Filed: 1/22/2026ACC: 0001492162-26-000001
📋 What this filing means
LESA SROUFE & CO filed this quarterly 13F‑HR report disclosing 69 equity positions with a total reported market value of $134.3K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
69
Positions
$134.3K
Total AUM (reported)
4.27M
Total Shares
Allocation by class
COM$114.7K85.4%
ADR$12.9K9.6%
ISHARES$6.7K5.0%
Portfolio Concentration
Top 3$26.9K20.1%
4–10$38.8K28.9%
11–25$42.3K31.5%
Rest$26.3K19.5%
Top 3 weight
20.1%
Top 10 weight
49.0%
Voting Authority Distribution
Total shares with voting rights: 4.27M
Sole
Full voting authority
4.27M
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)
Sole69
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings69
Rows:
MICROSOFT CORP
SOLEShares20.28K
TypeSH
Market value$9.8K
7.30%
Sole
20.28K
Shared
0.00
None
0.00
HECLA MNG CO
SOLEShares473.17K
TypeSH
Market value$9.1K
6.76%
Sole
473.17K
Shared
0.00
None
0.00
NEWMONT CORP
SOLEShares80.67K
TypeSH
Market value$8.1K
6.00%
Sole
80.67K
Shared
0.00
None
0.00
PAN AMERN SILVER CORP F
SOLEShares143.07K
TypeSH
Market value$7.4K
5.52%
Sole
143.07K
Shared
0.00
None
0.00
ANGLOGOLD ASHANTI PLC F
SOLEShares86.91K
TypeSH
Market value$7.4K
5.52%
Sole
86.91K
Shared
0.00
None
0.00
ISHARES SILVER TRUST ETF
SOLEShares97.23K
TypeSH
Market value$6.3K
4.66%
Sole
97.23K
Shared
0.00
None
0.00
TUTOR PERINI CORP
SOLEShares72.50K
TypeSH
Market value$4.9K
3.62%
Sole
72.50K
Shared
0.00
None
0.00
M&T BK CORP
SOLEShares22.41K
TypeSH
Market value$4.5K
3.36%
Sole
22.41K
Shared
0.00
None
0.00
CEMEX S A B DE C V F SPONSORED
SOLEShares376.02K
TypeSH
Market value$4.3K
3.22%
Sole
376.02K
Shared
0.00
None
0.00
ALCOA CORP
SOLEShares76.44K
TypeSH
Market value$4.1K
3.02%
Sole
76.44K
Shared
0.00
None
0.00
RANGE RESOURCES CORP
SOLEShares97.50K
TypeSH
Market value$3.4K
2.56%
Sole
97.50K
Shared
0.00
None
0.00
PETROLEO BRASILEIRO SA F SPONS
SOLEShares288.60K
TypeSH
Market value$3.4K
2.55%
Sole
288.60K
Shared
0.00
None
0.00
BLACK HILLS CORP
SOLEShares46.26K
TypeSH
Market value$3.2K
2.39%
Sole
46.26K
Shared
0.00
None
0.00
NUTRIEN LTD F
SOLEShares51.08K
TypeSH
Market value$3.2K
2.35%
Sole
51.08K
Shared
0.00
None
0.00
TOTALENERGIES F
SOLEShares47.19K
TypeSH
Market value$3.1K
2.30%
Sole
47.19K
Shared
0.00
None
0.00
INTERNATIONAL SEAWAYS INC
SOLEShares58.83K
TypeSH
Market value$2.9K
2.13%
Sole
58.83K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares8.49K
TypeSH
Market value$2.8K
2.07%
Sole
8.49K
Shared
0.00
None
0.00
TELEFONICA BRASIL SA F SPONSOR
SOLEShares224.23K
TypeSH
Market value$2.7K
1.98%
Sole
224.23K
Shared
0.00
None
0.00
INNOVEX INTL INC EQUITY CLASS
SOLEShares121.53K
TypeSH
Market value$2.7K
1.98%
Sole
121.53K
Shared
0.00
None
0.00
BUNGE GLOBAL SA F
SOLEShares29.21K
TypeSH
Market value$2.6K
1.94%
Sole
29.21K
Shared
0.00
None
0.00
NORTHWESTERN ENERGY
SOLEShares40.19K
TypeSH
Market value$2.6K
1.93%
Sole
40.19K
Shared
0.00
None
0.00
LAZARD INC
SOLEShares52.83K
TypeSH
Market value$2.6K
1.91%
Sole
52.83K
Shared
0.00
None
0.00
NOKIA CORP F SPONSORED ADR 1 A
SOLEShares383.20K
TypeSH
Market value$2.5K
1.85%
Sole
383.20K
Shared
0.00
None
0.00
FLUOR CORP NEW
SOLEShares61.39K
TypeSH
Market value$2.4K
1.81%
Sole
61.39K
Shared
0.00
None
0.00
HAWAIIAN ELEC INDS INC
SOLEShares190.83K
TypeSH
Market value$2.3K
1.75%
Sole
190.83K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 20.28K | SH | $9.8K 7.30% | 20.28K | 0.00 | 0.00 |
HECLA MNG COSOLE | COM | 473.17K | SH | $9.1K 6.76% | 473.17K | 0.00 | 0.00 |
NEWMONT CORPSOLE | COM | 80.67K | SH | $8.1K 6.00% | 80.67K | 0.00 | 0.00 |
PAN AMERN SILVER CORP FSOLE | COM | 143.07K | SH | $7.4K 5.52% | 143.07K | 0.00 | 0.00 |
ANGLOGOLD ASHANTI PLC FSOLE | COM | 86.91K | SH | $7.4K 5.52% | 86.91K | 0.00 | 0.00 |
ISHARES SILVER TRUST ETFSOLE | ISHARES | 97.23K | SH | $6.3K 4.66% | 97.23K | 0.00 | 0.00 |
TUTOR PERINI CORPSOLE | COM | 72.50K | SH | $4.9K 3.62% | 72.50K | 0.00 | 0.00 |
M&T BK CORPSOLE | COM | 22.41K | SH | $4.5K 3.36% | 22.41K | 0.00 | 0.00 |
CEMEX S A B DE C V F SPONSOREDSOLE | ADR | 376.02K | SH | $4.3K 3.22% | 376.02K | 0.00 | 0.00 |
ALCOA CORPSOLE | COM | 76.44K | SH | $4.1K 3.02% | 76.44K | 0.00 | 0.00 |
RANGE RESOURCES CORPSOLE | COM | 97.50K | SH | $3.4K 2.56% | 97.50K | 0.00 | 0.00 |
PETROLEO BRASILEIRO SA F SPONSSOLE | ADR | 288.60K | SH | $3.4K 2.55% | 288.60K | 0.00 | 0.00 |
BLACK HILLS CORPSOLE | COM | 46.26K | SH | $3.2K 2.39% | 46.26K | 0.00 | 0.00 |
NUTRIEN LTD FSOLE | COM | 51.08K | SH | $3.2K 2.35% | 51.08K | 0.00 | 0.00 |
TOTALENERGIES FSOLE | COM | 47.19K | SH | $3.1K 2.30% | 47.19K | 0.00 | 0.00 |
INTERNATIONAL SEAWAYS INCSOLE | COM | 58.83K | SH | $2.9K 2.13% | 58.83K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 8.49K | SH | $2.8K 2.07% | 8.49K | 0.00 | 0.00 |
TELEFONICA BRASIL SA F SPONSORSOLE | ADR | 224.23K | SH | $2.7K 1.98% | 224.23K | 0.00 | 0.00 |
INNOVEX INTL INC EQUITY CLASSSOLE | COM | 121.53K | SH | $2.7K 1.98% | 121.53K | 0.00 | 0.00 |
BUNGE GLOBAL SA FSOLE | COM | 29.21K | SH | $2.6K 1.94% | 29.21K | 0.00 | 0.00 |
NORTHWESTERN ENERGYSOLE | COM | 40.19K | SH | $2.6K 1.93% | 40.19K | 0.00 | 0.00 |
LAZARD INCSOLE | COM | 52.83K | SH | $2.6K 1.91% | 52.83K | 0.00 | 0.00 |
NOKIA CORP F SPONSORED ADR 1 ASOLE | ADR | 383.20K | SH | $2.5K 1.85% | 383.20K | 0.00 | 0.00 |
FLUOR CORP NEWSOLE | COM | 61.39K | SH | $2.4K 1.81% | 61.39K | 0.00 | 0.00 |
HAWAIIAN ELEC INDS INCSOLE | COM | 190.83K | SH | $2.3K 1.75% | 190.83K | 0.00 | 0.00 |
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