Lesa Sroufe &
Lesa Sroufe & reported 67 stocks worth $145K in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are MSFT (8.3%), NEM (6.4%) and AU (5.6%). Compared with Q2 2026, the fund opened new positions in TTE, OLN and PLTR, added to FLR, MBLY and SJT, trimmed MSFT, NEM and AU and sold out of BIL, IBM and GE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $12K | 8.3% | 24K | −79 (−0%) | 8 of 8 | |
| 2 |  NEM Newmont Corp | $9K | 6.4% | 81K | −3,532 (−4%) | 8 of 8 | |
| 3 |  AU Anglogold Ashanti PLC | $8K | 5.6% | 86K | −413 (−0%) | 8 of 8 | |
| 4 |  PAAS Pan Amern Silver Corp | $7K | 4.7% | 150K | −680 (−0%) | 8 of 8 | |
| 5 |  INSW International Seaways Inc | $7K | 4.7% | 61K | −350 (−1%) | 8 of 8 | |
| 6 |  PBR Petroleo Brasileiro SA Petro | $6K | 4.3% | 295K | −1,234 (−0%) | 8 of 8 | |
| 7 |  SLV Ishares Silver Trust | $5K | 3.7% | 99K | −586 (−1%) | 8 of 8 | |
| 8 |  MTB M & T BK Corp | $5K | 3.6% | 24K | −800 (−3%) | 8 of 8 | |
| 9 |  HL Hecla Mng Co | $4K | 3.0% | 255K | −1,619 (−1%) | 8 of 8 | |
| 10 |  FLR Fluor Corp New | $4K | 3.0% | 89K | +155 (+0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lesa Sroufe & 13F FAQ
What does Lesa Sroufe & own?
Lesa Sroufe & reported 67 stocks worth $145K in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are MSFT (8.3%), NEM (6.4%) and AU (5.6%). The table above lists every position in the filing (the top 10 without an account).
What did Lesa Sroufe & buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 4 added to, 24 trimmed and 4 sold out. New positions include TTE, OLN and PLTR. It sold all of BIL, IBM and GE.
When will Lesa Sroufe & file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Lesa Sroufe &'s portfolio worth?
The Q3 2026 filing reports $145K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.