LESA SROUFE & CO 13F Portfolio
LESA SROUFE & CO runs LESA SROUFE & CO and currently holds 66 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $140.21M. Their top holdings are MSFT, NEM, AU, PAAS, MTB. The top five represent 26.0% of reported portfolio weight. LESA SROUFE & CO ranks #275 out of 1000 investors tracked by Alpha Score. In the most recent quarter, LESA SROUFE & CO initiated 3 new positions. They added to 30 existing positions. They trimmed 3 positions. Their current best-performing preview position is HTLD with returns of +46.35%.
Portfolio Value
$140.21M
Alpha Score
77.2
#275 of 1000
Holdings
66
LESA SROUFE & CO Current 13F Holdings
Reported holdings from LESA SROUFE & CO's latest SEC 13F filing, ranked by portfolio weight.
66 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 MSFT MICROSOFT CORP COM | 6.27% | $374.59 | $535.07 | +42.84% | Trimmed -4.92% |
 NEM NEWMONT CORP COM | 5.60% | $50.42 | $117.83 | +133.70% | Added +3.16% |
 AU ANGLOGOLD ASHANTI PLC COM SHS | 5.01% | $38.93 | $94.19 | +141.95% | Added +2.60% |
 PAAS PAN AMERN SILVER CORP COM | 4.81% | $27.01 | $46.26 | +71.27% | Added +3.59% |
 MTB M & T BANK CORP | 4.26% | $182.49 | $217.45 | +19.16% | Trimmed -3.09% |
 CIB GRUPO CIBEST SA FSPONSORED ADR 1 ADR REPS 4 ORD SHS | 3.90% | $73.02 | $94.70 | +29.69% | Added +3.26% |
 SLV ISHARES SILVER TRUST ETF | 3.79% | $32.13 | $54.79 | +70.52% | Added +2.85% |
 PBR PETROLEO BRASILEIRO S A SPONSORED ADR | 3.41% | $14.38 | $25.30 | +75.94% | Added +2.73% |
 INSW INTERNATIONAL SEAWAYS INC COM | 3.37% | $35.33 | $119.82 | +239.15% | Added +3.25% |
 CX CEMEX SA EURO MTN BE 144A SPON ADR NEW | 3.35% | $5.93 | $9.56 | +61.16% | Added +2.92% |
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