Moerus Capital Management as of March 31, 2022
Portfolio Holdings for Moerus Capital Management
Moerus Capital Management holds 13 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nutrien (NTR) | 16.2 | $58M | 562k | 103.99 | |
| Tidewater (TDW) | 16.1 | $58M | 2.7M | 21.74 | |
| Arcos Dorados Holdings (ARCO) | 13.6 | $49M | 6.0M | 8.13 | |
| Spectrum Brands Holding (SPB) | 12.8 | $46M | 521k | 88.72 | |
| Wheaton Precious Metals Corp (WPM) | 10.6 | $38M | 807k | 47.58 | |
| Cameco Corporation (CCJ) | 10.1 | $37M | 1.3M | 29.12 | |
| Jefferies Finl Group (JEF) | 8.0 | $29M | 881k | 32.85 | |
| Despegar Com Corp ord (DESP) | 7.4 | $27M | 2.2M | 12.20 | |
| Brookfield Asset Management | 3.2 | $12M | 205k | 56.57 | |
| Capital Southwest Corporation (CSWC) | 0.8 | $3.0M | 128k | 23.73 | |
| Csw Industrials (CSWI) | 0.7 | $2.5M | 21k | 117.60 | |
| Copa Holdings Sa-class A (CPA) | 0.4 | $1.5M | 18k | 83.63 | |
| Brookfield Asset Mgmt Reins | 0.0 | $84k | 1.5k | 56.91 |
