Lesa Sroufe & Co Diversified Active

Location: Seattle, WA

CIK: 0001492162 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 19, 2023

Total Value: $93.26M

Holdings (66)

MSFT MICROSOFT CORP 8.8%
Value $8.167M Shares 25,866 Est. Cost $51.56 Unrealized +529.5%
RANGE RESOURCES CORP 4.5%
Value $4.164M Shares 128,487 Est. Cost $19.34 Unrealized
PETROLEO BRASILEIRO SPONSORED 4.1%
Value $3.813M Shares 254,372 Est. Cost $8.73 Unrealized
BUNGE LIMITED 3.6%
Value $3.347M Shares 30,917 Est. Cost $57.68 Unrealized
FRONTLINE PLC 3.6%
Value $3.34M Shares 177,831 Est. Cost $12.14 Unrealized
NUTRIEN LTD 3.5%
Value $3.233M Shares 52,348 Est. Cost $48.63 Unrealized
INTERNATIONAL SEAWAYS INC 3.1%
Value $2.929M Shares 65,093 Est. Cost $14.91 Unrealized
M & T BANK CORP 3.1%
Value $2.89M Shares 22,853 Est. Cost $161.94 Unrealized
BANCO BILBAO VIZCAYA A SPONSOR 2.9%
Value $2.695M Shares 334,824 Est. Cost $7.53 Unrealized
INTC INTEL CORP 2.9%
Value $2.679M Shares 75,366 Est. Cost $35.41 Unrealized -3.4%
ISHARES SILVER TRUST ETF 2.9%
Value $2.673M Shares 131,438 Est. Cost $14.63 Unrealized
CX CEMEX SAB DE CV SPONSORED ADR 2.8%
Value $2.587M Shares 398,045 Est. Cost $5.53 Unrealized
PROSHARES SHORT S&P500 2.7%
Value $2.52M Shares 174,177 Est. Cost $22.24 Unrealized
PAAS PAN AMERICAN SILVER CORP 2.6%
Value $2.453M Shares 169,438 Est. Cost $14.26 Unrealized +9.7%
NEM NEWMONT CORP 2.5%
Value $2.326M Shares 62,937 Est. Cost $22.20 Unrealized +72.7%
AMGN AMGEN INC. 2.4%
Value $2.282M Shares 8,490 Est. Cost $144.43 Unrealized +60.5%
DIANA SHIPPING INC 2.4%
Value $2.216M Shares 638,678 Est. Cost $2.63 Unrealized
PROSHARES SHORT QQQ ETF 2.4%
Value $2.211M Shares 203,063 Est. Cost $13.34 Unrealized
TOTALENERGIES SE 2.3%
Value $2.17M Shares 33,000 Est. Cost $49.67 Unrealized
ENEL CHILE S A SPONSORED ADR 2.2%
Value $2.056M Shares 694,640 Est. Cost $2.89 Unrealized
TELEFONICA BRASIL S. F SPONSOR 2.1%
Value $1.976M Shares 231,111 Est. Cost $8.79 Unrealized
FLR FLUOR CORP 2.0%
Value $1.861M Shares 50,696 Est. Cost $38.73 Unrealized -13.5%
SCHNITZER STL INDS CLASS A 1.9%
Value $1.742M Shares 62,540 Est. Cost $27.85 Unrealized
BANCOLOMBIA SA 1.8%
Value $1.713M Shares 64,200 Est. Cost $26.68 Unrealized
LAZARD LTD F CLASS A 1.8%
Value $1.689M Shares 54,481 Est. Cost $45.47 Unrealized
AU ANGLOGOLD ASHANTI PLC F 1.8%
Value $1.683M Shares 106,546 Est. Cost $17.52 Unrealized 0.0%
HTLD HEARTLAND EXPRESS 1.8%
Value $1.672M Shares 113,804 Est. Cost $17.49 Unrealized -11.2%
DOLE PLC 1.7%
Value $1.612M Shares 139,224 Est. Cost $13.07 Unrealized
TPC TUTOR PERINI CORP 1.7%
Value $1.603M Shares 204,684 Est. Cost $10.76 Unrealized -23.7%
NOK NOKIA CORP SPONSORED ADR 1.7%
Value $1.541M Shares 411,983 Est. Cost $4.93 Unrealized
HL HECLA MINING CO 1.4%
Value $1.328M Shares 339,652 Est. Cost $3.01 Unrealized +57.4%
AAPL APPLE INC 1.3%
Value $1.188M Shares 6,937 Est. Cost $103.72 Unrealized +74.8%
AA ALCOA CORP 1.3%
Value $1.181M Shares 40,650 Est. Cost $23.61 Unrealized +28.9%
SWBI SMITH & WESSON BRANDS INC 1.2%
Value $1.115M Shares 86,351 Est. Cost $13.15 Unrealized -5.0%
MCD MCDONALDS CORP 0.9%
Value $840K Shares 3,188 Est. Cost $136.64 Unrealized +97.2%
PEP PEPSICO INC 0.7%
Value $631K Shares 3,727 Est. Cost $89.25 Unrealized +87.3%
JNJ JOHNSON & JOHNSON 0.6%
Value $558K Shares 3,581 Est. Cost $113.37 Unrealized +35.2%
PG PROCTER & GAMBLE 0.6%
Value $537K Shares 3,685 Est. Cost $67.87 Unrealized +112.4%
1/100 BERKSHIRE HTWY CLA 100 S 0.6%
Value $531K Shares 100 Est. Cost $4700.00 Unrealized
MERCK & CO. INC. 0.6%
Value $525K Shares 5,100 Est. Cost $54.79 Unrealized
UNITEDHEALTH GRP INC 0.6%
Value $522K Shares 1,035 Est. Cost $220.46 Unrealized
CVX CHEVRON CORP 0.4%
Value $416K Shares 2,465 Est. Cost $80.94 Unrealized +80.1%
ABBVIE INC 0.4%
Value $387K Shares 2,599 Est. Cost $101.45 Unrealized
BKUTK BANK OF UTICA N Y 0.4%
Value $375K Shares 1,000 Est. Cost $267.19 Unrealized +19.6%
SCHX SCHWAB US LARGE CAP ETF 0.4%
Value $364K Shares 7,188 Est. Cost $67.35 Unrealized
EXXON MOBIL CORP 0.4%
Value $336K Shares 2,860 Est. Cost $59.54 Unrealized
AMZN AMAZON.COM INC 0.4%
Value $328K Shares 2,580 Est. Cost $124.05 Unrealized +8.0%
SYY SYSCO CORP 0.3%
Value $316K Shares 4,781 Est. Cost $49.25 Unrealized +36.1%
BRT BRT APARTMENTS CORP 0.3%
Value $302K Shares 17,500 Est. Cost $7.00 Unrealized
ORACLE CORP 0.3%
Value $290K Shares 2,736 Est. Cost $81.87 Unrealized
CVS CVS HEALTH CORP 0.3%
Value $288K Shares 4,125 Est. Cost $54.56 Unrealized +18.3%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value $276K Shares 546 Est. Cost $333.60 Unrealized +58.5%
SPDR GOLD SHARES ETF 0.3%
Value $274K Shares 1,600 Est. Cost $118.23 Unrealized
AMERISERV FINANCIAL INC 0.3%
Value $265K Shares 100,000 Est. Cost $4.15 Unrealized
ABT ABBOTT LABORATORIES 0.3%
Value $260K Shares 2,689 Est. Cost $96.66 Unrealized +3.9%
BA BOEING CO 0.3%
Value $258K Shares 1,344 Est. Cost $163.57 Unrealized +33.8%
VANGUARD INFORMATION TECHNOLOG 0.3%
Value $257K Shares 619 Est. Cost $422.31 Unrealized
C3 AI INC CLASS A 0.2%
Value $232K Shares 9,109 Est. Cost $33.59 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.2%
Value $227K Shares 10,189 Est. Cost $65.46 Unrealized
CISCO SYSTEMS INC 0.2%
Value $220K Shares 4,087 Est. Cost $52.36 Unrealized
SPDR S&P MIDCAP 400 ETF IV 0.2%
Value $215K Shares 470 Est. Cost $442.55 Unrealized
KO THE COCA-COLA CO 0.2%
Value $209K Shares 3,737 Est. Cost $49.18 Unrealized +13.3%
TSCO TRACTOR SUPPLY COMP 0.2%
Value $203K Shares 1,000 Est. Cost $40.21 Unrealized +3.4%
SOUTHWESTERN ENERGY 0.1%
Value $95,000 Shares 14,790 Est. Cost $1.69 Unrealized
OCEANPAL INC F 0.1%
Value $53,000 Shares 17,977 Est. Cost $1.11 Unrealized
NEL ASA ORD F 0.0%
Value $11,000 Shares 13,725 Est. Cost $1.31 Unrealized