TSP Capital Management Group, LLC — 13F holdings

TSP Capital Management Group, LLC reported 44 holdings worth $397M in its 13F filing for Q3 2026, filed October 15, 2026.

Largest positions

1. CDE COEUR MNG INC — $24.5M (6.2%)
2. ADEA ADEIA INC — $22.5M (5.7%)
3. BVN COMPANIA DE MINAS BUENAVENTU — $21.8M (5.5%)
4. TMQ TRILOGY METALS INC NEW — $21.0M (5.3%)
5. NOK NOKIA CORP — $20.7M (5.2%)
6. CIG CIA ENERGETICA DE MINAS GERA — $19.2M (4.8%)
7. MLP MAUI LD & PINEAPPLE INC — $17.6M (4.4%)
8. CTVA CORTEVA INC — $16.5M (4.2%)
9. MNKD MANNKIND CORP — $16.3M (4.1%)
10. NVAX NOVAVAX INC — $15.5M (3.9%)