Long-term investor
Lesa Sroufe & Co. @lesasroufeco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001492162).
Record
- Tracked since 2025-06-30 (476 days), 65 trades recorded
- Returns: week n/a · month n/a · 90 days +0.8% · 6 months -7.4% · 1 year +21.9% · all +21.9%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 6.3% · long · since 2025-06-30
- NEM · 5.6% · long · since 2025-06-30
- G0378L100 · 5.0% · long · since 2025-06-30
- 697900108 · 4.8% · long · since 2025-06-30
- 55261F104 · 4.3% · long · since 2025-06-30
- 40090E106 · 3.9% · long · since 2026-03-31
- 46428Q109 · 3.8% · long · since 2025-06-30
- 71654V408 · 3.4% · long · since 2025-06-30
- INSW · 3.4% · long · since 2025-06-30
- 151290889 · 3.4% · long · since 2025-06-30
- FLR · 3.3% · long · since 2025-06-30
- ALK · 3.3% · long · since 2025-06-30