1.6% (143.1k → 145.4k shares)
5.4%
05
$SLV
ISHARES SILVER TRUST ETF
Q1 2026: Sold 0.5% (97.2k → 96.7k shares)
4.5%
06
$PBR
PETROLEO BRASILEIRO S A SPONSORED ADR
Q4 2025: New position (288.6k shares)
4.1%
07
$MTB
M & T BANK CORP
Q1 2026: Increased +15.4% (22.4k → 25.9k shares)
3.6%
08
$AA
ALCOA CORP COM
Q1 2026: Increased +1.6% (76.4k → 77.7k shares)
3.5%
09
$CIB
GRUPO CIBEST SA FSPONSORED ADR 1 ADR REPS 4 ORD SHS
Q1 2026: New position (66.6k shares)
3.3%
10
$HL
HECLA MINING COMPANY COM
Q1 2026: Sold 47.4% (473.2k → 248.7k shares)
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 15:39 UTC.