Moerus Capital Management

Moerus Capital Management as of Sept. 30, 2019

Portfolio Holdings for Moerus Capital Management

Moerus Capital Management holds 15 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Jefferies Finl Group (JEF) 13.1 $39M 2.1M 18.40
Arcos Dorados Holdings (ARCO) 12.6 $37M 5.5M 6.72
Telefonica Brasil Sa (VIV) 12.5 $37M 2.8M 13.17
Spectrum Brands Holding (SPB) 12.3 $36M 687k 52.72
Nutrien (NTR) 10.9 $32M 645k 49.88
Tidewater (TDW) 8.4 $25M 1.6M 15.11
Franklin Resources (BEN) 7.2 $21M 734k 28.86
Cameco Corporation (CCJ) 5.9 $17M 1.8M 9.50
Gran Tierra Energy 5.4 $16M 13M 1.24
Wheaton Precious Metals Corp (WPM) 4.1 $12M 456k 26.24
Brookfield Asset Management 4.0 $12M 221k 53.09
Csw Industrials (CSWI) 1.3 $3.8M 55k 69.03
Capital Southwest Corporation (CSWC) 1.0 $3.1M 140k 21.80
Copa Holdings Sa-class A (CPA) 0.8 $2.3M 23k 98.74
Royal Gold (RGLD) 0.4 $1.3M 11k 123.20