Moerus Capital Management

Moerus Capital Management as of Sept. 30, 2022

Portfolio Holdings for Moerus Capital Management

Moerus Capital Management holds 14 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tidewater (TDW) 16.3 $38M 1.8M 21.70
Jefferies Finl Group (JEF) 14.2 $33M 1.1M 29.50
Arcos Dorados Holdings (ARCO) 13.1 $31M 4.2M 7.29
Wheaton Precious Metals Corp (WPM) 13.0 $31M 946k 32.36
Cameco Corporation (CCJ) 10.9 $26M 971k 26.51
Nutrien (NTR) 10.9 $26M 307k 83.38
Spectrum Brands Holding (SPB) 9.0 $21M 541k 39.03
Despegar Com Corp ord (DESP) 5.8 $14M 2.4M 5.70
Brookfield Asset Management 3.3 $7.7M 188k 40.89
Csw Industrials (CSWI) 1.0 $2.4M 20k 119.81
Capital Southwest Corporation (CSWC) 0.9 $2.1M 126k 16.94
Yamana Gold 0.8 $1.9M 424k 4.53
Copa Holdings Sa-class A (CPA) 0.7 $1.7M 25k 66.99
Brookfield Asset Mgmt Reins 0.0 $60k 1.5k 40.65