Moerus Capital Management

Moerus Capital Management as of Sept. 30, 2020

Portfolio Holdings for Moerus Capital Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Jefferies Finl Group (JEF) 17.7 $36M 2.0M 18.00
Spectrum Brands Holding (SPB) 16.3 $34M 586k 57.16
Nutrien (NTR) 14.0 $29M 732k 39.23
Arcos Dorados Holdings (ARCO) 11.1 $23M 5.6M 4.10
Telefonica Brasil Sa (VIV) 10.1 $21M 2.7M 7.67
Cameco Corporation (CCJ) 8.7 $18M 1.8M 10.11
Tidewater (TDW) 8.5 $18M 2.6M 6.71
Wheaton Precious Metals Corp (WPM) 7.2 $15M 303k 49.07
Brookfield Asset Management 3.5 $7.1M 215k 33.06
Csw Industrials (CSWI) 1.3 $2.6M 33k 77.26
Capital Southwest Corporation (CSWC) 1.0 $2.0M 140k 14.05
Despegar Com Corp ord (DESP) 0.6 $1.2M 196k 6.36
Copa Holdings Sa-class A (CPA) 0.1 $140k 2.8k 50.51