Filed: 4/18/2025ACC: 0001492162-25-000003
📋 What this filing means
LESA SROUFE & CO filed this quarterly 13F‑HR report disclosing 70 equity positions with a total reported market value of $100.2K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
70
Positions
$100.2K
Total AUM (reported)
4.50M
Total Shares
Allocation by class
COM$80.7K80.6%
ADR$15.3K15.2%
ISHARES$4.2K4.2%
Portfolio Concentration
Top 3$17.5K17.5%
4–10$27.4K27.4%
11–25$32.0K32.0%
Rest$23.3K23.2%
Top 3 weight
17.5%
Top 10 weight
44.8%
Voting Authority Distribution
Total shares with voting rights: 4.50M
Sole
Full voting authority
4.50M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole70
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings70
Rows:
MICROSOFT CORP
SOLEShares20.35K
TypeSH
Market value$7.6K
7.63%
Sole
20.35K
Shared
0.00
None
0.00
PAN AMERN SILVER CORP F
SOLEShares192.19K
TypeSH
Market value$5.0K
4.95%
Sole
192.19K
Shared
0.00
None
0.00
PETROLEO BRASILEIRO F SPONSORE
SOLEShares341.71K
TypeSH
Market value$4.9K
4.89%
Sole
341.71K
Shared
0.00
None
0.00
ANGLOGOLD ASHANTI PLC F
SOLEShares125.45K
TypeSH
Market value$4.7K
4.65%
Sole
125.45K
Shared
0.00
None
0.00
BANCO BILBAO VIZCAYA A F SPONS
SOLEShares312.84K
TypeSH
Market value$4.3K
4.25%
Sole
312.84K
Shared
0.00
None
0.00
M & T BANK CORP
SOLEShares22.85K
TypeSH
Market value$4.1K
4.08%
Sole
22.85K
Shared
0.00
None
0.00
ISHARES SILVER TRUST ETF
SOLEShares125.68K
TypeSH
Market value$3.9K
3.89%
Sole
125.68K
Shared
0.00
None
0.00
NEWMONT CORP
SOLEShares79.24K
TypeSH
Market value$3.8K
3.82%
Sole
79.24K
Shared
0.00
None
0.00
RANGE RESOURCES CORP
SOLEShares94.72K
TypeSH
Market value$3.8K
3.78%
Sole
94.72K
Shared
0.00
None
0.00
TUTOR PERINI CORP
SOLEShares125.38K
TypeSH
Market value$2.9K
2.90%
Sole
125.38K
Shared
0.00
None
0.00
BLACK HILLS CORP
SOLEShares43.83K
TypeSH
Market value$2.7K
2.65%
Sole
43.83K
Shared
0.00
None
0.00
AMGEN INC.
SOLEShares8.49K
TypeSH
Market value$2.6K
2.64%
Sole
8.49K
Shared
0.00
None
0.00
HECLA MINING CO
SOLEShares455.69K
TypeSH
Market value$2.5K
2.53%
Sole
455.69K
Shared
0.00
None
0.00
NUTRIEN LTD F
SOLEShares50.55K
TypeSH
Market value$2.5K
2.51%
Sole
50.55K
Shared
0.00
None
0.00
BUNGE GLOBAL SA F
SOLEShares28.96K
TypeSH
Market value$2.2K
2.21%
Sole
28.96K
Shared
0.00
None
0.00
LAZARD INC
SOLEShares51.05K
TypeSH
Market value$2.2K
2.21%
Sole
51.05K
Shared
0.00
None
0.00
NORTHWESTERN ENERGY GROUP INC
SOLEShares37.39K
TypeSH
Market value$2.2K
2.16%
Sole
37.39K
Shared
0.00
None
0.00
CEMEX SAB DE C V F SPONSORED A
SOLEShares364.90K
TypeSH
Market value$2.0K
2.04%
Sole
364.90K
Shared
0.00
None
0.00
HAWAIIAN ELECTRIC INDUSTRIES
SOLEShares182.12K
TypeSH
Market value$2.0K
1.99%
Sole
182.12K
Shared
0.00
None
0.00
NOKIA OYJ F SPONSORED ADR 1 AD
SOLEShares368.98K
TypeSH
Market value$1.9K
1.94%
Sole
368.98K
Shared
0.00
None
0.00
INTERNATIONAL SEAWAYS INC F
SOLEShares57.55K
TypeSH
Market value$1.9K
1.91%
Sole
57.55K
Shared
0.00
None
0.00
TELEFONICA BRASIL S. F SPONSOR
SOLEShares214.87K
TypeSH
Market value$1.9K
1.87%
Sole
214.87K
Shared
0.00
None
0.00
DOLE PLC F
SOLEShares123.66K
TypeSH
Market value$1.8K
1.78%
Sole
123.66K
Shared
0.00
None
0.00
SAN JUAN BASIN ROYAL ROYALTY T
SOLEShares320.33K
TypeSH
Market value$1.8K
1.77%
Sole
320.33K
Shared
0.00
None
0.00
ALASKA AIR GROUP INC
SOLEShares35.48K
TypeSH
Market value$1.7K
1.74%
Sole
35.48K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 20.35K | SH | $7.6K 7.63% | 20.35K | 0.00 | 0.00 |
PAN AMERN SILVER CORP FSOLE | COM | 192.19K | SH | $5.0K 4.95% | 192.19K | 0.00 | 0.00 |
PETROLEO BRASILEIRO F SPONSORESOLE | ADR | 341.71K | SH | $4.9K 4.89% | 341.71K | 0.00 | 0.00 |
ANGLOGOLD ASHANTI PLC FSOLE | COM | 125.45K | SH | $4.7K 4.65% | 125.45K | 0.00 | 0.00 |
BANCO BILBAO VIZCAYA A F SPONSSOLE | ADR | 312.84K | SH | $4.3K 4.25% | 312.84K | 0.00 | 0.00 |
M & T BANK CORPSOLE | COM | 22.85K | SH | $4.1K 4.08% | 22.85K | 0.00 | 0.00 |
ISHARES SILVER TRUST ETFSOLE | ISHARES | 125.68K | SH | $3.9K 3.89% | 125.68K | 0.00 | 0.00 |
NEWMONT CORPSOLE | COM | 79.24K | SH | $3.8K 3.82% | 79.24K | 0.00 | 0.00 |
RANGE RESOURCES CORPSOLE | COM | 94.72K | SH | $3.8K 3.78% | 94.72K | 0.00 | 0.00 |
TUTOR PERINI CORPSOLE | COM | 125.38K | SH | $2.9K 2.90% | 125.38K | 0.00 | 0.00 |
BLACK HILLS CORPSOLE | COM | 43.83K | SH | $2.7K 2.65% | 43.83K | 0.00 | 0.00 |
AMGEN INC.SOLE | COM | 8.49K | SH | $2.6K 2.64% | 8.49K | 0.00 | 0.00 |
HECLA MINING COSOLE | COM | 455.69K | SH | $2.5K 2.53% | 455.69K | 0.00 | 0.00 |
NUTRIEN LTD FSOLE | COM | 50.55K | SH | $2.5K 2.51% | 50.55K | 0.00 | 0.00 |
BUNGE GLOBAL SA FSOLE | COM | 28.96K | SH | $2.2K 2.21% | 28.96K | 0.00 | 0.00 |
LAZARD INCSOLE | COM | 51.05K | SH | $2.2K 2.21% | 51.05K | 0.00 | 0.00 |
NORTHWESTERN ENERGY GROUP INCSOLE | COM | 37.39K | SH | $2.2K 2.16% | 37.39K | 0.00 | 0.00 |
CEMEX SAB DE C V F SPONSORED ASOLE | ADR | 364.90K | SH | $2.0K 2.04% | 364.90K | 0.00 | 0.00 |
HAWAIIAN ELECTRIC INDUSTRIESSOLE | COM | 182.12K | SH | $2.0K 1.99% | 182.12K | 0.00 | 0.00 |
NOKIA OYJ F SPONSORED ADR 1 ADSOLE | ADR | 368.98K | SH | $1.9K 1.94% | 368.98K | 0.00 | 0.00 |
INTERNATIONAL SEAWAYS INC FSOLE | COM | 57.55K | SH | $1.9K 1.91% | 57.55K | 0.00 | 0.00 |
TELEFONICA BRASIL S. F SPONSORSOLE | ADR | 214.87K | SH | $1.9K 1.87% | 214.87K | 0.00 | 0.00 |
DOLE PLC FSOLE | COM | 123.66K | SH | $1.8K 1.78% | 123.66K | 0.00 | 0.00 |
SAN JUAN BASIN ROYAL ROYALTY TSOLE | COM | 320.33K | SH | $1.8K 1.77% | 320.33K | 0.00 | 0.00 |
ALASKA AIR GROUP INCSOLE | COM | 35.48K | SH | $1.7K 1.74% | 35.48K | 0.00 | 0.00 |
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