Moerus Capital Management LLC: 13F holdings
CIK 17426472026Q2
| Positions | 14 |
|---|
| Reported value | $224.4m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 14 (-1 vs prior quarter) |
|---|
| Reported value | $224.4m (-17.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| JEF JEFFERIES FINANCIAL GROUP ORD | 910,370 | $45.5m | 20.3% |
| CNH INDUSTRIAL ORD | 3,705,690 | $41.6m | 18.5% |
| ARCOS DORADOS HOLDINGS CL A ORD | 4,275,279 | $34.5m | 15.4% |
| BBD BANCO BRADESCO ADR REPSTG 1 PRF | 8,329,722 | $28.9m | 12.9% |
| WPM WHEATON PRECIOUS METALS ORD | 202,628 | $22.8m | 10.1% |
| GREENFIRE RESOURCES ORD | 2,232,277 | $12.6m | 5.6% |
| GGAL GRUPO FINANCIERO ADR REP 10 CL B ORD | 246,487 | $12.3m | 5.5% |
| BN BROOKFIELD CL A ORD | 227,939 | $9.7m | 4.3% |
| DOUG DOUGLAS ELLIMAN ORD | 3,241,090 | $5.7m | 2.6% |
| TDW TIDEWATER ORD | 82,251 | $5.5m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1742647")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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