Lesa Sroufe & Co Diversified Active

Location: Seattle, WA

CIK: 0001492162 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 6, 2020

Total Value: $75.27M (100.0% shares, 0.0% debt)

Holdings (61)

MSFT MICROSOFT CORP 7.7%
Value $5.8M Shares 28,501 Est. Cost $51.56 Unrealized +235.6%
NEM NEWMONT MINING CORP 6.2%
Value $4.699M Shares 76,108 Est. Cost $20.32 Unrealized +145.4%
PAAS PAN AMERICAN SILVER F 5.8%
Value $4.381M Shares 144,161 Est. Cost $12.67 Unrealized +87.2%
ISHARES SILVER TRUST ETF 3.5%
Value $2.653M Shares 155,953 Est. Cost $14.23 Unrealized
PROSHARES SHORT S&P 500 ETF NE 3.4%
Value $2.529M Shares 113,099 Est. Cost $30.12 Unrealized
M & T BANK CORP 3.3%
Value $2.466M Shares 23,723 Est. Cost $161.94 Unrealized
CERS CERUS CORP 3.1%
Value $2.357M Shares 357,113 Est. Cost $5.16 Unrealized +11.0%
ANGLOGOLD ASHANTI F SPONSORED 3.1%
Value $2.345M Shares 79,519 Est. Cost $10.98 Unrealized
CHINA MOBILE LTD F SPONSORED A 3.1%
Value $2.339M Shares 69,526 Est. Cost $49.88 Unrealized
TELEFONICA BRASIL SA 3.1%
Value $2.324M Shares 262,345 Est. Cost $9.73 Unrealized
PETROLEO BRASILEIRO F SPONSORE 2.9%
Value $2.163M Shares 261,510 Est. Cost $8.27 Unrealized
FLEXTRONICS INTL LTD F 2.8%
Value $2.1M Shares 204,922 Est. Cost $16.31 Unrealized
ORANY ORANGE SA F SPONSORED ADR 1 AD 2.7%
Value $2.046M Shares 171,910 Est. Cost $12.60 Unrealized
AMGN AMGEN INCORPORATED 2.7%
Value $2.002M Shares 8,490 Est. Cost $144.43 Unrealized +32.7%
NUTRIEN LTD 2.7%
Value $1.996M Shares 62,177 Est. Cost $47.26 Unrealized
SCHNITZER STL INDS CLASS A 2.6%
Value $1.991M Shares 112,872 Est. Cost $22.28 Unrealized
LAZARD LTD LP 2.5%
Value $1.854M Shares 64,773 Est. Cost $45.86 Unrealized
SPDR BLOOMBERG BARCLAYS 1-3 MO 2.3%
Value $1.709M Shares 18,675 Est. Cost $91.58 Unrealized
NOK NOKIA CORP SPON F SPONSORED AD 2.2%
Value $1.681M Shares 382,095 Est. Cost $5.02 Unrealized
BUNGE LIMITED F 2.0%
Value $1.508M Shares 36,657 Est. Cost $56.44 Unrealized
TOTAL S A F SPONSORED ADR 1 AD 2.0%
Value $1.485M Shares 38,613 Est. Cost $49.58 Unrealized
HAWAIIAN HOLDINGS INC 1.9%
Value $1.439M Shares 102,465 Est. Cost $10.44 Unrealized
WMK WEIS MARKETS, INC 1.9%
Value $1.426M Shares 28,453 Est. Cost $32.80 Unrealized +36.1%
AA ALCOA CORP 1.9%
Value $1.412M Shares 125,647 Est. Cost $21.86 Unrealized -60.9%
BANCO BILBAO ARGEN F SPONSORED 1.8%
Value $1.347M Shares 396,056 Est. Cost $7.62 Unrealized
EMBRAER SA 1.8%
Value $1.32M Shares 220,755 Est. Cost $13.73 Unrealized
PROSHARES SHORT QQQ 1.7%
Value $1.252M Shares 65,875 Est. Cost $19.01 Unrealized
HL HECLA MINING CO 1.6%
Value $1.24M Shares 379,075 Est. Cost $2.68 Unrealized 0.0%
BP BP PLC F SPONSORED ADR 1 ADR R 1.5%
Value $1.123M Shares 48,173 Est. Cost $48.01 Unrealized
TPC TUTOR PERINI CORP 1.5%
Value $1.092M Shares 89,617 Est. Cost $16.62 Unrealized -46.2%
DAKT DAKTRONICS INC 1.3%
Value $1.007M Shares 231,555 Est. Cost $7.76 Unrealized -43.1%
DIANA SHIPPING INC F 1.3%
Value $967K Shares 644,680 Est. Cost $2.94 Unrealized
FLR FLUOR CORP 0.9%
Value $699K Shares 57,869 Est. Cost $39.65 Unrealized -73.5%
MCD MCDONALD'S CORP 0.8%
Value $588K Shares 3,188 Est. Cost $136.64 Unrealized +17.8%
PEP PEPSICO INCORPORATED 0.7%
Value $493K Shares 3,727 Est. Cost $89.25 Unrealized +24.1%
PG PROCTER & GAMBLE 0.7%
Value $493K Shares 4,125 Est. Cost $67.87 Unrealized +49.6%
JNJ JOHNSON & JOHNSON 0.6%
Value $461K Shares 3,281 Est. Cost $108.12 Unrealized +14.9%
AMZN AMAZON COM INC 0.6%
Value $450K Shares 163 Est. Cost $77.18 Unrealized +56.5%
WALGREENS BOOTS ALLIANCE INC 0.6%
Value $432K Shares 10,189 Est. Cost $65.46 Unrealized
MERCK & CO INC 0.5%
Value $394K Shares 5,100 Est. Cost $54.79 Unrealized
UNITEDHEALTH GROUP INC 0.5%
Value $375K Shares 1,270 Est. Cost $216.23 Unrealized
CVS CVS HEALTH CORP 0.5%
Value $354K Shares 5,450 Est. Cost $54.56 Unrealized -3.6%
BKUTK BANK OF UTICA N Y 0.5%
Value $352K Shares 1,000 Est. Cost $267.19 Unrealized +6.1%
AAPL APPLE INC 0.4%
Value $333K Shares 912 Est. Cost $25.91 Unrealized +189.9%
AMERISERV FINANCIAL 0.4%
Value $306K Shares 100,000 Est. Cost $4.15 Unrealized
SPDR GOLD SHARES ETF 0.4%
Value $303K Shares 1,810 Est. Cost $118.23 Unrealized
DIS WALT DISNEY CO 0.4%
Value $274K Shares 2,456 Est. Cost $103.00 Unrealized +4.7%
1/100 BERKSHIRE HTWY CLA 100 S 0.4%
Value $267K Shares 100 Est. Cost $2130.00 Unrealized
SYY SYSCO CORP 0.3%
Value $261K Shares 4,781 Est. Cost $49.25 Unrealized -8.3%
OMER OMEROS CORP 0.3%
Value $261K Shares 17,735 Est. Cost $9.70 Unrealized +54.0%
SCHX SCHWAB US LARGE CAP ETF 0.3%
Value $259K Shares 3,495 Est. Cost $69.82 Unrealized
ABBVIE INC 0.3%
Value $253K Shares 2,576 Est. Cost $98.21 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.3%
Value $247K Shares 4,204 Est. Cost $45.43 Unrealized +5.5%
CISCO SYSTEMS INC 0.3%
Value $238K Shares 5,108 Est. Cost $42.91 Unrealized
TMO THERMO FISHER SCNTFC 0.3%
Value $234K Shares 646 Est. Cost $330.32 Unrealized 0.0%
BA BOEING CO 0.3%
Value $227K Shares 1,237 Est. Cost $153.71 Unrealized 0.0%
BRT BRT APARTMENTS CORP 0.3%
Value $216K Shares 20,000 Est. Cost $7.00 Unrealized
CVX CHEVRON CORPORATION 0.3%
Value $201K Shares 2,255 Est. Cost $69.83 Unrealized 0.0%
ISHARES GOLD ETF 0.2%
Value $171K Shares 10,050 Est. Cost $11.94 Unrealized
SOUTHWESTERN ENERGY CO 0.1%
Value $38,000 Shares 14,790 Est. Cost $1.69 Unrealized
AR ANTERO RESOURCES CORP 0.0%
Value $34,000 Shares 13,510 Est. Cost $1.67 Unrealized +56.7%