Filed: 4/27/2026ACC: 0001492162-26-000002
📋 What this filing means
LESA SROUFE & CO filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $146.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$146.9K
Total AUM (reported)
3.80M
Total Shares
Allocation by class
COM$115.3K78.5%
ADR$18.9K12.9%
ETF$12.7K8.6%
Portfolio Concentration
Top 3$26.2K17.9%
4–10$40.5K27.6%
11–25$53.5K36.4%
Rest$26.7K18.2%
Top 3 weight
17.9%
Top 10 weight
45.4%
Voting Authority Distribution
Total shares with voting rights: 3.80M
Sole
Full voting authority
3.80M
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)
Sole68
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings68
Rows:
MICROSOFT CORP COM
SOLEShares24.80K
TypeSH
Market value$9.2K
6.25%
Sole
24.80K
Shared
0.00
None
0.00
NEWMONT CORP COM
SOLEShares81.47K
TypeSH
Market value$8.8K
6.00%
Sole
81.47K
Shared
0.00
None
0.00
ANGLOGOLD ASHANTI PLC COM SHS
SOLEShares84.69K
TypeSH
Market value$8.2K
5.61%
Sole
84.69K
Shared
0.00
None
0.00
PAN AMERN SILVER CORP COM
SOLEShares145.39K
TypeSH
Market value$7.9K
5.41%
Sole
145.39K
Shared
0.00
None
0.00
ISHARES SILVER TRUST ETF
SOLEShares96.70K
TypeSH
Market value$6.6K
4.49%
Sole
96.70K
Shared
0.00
None
0.00
PETROLEO BRASILEIRO S A SPONSORED ADR
SOLEShares288.15K
TypeSH
Market value$6.0K
4.07%
Sole
288.15K
Shared
0.00
None
0.00
M & T BANK CORP
SOLEShares25.87K
TypeSH
Market value$5.3K
3.64%
Sole
25.87K
Shared
0.00
None
0.00
ALCOA CORP COM
SOLEShares77.65K
TypeSH
Market value$5.2K
3.51%
Sole
77.65K
Shared
0.00
None
0.00
GRUPO CIBEST SA FSPONSORED ADR 1 ADR REPS 4 ORD SHS
SOLEShares66.63K
TypeSH
Market value$4.9K
3.30%
Sole
66.63K
Shared
0.00
None
0.00
HECLA MINING COMPANY COM
SOLEShares248.69K
TypeSH
Market value$4.6K
3.15%
Sole
248.69K
Shared
0.00
None
0.00
RANGE RES CORP COM
SOLEShares100.71K
TypeSH
Market value$4.5K
3.10%
Sole
100.71K
Shared
0.00
None
0.00
CEMEX SA EURO MTN BE 144A SPON ADR NEW
SOLEShares380.70K
TypeSH
Market value$4.4K
2.96%
Sole
380.70K
Shared
0.00
None
0.00
TOTALENERGIES F
SOLEShares47.82K
TypeSH
Market value$4.4K
2.96%
Sole
47.82K
Shared
0.00
None
0.00
INTERNATIONAL SEAWAYS INC COM
SOLEShares59.69K
TypeSH
Market value$4.3K
2.96%
Sole
59.69K
Shared
0.00
None
0.00
NUTRIEN LTD COM
SOLEShares52K
TypeSH
Market value$3.9K
2.67%
Sole
52K
Shared
0.00
None
0.00
BUNGE GLOBAL SA COM SHS
SOLEShares29.71K
TypeSH
Market value$3.8K
2.57%
Sole
29.71K
Shared
0.00
None
0.00
TELEFONICA BRASIL S. F SPONSORED ADR 1 ADR
SOLEShares229.28K
TypeSH
Market value$3.6K
2.48%
Sole
229.28K
Shared
0.00
None
0.00
PROSHARES SHORT QQQ ETF
SOLEShares108.72K
TypeSH
Market value$3.5K
2.38%
Sole
108.72K
Shared
0.00
None
0.00
BLACK HILLS CORP COM
SOLEShares46.83K
TypeSH
Market value$3.3K
2.21%
Sole
46.83K
Shared
0.00
None
0.00
ALASKA AIR GROUP INC
SOLEShares84.23K
TypeSH
Market value$3.1K
2.11%
Sole
84.23K
Shared
0.00
None
0.00
INNOVEX INTERNATIONAL INC COM
SOLEShares122.79K
TypeSH
Market value$3.0K
2.04%
Sole
122.79K
Shared
0.00
None
0.00
AMGEN INC COM
SOLEShares8.49K
TypeSH
Market value$3.0K
2.03%
Sole
8.49K
Shared
0.00
None
0.00
TUTOR PERINI CORP COM
SOLEShares37.79K
TypeSH
Market value$2.9K
1.99%
Sole
37.79K
Shared
0.00
None
0.00
FLUOR CORP COM
SOLEShares62.17K
TypeSH
Market value$2.9K
1.97%
Sole
62.17K
Shared
0.00
None
0.00
HAWAIIAN ELEC INDS INC MTN BE COM
SOLEShares193.98K
TypeSH
Market value$2.9K
1.96%
Sole
193.98K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP COMSOLE | COM | 24.80K | SH | $9.2K 6.25% | 24.80K | 0.00 | 0.00 |
NEWMONT CORP COMSOLE | COM | 81.47K | SH | $8.8K 6.00% | 81.47K | 0.00 | 0.00 |
ANGLOGOLD ASHANTI PLC COM SHSSOLE | COM | 84.69K | SH | $8.2K 5.61% | 84.69K | 0.00 | 0.00 |
PAN AMERN SILVER CORP COMSOLE | COM | 145.39K | SH | $7.9K 5.41% | 145.39K | 0.00 | 0.00 |
ISHARES SILVER TRUST ETFSOLE | ETF | 96.70K | SH | $6.6K 4.49% | 96.70K | 0.00 | 0.00 |
PETROLEO BRASILEIRO S A SPONSORED ADRSOLE | ADR | 288.15K | SH | $6.0K 4.07% | 288.15K | 0.00 | 0.00 |
M & T BANK CORPSOLE | COM | 25.87K | SH | $5.3K 3.64% | 25.87K | 0.00 | 0.00 |
ALCOA CORP COMSOLE | COM | 77.65K | SH | $5.2K 3.51% | 77.65K | 0.00 | 0.00 |
GRUPO CIBEST SA FSPONSORED ADR 1 ADR REPS 4 ORD SHSSOLE | ADR | 66.63K | SH | $4.9K 3.30% | 66.63K | 0.00 | 0.00 |
HECLA MINING COMPANY COMSOLE | COM | 248.69K | SH | $4.6K 3.15% | 248.69K | 0.00 | 0.00 |
RANGE RES CORP COMSOLE | COM | 100.71K | SH | $4.5K 3.10% | 100.71K | 0.00 | 0.00 |
CEMEX SA EURO MTN BE 144A SPON ADR NEWSOLE | ADR | 380.70K | SH | $4.4K 2.96% | 380.70K | 0.00 | 0.00 |
TOTALENERGIES FSOLE | COM | 47.82K | SH | $4.4K 2.96% | 47.82K | 0.00 | 0.00 |
INTERNATIONAL SEAWAYS INC COMSOLE | COM | 59.69K | SH | $4.3K 2.96% | 59.69K | 0.00 | 0.00 |
NUTRIEN LTD COMSOLE | COM | 52K | SH | $3.9K 2.67% | 52K | 0.00 | 0.00 |
BUNGE GLOBAL SA COM SHSSOLE | COM | 29.71K | SH | $3.8K 2.57% | 29.71K | 0.00 | 0.00 |
TELEFONICA BRASIL S. F SPONSORED ADR 1 ADRSOLE | ADR | 229.28K | SH | $3.6K 2.48% | 229.28K | 0.00 | 0.00 |
PROSHARES SHORT QQQ ETFSOLE | ETF | 108.72K | SH | $3.5K 2.38% | 108.72K | 0.00 | 0.00 |
BLACK HILLS CORP COMSOLE | COM | 46.83K | SH | $3.3K 2.21% | 46.83K | 0.00 | 0.00 |
ALASKA AIR GROUP INCSOLE | COM | 84.23K | SH | $3.1K 2.11% | 84.23K | 0.00 | 0.00 |
INNOVEX INTERNATIONAL INC COMSOLE | COM | 122.79K | SH | $3.0K 2.04% | 122.79K | 0.00 | 0.00 |
AMGEN INC COMSOLE | COM | 8.49K | SH | $3.0K 2.03% | 8.49K | 0.00 | 0.00 |
TUTOR PERINI CORP COMSOLE | COM | 37.79K | SH | $2.9K 1.99% | 37.79K | 0.00 | 0.00 |
FLUOR CORP COMSOLE | COM | 62.17K | SH | $2.9K 1.97% | 62.17K | 0.00 | 0.00 |
HAWAIIAN ELEC INDS INC MTN BE COMSOLE | COM | 193.98K | SH | $2.9K 1.96% | 193.98K | 0.00 | 0.00 |
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