Moerus Capital Management as of Dec. 31, 2024
Portfolio Holdings for Moerus Capital Management
Moerus Capital Management holds 16 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Jefferies Finl Group (JEF) | 18.3 | $50M | 640k | 78.40 | |
| Enerflex (EFXT) | 17.4 | $48M | 4.8M | 9.95 | |
| Wheaton Precious Metals Corp (WPM) | 14.7 | $40M | 714k | 56.24 | |
| Despegar Com Corp ord | 11.8 | $32M | 1.7M | 19.25 | |
| Cameco Corporation (CCJ) | 11.6 | $32M | 620k | 51.39 | |
| Nutrien (NTR) | 10.5 | $29M | 641k | 44.75 | |
| Arcos Dorados Holdings (ARCO) | 5.6 | $16M | 2.1M | 7.28 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 3.3 | $9.0M | 157k | 57.45 | |
| Grupo Financiero Galicia (GGAL) | 1.4 | $3.9M | 62k | 62.32 | |
| Douglas Elliman (DOUG) | 1.3 | $3.6M | 2.2M | 1.67 | |
| Teck Resources Ltd cl b (TECK) | 1.1 | $3.0M | 74k | 40.53 | |
| Csw Industrials (CSW) | 1.0 | $2.7M | 7.8k | 352.80 | |
| Brookfield Asset Management (BAM) | 0.8 | $2.2M | 41k | 54.19 | |
| Capital Southwest Corporation (CSWC) | 0.6 | $1.6M | 74k | 21.82 | |
| Copa Holdings Sa-class A (CPA) | 0.5 | $1.5M | 17k | 87.88 | |
| Brookfield Wealth Sol Ltd Cl A Exchangeab (BNT) | 0.0 | $56k | 971.00 | 57.49 |
