SJT β€” SAN JUAN BASIN ROYALTY TRUST

Ownership history in Lesa Sroufe & Co  Β·  9 quarters on record

AI Ownership Summary

Lesa Sroufe & Co reported SAN JUAN BASIN ROYALTY TRUST (SJT) in 9 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.85% in 2025 Q2. The latest visible filing shows SJT at 1.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SJT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lesa Sroufe & Co's position in SAN JUAN BASIN ROYALTY TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SJT was reported at 1.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.85% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lesa Sroufe & Co held SJT β€” position size vs. price
% of Fund (quarterly)    SJT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 340,390 +412 +0.1% 1.42% $1.9M 2026-02-14 (Est.) $5.69
2025 Q3 ADDED 339,978 +3,334 +1.0% 1.66% $2.1M 2025-10-23 $5.52
2025 Q2 ADDED 336,644 +16,315 +5.1% 1.85% $2.0M 2025-07-29 $5.86
2025 Q1 ADDED 320,329 +39,126 +13.9% 1.77% $1.8M 2025-04-18 $5.93
2024 Q3 ADDED 281,203 +9,247 +3.4% 0.97% $1.0M 2024-10-16 $4.01
2024 Q2 ADDED 271,956 +256,231 +1629.4% 1.07% $1.1M 2024-07-09 $4.02
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Lesa Sroufe & Co and SJT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lesa Sroufe & Co reported owning SJT?

Lesa Sroufe & Co reported SJT across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported SJT position in Lesa Sroufe & Co's portfolio?

The largest reported portfolio weight for SJT was 1.85% in 2025 Q2.

What is the latest reported SJT position on this page?

The most recent filing on this page is 2025 Q4, when Lesa Sroufe & Co reported 340,390 shares, equal to 1.42% of portfolio, with an estimated market value of $1.9M.

What does the chart on this SJT ownership page compare?

The chart compares Lesa Sroufe & Co's quarterly SJT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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