Tsp Capital Management Group
$397M 13F equity value
44 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Tsp Capital Management Group covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CDE | COEUR MNG INC | 1,389,800 | $24M | 6.2% |
| ADEA | ADEIA INC | 876,955 | $22M | 5.7% |
| BVN | COMPANIA DE MINAS BUENAVENTU | 689,319 | $22M | 5.5% |
| TMQ | TRILOGY METALS INC NEW | 6,776,500 | $21M | 5.3% |
| NOK | NOKIA CORP | 2,038,092 | $21M | 5.2% |
| CIG | CIA ENERGETICA DE MINAS GERA | 9,123,551 | $19M | 4.8% |
| MLP | MAUI LD & PINEAPPLE INC | 1,105,301 | $18M | 4.4% |
| CTVA | CORTEVA INC | 212,500 | $17M | 4.2% |
| MNKD | MANNKIND CORP | 4,180,525 | $16M | 4.1% |
| NVAX | NOVAVAX INC | 1,432,365 | $15M | 3.9% |
Track Tsp Capital Management Group's 13F portfolio: $397M in reported holdings, 44 positions. Top holdings and quarterly changes on SentiSense.
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