Filed: 7/29/2025ACC: 0001492162-25-000006
📋 What this filing means
LESA SROUFE & CO filed this quarterly 13F‑HR report disclosing 70 equity positions with a total reported market value of $108.8K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
70
Positions
$108.8K
Total AUM (reported)
4.46M
Total Shares
Allocation by class
COM$92.9K85.3%
ADR$11.5K10.5%
ISHARES$4.5K4.1%
Portfolio Concentration
Top 3$21.5K19.8%
4–10$27.9K25.6%
11–25$35.1K32.2%
Rest$24.4K22.4%
Top 3 weight
19.8%
Top 10 weight
45.4%
Voting Authority Distribution
Total shares with voting rights: 4.46M
Sole
Full voting authority
4.46M
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$10.1K
9.30%
Sole
20.35K
Shared
0.00
None
0.00
ANGLOGOLD ASHANTI PLC F
SOLEShares127.81K
TypeSH
Market value$5.8K
5.35%
Sole
127.81K
Shared
0.00
None
0.00
PAN AMERN SILVER CORP F
SOLEShares195.76K
TypeSH
Market value$5.6K
5.11%
Sole
195.76K
Shared
0.00
None
0.00
NEWMONT CORP
SOLEShares80.64K
TypeSH
Market value$4.7K
4.32%
Sole
80.64K
Shared
0.00
None
0.00
M & T BANK CORP
SOLEShares22.85K
TypeSH
Market value$4.4K
4.07%
Sole
22.85K
Shared
0.00
None
0.00
PETROLEO BRASILEIRO F SPONSORE
SOLEShares343.01K
TypeSH
Market value$4.3K
3.94%
Sole
343.01K
Shared
0.00
None
0.00
ISHARES SILVER TRUST ETF
SOLEShares127.18K
TypeSH
Market value$4.2K
3.83%
Sole
127.18K
Shared
0.00
None
0.00
RANGE RESOURCES CORP
SOLEShares97K
TypeSH
Market value$3.9K
3.62%
Sole
97K
Shared
0.00
None
0.00
TUTOR PERINI CORP
SOLEShares70.53K
TypeSH
Market value$3.3K
3.03%
Sole
70.53K
Shared
0.00
None
0.00
FLUOR CORP
SOLEShares59.33K
TypeSH
Market value$3.0K
2.79%
Sole
59.33K
Shared
0.00
None
0.00
NUTRIEN LTD F
SOLEShares51.10K
TypeSH
Market value$3.0K
2.73%
Sole
51.10K
Shared
0.00
None
0.00
HECLA MINING CO
SOLEShares468.93K
TypeSH
Market value$2.8K
2.58%
Sole
468.93K
Shared
0.00
None
0.00
CEMEX SAB DE C V F SPONSORED A
SOLEShares371.85K
TypeSH
Market value$2.6K
2.37%
Sole
371.85K
Shared
0.00
None
0.00
TELEFONICA BRASIL S. F SPONSOR
SOLEShares225.29K
TypeSH
Market value$2.6K
2.36%
Sole
225.29K
Shared
0.00
None
0.00
BLACK HILLS CORP
SOLEShares45.62K
TypeSH
Market value$2.6K
2.35%
Sole
45.62K
Shared
0.00
None
0.00
LAZARD INC
SOLEShares52.62K
TypeSH
Market value$2.5K
2.32%
Sole
52.62K
Shared
0.00
None
0.00
AMGEN INC.
SOLEShares8.49K
TypeSH
Market value$2.4K
2.18%
Sole
8.49K
Shared
0.00
None
0.00
BUNGE GLOBAL SA F
SOLEShares29.28K
TypeSH
Market value$2.4K
2.16%
Sole
29.28K
Shared
0.00
None
0.00
ALCOA CORP
SOLEShares75.16K
TypeSH
Market value$2.2K
2.04%
Sole
75.16K
Shared
0.00
None
0.00
INTERNATIONAL SEAWAYS INC F
SOLEShares58.16K
TypeSH
Market value$2.1K
1.95%
Sole
58.16K
Shared
0.00
None
0.00
NORTHWESTERN ENERGY GROUP INC
SOLEShares39.66K
TypeSH
Market value$2.0K
1.87%
Sole
39.66K
Shared
0.00
None
0.00
SAN JUAN BASIN ROYAL ROYALTY T
SOLEShares336.64K
TypeSH
Market value$2.0K
1.85%
Sole
336.64K
Shared
0.00
None
0.00
HAWAIIAN ELECTRIC INDUSTRIES
SOLEShares188.57K
TypeSH
Market value$2.0K
1.84%
Sole
188.57K
Shared
0.00
None
0.00
NOKIA OYJ F SPONSORED ADR 1 AD
SOLEShares382.11K
TypeSH
Market value$2.0K
1.82%
Sole
382.11K
Shared
0.00
None
0.00
HEARTLAND EXPRESS
SOLEShares228.90K
TypeSH
Market value$2.0K
1.82%
Sole
228.90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 20.35K | SH | $10.1K 9.30% | 20.35K | 0.00 | 0.00 |
ANGLOGOLD ASHANTI PLC FSOLE | COM | 127.81K | SH | $5.8K 5.35% | 127.81K | 0.00 | 0.00 |
PAN AMERN SILVER CORP FSOLE | COM | 195.76K | SH | $5.6K 5.11% | 195.76K | 0.00 | 0.00 |
NEWMONT CORPSOLE | COM | 80.64K | SH | $4.7K 4.32% | 80.64K | 0.00 | 0.00 |
M & T BANK CORPSOLE | COM | 22.85K | SH | $4.4K 4.07% | 22.85K | 0.00 | 0.00 |
PETROLEO BRASILEIRO F SPONSORESOLE | ADR | 343.01K | SH | $4.3K 3.94% | 343.01K | 0.00 | 0.00 |
ISHARES SILVER TRUST ETFSOLE | ISHARES | 127.18K | SH | $4.2K 3.83% | 127.18K | 0.00 | 0.00 |
RANGE RESOURCES CORPSOLE | COM | 97K | SH | $3.9K 3.62% | 97K | 0.00 | 0.00 |
TUTOR PERINI CORPSOLE | COM | 70.53K | SH | $3.3K 3.03% | 70.53K | 0.00 | 0.00 |
FLUOR CORPSOLE | COM | 59.33K | SH | $3.0K 2.79% | 59.33K | 0.00 | 0.00 |
NUTRIEN LTD FSOLE | COM | 51.10K | SH | $3.0K 2.73% | 51.10K | 0.00 | 0.00 |
HECLA MINING COSOLE | COM | 468.93K | SH | $2.8K 2.58% | 468.93K | 0.00 | 0.00 |
CEMEX SAB DE C V F SPONSORED ASOLE | ADR | 371.85K | SH | $2.6K 2.37% | 371.85K | 0.00 | 0.00 |
TELEFONICA BRASIL S. F SPONSORSOLE | ADR | 225.29K | SH | $2.6K 2.36% | 225.29K | 0.00 | 0.00 |
BLACK HILLS CORPSOLE | COM | 45.62K | SH | $2.6K 2.35% | 45.62K | 0.00 | 0.00 |
LAZARD INCSOLE | COM | 52.62K | SH | $2.5K 2.32% | 52.62K | 0.00 | 0.00 |
AMGEN INC.SOLE | COM | 8.49K | SH | $2.4K 2.18% | 8.49K | 0.00 | 0.00 |
BUNGE GLOBAL SA FSOLE | COM | 29.28K | SH | $2.4K 2.16% | 29.28K | 0.00 | 0.00 |
ALCOA CORPSOLE | COM | 75.16K | SH | $2.2K 2.04% | 75.16K | 0.00 | 0.00 |
INTERNATIONAL SEAWAYS INC FSOLE | COM | 58.16K | SH | $2.1K 1.95% | 58.16K | 0.00 | 0.00 |
NORTHWESTERN ENERGY GROUP INCSOLE | COM | 39.66K | SH | $2.0K 1.87% | 39.66K | 0.00 | 0.00 |
SAN JUAN BASIN ROYAL ROYALTY TSOLE | COM | 336.64K | SH | $2.0K 1.85% | 336.64K | 0.00 | 0.00 |
HAWAIIAN ELECTRIC INDUSTRIESSOLE | COM | 188.57K | SH | $2.0K 1.84% | 188.57K | 0.00 | 0.00 |
NOKIA OYJ F SPONSORED ADR 1 ADSOLE | ADR | 382.11K | SH | $2.0K 1.82% | 382.11K | 0.00 | 0.00 |
HEARTLAND EXPRESSSOLE | COM | 228.90K | SH | $2.0K 1.82% | 228.90K | 0.00 | 0.00 |
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