TSP Capital Management Group, LLC Q4 2022 vs. Q1 2023 Holdings: A Deep Dive into the Latest Changes

As the first quarter of 2023 progresses, investors are taking a closer look at the 13F filings of some of the biggest players in the market. One such player is TSP Capital Management Group, LLC, which recently released its comparison of Q4 2022 and Q1 2023 13F holdings. Let's take a deep dive into some of the most notable changes in this report.

First on the list is WARNER BROS DISCOVERY INC, with an increase of 61% in shares. The company reported 1,164,446 shares in Q4 2022 compared to an increase of 1,174,639 shares in Q1 2023. CIGN.MX, on the other hand, witnessed a slight decrease of 10.3% in shares, dropping from 7,403,653 shares in Q4 2022 to 7,398,374 shares in Q1 2023.

After CIGN.MX, Maui Land & Pineapple Inc saw a significant increase of 27.9% in shares. The company reported holding 1,211,129 shares in Q4 2022, which rose to 1,220,329 shares in Q1 2023. Corteva Inc also had a small increase of 2.2% in shares, reporting 226,951 shares in Q4 2022 and 226,152 shares in Q1 2023.

One interesting change was seen in the holdings of America Movil SAB DE CV, which reported no shares held in Q4 2022 but held 632,682 shares in Q1 2023. This represents a significant shift, with a value of $13,317,000 in Q1 2023.

Another company with a significant increase in shares was New Gold Inc CDA, with a 19.1% increase in shares. The company reported holding 10,383,000 shares in Q4 2022 and 11,017,000 shares in Q1 2023. In contrast, Xylem Inc saw a decrease of 6.7% in shares, dropping from 116,995 shares in Q4 2022 to 115,300 shares in Q1 2023.

Lilly Eli & Co had a significant decrease in shares from Q4 2022 to Q1 2023, with a drop of 13.2%. The company reported holding 37,235 shares in Q4 2022 and 34,435 shares in Q1 2023.

Likewise, Ishares Silver TR saw a small decrease of -0.3% in shares, with 506,850 shares held in Q4 2022 and 502,925 shares in Q1 2023. Nokia Corp had an increase of 5.7% in shares, with 2,214,377 shares in Q4 2022 and 2,212,377 shares in Q1 2023.

In the case of companies representing the mining industry, such as Compania de Minas Buenaventura and Freeport-McMoRan Inc, both showed increases in shares of 9.8% and 7.3%, respectively. Meanwhile, CellDex Therapeutics Inc dropped 24.5% in shares. The company held 269,895 shares in Q4 2022 but recorded only 252,395 in Q1 2023.

Another remarkable shift was seen with Stratasys LTD, which had a massive increase of 1568.8% in shares. The company held only 20,800 shares in Q4 2022, which rose to 249,050 shares in Q1 2023. Xperi Corp, on the other hand, had a modest increase of 50.5% in shares, from 305,017 shares in Q4 2022 to 361,678 shares in Q1 2023.

In conclusion, the Q4 2022 vs. Q1 2023 comparison of 13F holdings by TSP Capital Management Group, LLC showed some intriguing changes in a range of industries and companies. While CIGN.MX saw a decrease in shares, Maui Land & Pineapple Inc and New Gold Inc CDA witnessed significant increases. Ultimately, investors can use these insights to make informed decisions on their portfolios moving forward.