Universe · entity
Moerus Capital Management LLC
Institutional manager (13F) · CIK 1742647
13F holdings · as of 2026-03-31 · top 15 · reported portfolio $271M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VALARIS ORD | $45M | 463,985 |
| 2 | NUTRIEN ORD | $45M | 599,236 |
| 3 | ARCOS DORADOS HOLDINGS CL A ORD | $35M | 4,263,589 |
| 4 | JEFFERIES FINANCIAL GROUP ORD | $32M | 777,068 |
| 5 | WHEATON PRECIOUS METALS ORD | $31M | 234,645 |
| 6 | BANCO BRADESCO ADR REPSTG 1 PRF | $31M | 8,407,720 |
| 7 | GREENFIRE RESOURCES ORD | $15M | 2,335,804 |
| 8 | BROOKFIELD CL A ORD | $9M | 227,939 |
| 9 | TIDEWATER ORD | $9M | 107,992 |
| 10 | GRUPO FINANCIERO ADR REP 10 CL B ORD | $8M | 175,098 |
| 11 | DOUGLAS ELLIMAN ORD | $5M | 3,092,490 |
| 12 | BROOKFIELD ASSET MNGMT CL A ORD | $2M | 41,318 |
| 13 | CSW INDUSTRIALS ORD | $2M | 6,847 |
| 14 | CAPITAL SOUTHWEST ORD | $1M | 61,698 |
| 15 | BROOKFIELD WEALTH SOLUTIONS CL A ORD | $49k | 1,187 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.