Lesa Sroufe & Co Portfolio Activity: Significant Investments and Minimal Sales Observed in Q2 2026
An analysis of Lesa Sroufe & Co's portfolio changes for the quarter ending June 30, 2026. The report highlights substantial new positions added to companies like Mobileye Global Inc (MBLY) and SPDR Bloomberg Barclays 1-3 Month Treasury Bond ETF (BIL), while noting no major sales during this period.
For the quarter ending June 30, 2026, Lesa Sroufe & Co demonstrated active investment management within its portfolio. The firm focused on acquiring new positions and increasing existing holdings in select sectors.
The most notable activity involved establishing a significant position in Mobileye Global Inc (MBLY). This stock represents approximately Mobileye Global Inc Common Class A and accounts for about 2.42% of the portfolio's value as of June 30, 2026.
In addition to MBLY, Lesa Sroufe & Co also made a substantial entry into San Juan Basin Royalty Trust (SJT). This investment in San Juan Basin RTY TR Unit BEN INT increased the firm's stake by 67.57% during this quarter, adding a new holding that now represents roughly 1.33% of their holdings.
The third major addition was SPDR Bloomberg Barclays 1-3 Month Treasury Bond ETF (BIL). This fixed income vehicle saw its position increase by 100%, meaning the firm either established this as a new holding or dramatically increased it from previous quarters. BIL now contributes about SPDR BLOOMBERG BARCLAYS 1-3 MO T-BILL ETF to the portfolio, representing approximately 0.5% allocation.
Furthermore, Lesa Sroufe & Co continued its engagement with several other companies during Q2:
- FLUOR CORP COM (FLR): The firm increased its stake in Fluor Corporation by 43.7%, adding about $69 per share worth of value.
- COMPASS INC CL A (MRK): Investment in Compass Inc climbed significantly, up by nearly 392% during the quarter.
- PAN AMERICAN SILVER CORP COM (PAAS): The position in Pan American Silver Corp was boosted by about 3.59%, adding $674 per share worth of value.
- HEARTLAND EXPRESS INC COM (HTLD): Fluor is not the only stock with a large increase; Heartland Express Inc also saw its stake rise by approximately 3.43%.
The overall portfolio allocation shows Lesa Sroufe & Co heavily invested in sectors like Basic Materials, Industrials, and Technology as of June 30, 2026.