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LESA SROUFE & CO
LESA SROUFE & CO
Latest filing: 2026-06-30
LESA SROUFE & CO runs LESA SROUFE & CO and currently holds 66 stock positions, which is fewer than the average of 230 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 #278 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%.
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66 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 MSFT MICROSOFT CORP COM | 6.27% | $374.59 | $483.24 | +29.01% | Trimmed -4.92% |
 NEM NEWMONT CORP COM | 5.60% | $50.42 | $131.59 | +160.99% | Added +3.16% |
 AU ANGLOGOLD ASHANTI PLC COM SHS | 5.01% | $38.93 | $121.21 | +211.35% | Added +2.60% |
 PAAS PAN AMERN SILVER CORP COM | 4.81% | $27.01 | $53.09 | +96.54% | Added +3.59% |
 MTB M & T BANK CORP | 4.26% | $182.49 | $240.38 | +31.72% | Trimmed -3.09% |
 CIB GRUPO CIBEST SA FSPONSORED ADR 1 ADR REPS 4 ORD SHS | 3.90% | $73.02 | $101.36 | +38.80% | Added +3.26% |
 SLV ISHARES SILVER TRUST ETF | 3.79% | $32.13 | $62.72 | +95.21% | Added +2.85% |
 PBR PETROLEO BRASILEIRO S A SPONSORED ADR | 3.41% | $14.38 | $19.15 | +33.17% | Added +2.73% |
 INSW INTERNATIONAL SEAWAYS INC COM | 3.37% | $35.33 | $99.39 | +181.32% | Added +3.25% |
 CX CEMEX SA EURO MTN BE 144A SPON ADR NEW | 3.35% | $5.93 | $11.10 | +87.10% | Added +2.92% |
Showing 1-10 of 66