Lesa Sroufe & Co’s San Juan Basin Royalty Trust SJT Stock Holding History

Lesa Sroufe & Co’s Portfolio SJT Stock Details SJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.87M	Buy	581,264 +234,394	+68%	+$944K	1.33%	27
2026 Q1	$1.67M	Buy	346,870 +6,480	+2%	+$35.5K	1.14%	29
2025 Q4	$1.91M	Buy	340,390 +412	+0.1%	+$2.39K	1.42%	29
2025 Q3	$2.05M	Buy	339,978 +3,334	+1%	+$19.6K	1.66%	25
2025 Q2	$2.01M	Buy	336,644 +16,315	+5%	+$99.1K	1.85%	22
2025 Q1	$1.77M	Buy	+320,329	New	+$1.51M	1.77%	24
2024 Q3	$1.04M	Buy	281,203 +9,247	+3%	+$34.6K	0.97%	32
2024 Q2	$1.1M	Buy	+271,956	New	+$1.19M	1.07%	32
2019 Q4	–	Sell	-15,725	Closed	-$47K	–	63
2019 Q3	$47K	Hold	15,725	–	–	0.04%	61
2019 Q2	$60K	Buy	15,725 +3,465	+28%	+$15.3K	0.05%	60
2019 Q1	$66K	Buy	+12,260	New	+$61.3K	0.06%	58

Other funds holding SJT

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

MTC

McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Lesa Sroufe & Co's SJT Position: Q2 2026 in Review

Lesa Sroufe & Co increased its San Juan Basin Royalty Trust (SJT) stake by 68% in Q2 2026, buying an estimated $944K and bringing the position to 581,264 shares worth $1.87M. The position accounts for 1.33% of the portfolio, ranked #27.

Lesa Sroufe & Co first reported a position in SJT in Q1 2019 and has held it in 11 quarters since. The position peaked at $2.05M in Q3 2025. 82 funds tracked by Wall St. Rank hold SJT as of Q2 2026.

Lesa Sroufe & Co held 581,264 shares of San Juan Basin Royalty Trust worth $1.87M as of Q2 2026.
Lesa Sroufe & Co bought 234,394 San Juan Basin Royalty Trust shares in Q2 2026, an estimated $944K.
San Juan Basin Royalty Trust made up 1.33% of Lesa Sroufe & Co's portfolio in Q2 2026, its #27 holding.
Lesa Sroufe & Co first reported a position in San Juan Basin Royalty Trust in Q1 2019 and has held it in 11 quarters since.
Lesa Sroufe & Co's San Juan Basin Royalty Trust position peaked at $2.05M in Q3 2025.
82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2026.

Based on Lesa Sroufe & Co's 13F filing for Q2 2026, filed 22 Jul 2026.