Lesa Sroufe & Co. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 68 distinct positions held by the firm, with total holdings valued at approximately $1.45 million. The report was signed by Shaun Corry, the firm's Chief Compliance Officer.
The portfolio is diversified across various sectors, including healthcare, technology, energy, and consumer goods. Major positions include Mobileye Global Inc., with 259,514 shares, and Petroleo Brasileiro S.A. (Petrobras), with 294,777 shares. Other significant holdings include Hecla Mining Company (255,452 shares), Heartland Express Inc. (237,475 shares), and Innovex International Inc. (126,267 shares).
Technology and healthcare names are also well represented. Microsoft Corporation is held with 12,056 shares, while AbbVie Inc. and Merck & Co. Inc. are held with 680 and 741 shares, respectively. The firm also holds stakes in Oracle Corporation (335 shares) and NVIDIA Corporation (225 shares).
Energy and materials companies make up a substantial portion of the portfolio. Enel Chile S.A. is held with 12,235 shares, and AngloGold Ashanti PLC is held with 86,483 shares. Compass Inc. and Northwestern Energy Group Inc. are also listed among the top holdings.
The filing also includes various exchange-traded funds, such as the SPDR Gold Shares ETF (2,050 shares) and the ProShares Short QQQ ETF (111,824 shares).
