Moerus Capital Management

Moerus Capital Management as of June 30, 2019

Portfolio Holdings for Moerus Capital Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Arcos Dorados Holdings (ARCO) 13.2 $42M 5.8M 7.28
Jefferies Finl Group (JEF) 12.5 $40M 2.1M 19.23
Tidewater (TDW) 11.4 $37M 1.6M 23.48
Telefonica Brasil Sa 11.2 $36M 2.8M 13.02
Nutrien (NTR) 10.6 $34M 640k 53.46
Spectrum Brands Holding (SPB) 10.2 $33M 610k 53.77
Franklin Resources (BEN) 9.4 $30M 874k 34.80
Cameco Corporation (CCJ) 5.9 $19M 1.8M 10.72
Gran Tierra Energy 4.2 $13M 8.5M 1.57
Wheaton Precious Metals Corp (WPM) 3.9 $13M 520k 24.18
Brookfield Asset Management 3.9 $12M 261k 47.78
Csw Industrials (CSWI) 1.6 $5.0M 74k 68.16
Capital Southwest Corporation (CSWC) 0.9 $2.9M 140k 20.95
Copa Holdings Sa-class A (CPA) 0.8 $2.5M 26k 97.57
Royal Gold (RGLD) 0.4 $1.3M 12k 102.49