Moerus Capital Management

Moerus Capital Management as of June 30, 2020

Portfolio Holdings for Moerus Capital Management

Moerus Capital Management holds 12 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Jefferies Finl Group (JEF) 16.7 $30M 1.9M 15.55
Spectrum Brands Holding (SPB) 14.9 $27M 582k 45.90
Telefonica Brasil Sa 12.4 $22M 2.5M 8.86
Nutrien (NTR) 12.1 $22M 679k 32.10
Arcos Dorados Holdings (ARCO) 12.0 $22M 5.2M 4.19
Cameco Corporation (CCJ) 10.0 $18M 1.7M 10.25
Tidewater (TDW) 7.6 $14M 2.4M 5.59
Wheaton Precious Metals Corp (WPM) 7.2 $13M 295k 44.05
Brookfield Asset Management 3.9 $7.1M 215k 32.90
Csw Industrials (CSWI) 1.3 $2.3M 33k 69.11
Capital Southwest Corporation (CSWC) 1.1 $1.9M 140k 13.48
Despegar Com Corp ord (DESP) 0.7 $1.3M 187k 7.18