Lesa Sroufe & Co Diversified Active

Location: Seattle, WA

CIK: 0001492162 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 20, 2023

Total Value: $93.7M

Holdings (67)

MSFT MICROSOFT CORP 9.5%
Value $8.888M Shares 26,101 Est. Cost $51.56 Unrealized +495.8%
RANGE RESOURCES CORP 4.1%
Value $3.81M Shares 129,577 Est. Cost $19.34 Unrealized
PETROLEO BRASILEIRO SPONSORED 3.8%
Value $3.548M Shares 256,571 Est. Cost $8.73 Unrealized
NUTRIEN LTD 3.3%
Value $3.118M Shares 52,806 Est. Cost $48.63 Unrealized
BUNGE LIMITED 3.2%
Value $2.96M Shares 31,369 Est. Cost $57.68 Unrealized
CX CEMEX SAB DE CV SPONSORED ADR 3.0%
Value $2.848M Shares 402,236 Est. Cost $5.53 Unrealized
M & T BANK CORP 3.0%
Value $2.828M Shares 22,853 Est. Cost $161.94 Unrealized
ISHARES SILVER TRUST ETF 3.0%
Value $2.779M Shares 133,018 Est. Cost $14.63 Unrealized
NEM NEWMONT CORP 2.9%
Value $2.679M Shares 62,801 Est. Cost $22.20 Unrealized +90.9%
FRONTLINE PLC 2.8%
Value $2.606M Shares 179,381 Est. Cost $12.14 Unrealized
BANCO BILBAO VIZCAYA A SPONSOR 2.8%
Value $2.598M Shares 338,236 Est. Cost $7.53 Unrealized
INTC INTEL CORP 2.7%
Value $2.534M Shares 75,791 Est. Cost $35.41 Unrealized -13.2%
INTERNATIONAL SEAWAYS INC 2.7%
Value $2.51M Shares 65,642 Est. Cost $14.91 Unrealized
PAAS PAN AMERICAN SILVER CORP 2.7%
Value $2.49M Shares 170,779 Est. Cost $14.26 Unrealized +15.9%
PROSHARES SHORT S&P500 2.6%
Value $2.438M Shares 175,659 Est. Cost $22.24 Unrealized
DIANA SHIPPING INC 2.6%
Value $2.395M Shares 648,953 Est. Cost $2.63 Unrealized
ENEL CHILE S A SPONSORED ADR 2.5%
Value $2.338M Shares 702,193 Est. Cost $2.89 Unrealized
ANGOLD ASHANTI SPONSORED ADR 2.4%
Value $2.265M Shares 107,382 Est. Cost $14.12 Unrealized
PROSHARES SHORT QQQ ETF 2.3%
Value $2.172M Shares 205,481 Est. Cost $13.34 Unrealized
TELEFONICA BRASIL S. F SPONSOR 2.3%
Value $2.135M Shares 233,845 Est. Cost $8.79 Unrealized
TOTALENERGIES SE 2.0%
Value $1.914M Shares 33,199 Est. Cost $49.67 Unrealized
DOLE PLC 2.0%
Value $1.9M Shares 140,555 Est. Cost $13.07 Unrealized
SCHNITZER STL INDS CLASS A 2.0%
Value $1.898M Shares 63,282 Est. Cost $23.44 Unrealized
AMGN AMGEN INC. 2.0%
Value $1.885M Shares 8,490 Est. Cost $144.43 Unrealized +47.9%
HTLD HEARTLAND EXPRESS 2.0%
Value $1.883M Shares 114,772 Est. Cost $17.49 Unrealized -10.9%
HL HECLA MINING CO 1.9%
Value $1.773M Shares 344,345 Est. Cost $3.01 Unrealized +87.2%
LAZARD LTD F CLASS A 1.9%
Value $1.759M Shares 54,980 Est. Cost $45.47 Unrealized
NOK NOKIA CORP SPONSORED ADR 1.9%
Value $1.735M Shares 417,172 Est. Cost $4.93 Unrealized
FLR FLUOR CORP 1.6%
Value $1.516M Shares 51,211 Est. Cost $38.73 Unrealized -25.9%
TPC TUTOR PERINI CORP 1.6%
Value $1.482M Shares 207,233 Est. Cost $10.76 Unrealized -44.6%
AA ALCOA CORP 1.5%
Value $1.393M Shares 41,052 Est. Cost $23.61 Unrealized +48.9%
AAPL APPLE INC 1.4%
Value $1.31M Shares 6,752 Est. Cost $101.59 Unrealized +69.4%
SWBI SMITH & WESSON BRANDS INC 1.2%
Value $1.141M Shares 87,481 Est. Cost $13.15 Unrealized -7.3%
MCD MCDONALDS CORP 1.0%
Value $951K Shares 3,188 Est. Cost $136.64 Unrealized +99.9%
CERS CERUS CORP 0.8%
Value $742K Shares 301,511 Est. Cost $5.19 Unrealized -54.2%
PEP PEPSICO INC 0.7%
Value $690K Shares 3,727 Est. Cost $89.25 Unrealized +91.1%
JNJ JOHNSON & JOHNSON 0.6%
Value $600K Shares 3,627 Est. Cost $113.37 Unrealized +31.3%
MERCK & CO. INC. 0.6%
Value $589K Shares 5,100 Est. Cost $54.79 Unrealized
PG PROCTER & GAMBLE 0.6%
Value $559K Shares 3,685 Est. Cost $67.87 Unrealized +108.2%
1/100 BERKSHIRE HTWY CLA 100 S 0.6%
Value $518K Shares 100 Est. Cost $4700.00 Unrealized
UNITEDHEALTH GRP INC 0.5%
Value $497K Shares 1,035 Est. Cost $220.46 Unrealized
CVX CHEVRON CORP 0.4%
Value $388K Shares 2,465 Est. Cost $80.94 Unrealized +77.0%
BKUTK BANK OF UTICA N Y 0.4%
Value $385K Shares 1,000 Est. Cost $267.19 Unrealized +25.1%
SCHX SCHWAB US LARGE CAP ETF 0.4%
Value $376K Shares 7,174 Est. Cost $67.35 Unrealized
SYY SYSCO CORP 0.4%
Value $355K Shares 4,781 Est. Cost $49.25 Unrealized +39.1%
ABBVIE INC 0.4%
Value $350K Shares 2,599 Est. Cost $101.45 Unrealized
EXXON MOBIL CORP 0.4%
Value $348K Shares 3,243 Est. Cost $59.54 Unrealized
BRT BRT APARTMENTS CORP 0.4%
Value $346K Shares 17,500 Est. Cost $7.00 Unrealized
AMZN AMAZON.COM INC 0.4%
Value $339K Shares 2,602 Est. Cost $124.05 Unrealized -7.9%
C3 AI INC CLASS A 0.4%
Value $332K Shares 9,109 Est. Cost $33.59 Unrealized
ORACLE CORP 0.3%
Value $326K Shares 2,736 Est. Cost $81.87 Unrealized
ABT ABBOTT LABORATORIES 0.3%
Value $293K Shares 2,689 Est. Cost $96.66 Unrealized +5.0%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value $290K Shares 10,189 Est. Cost $65.46 Unrealized
BA BOEING CO 0.3%
Value $288K Shares 1,362 Est. Cost $163.57 Unrealized +27.0%
CVS CVS HEALTH CORP 0.3%
Value $285K Shares 4,125 Est. Cost $54.56 Unrealized +17.9%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value $285K Shares 546 Est. Cost $333.60 Unrealized +60.4%
SPDR GOLD SHARES ETF 0.3%
Value $285K Shares 1,600 Est. Cost $118.23 Unrealized
VANGUARD INFORMATION TECHNOLOG 0.3%
Value $274K Shares 619 Est. Cost $422.31 Unrealized
AMERISERV FINL 0.3%
Value $254K Shares 100,000 Est. Cost $4.15 Unrealized
KO THE COCA-COLA CO 0.2%
Value $225K Shares 3,737 Est. Cost $49.18 Unrealized +16.6%
SPDR S&P MIDCAP 400 ETF IV 0.2%
Value $225K Shares 470 Est. Cost $442.55 Unrealized
TSCO TRACTOR SUPPLY COMP 0.2%
Value $221K Shares 1,000 Est. Cost $40.21 Unrealized +8.8%
CISCO SYSTEMS INC 0.2%
Value $211K Shares 4,087 Est. Cost $52.36 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ET 0.2%
Value $210K Shares 5,883 Est. Cost $32.21 Unrealized
SOUTHWESTERN ENERGY 0.1%
Value $89,000 Shares 14,790 Est. Cost $1.69 Unrealized
OCEANPAL INC F 0.0%
Value $30,000 Shares 18,427 Est. Cost $1.11 Unrealized
NEL ASA ORD F 0.0%
Value $16,000 Shares 13,725 Est. Cost $1.31 Unrealized