Holdings
Moerus Capital Management LLC
As of Jun 30, 2026, Moerus Capital Management LLC reported 12 positions worth US$170M. Largest: Jefferies Financial Group Inc., Arcos Dorados Holdings Inc. and Banco Bradesco Sa. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Jefferies Financial Group Inc. | 910K | US$45.5M | +133K | Jun 30, 2026 |
| Arcos Dorados Holdings Inc. | 4.28M | US$34.5M | +11,690 | Jun 30, 2026 |
| Banco Bradesco Sa | 8.33M | US$28.9M | −77,998 | Jun 30, 2026 |
| Wheaton Precious Metals Corp | 203K | US$22.8M | −32,017 | Jun 30, 2026 |
| Greenfire Resources Ltd. | 2.23M | US$12.6M | −104K | Jun 30, 2026 |
| Brookfield Corporation | 228K | US$9.71M | no change | Jun 30, 2026 |
| Douglas Elliman Inc. | 3.24M | US$5.74M | +149K | Jun 30, 2026 |
| Tidewater Inc. | 82,251 | US$5.48M | −25,741 | Jun 30, 2026 |
| Csw Industrials, Inc. | 6,847 | US$1.91M | no change | Jun 30, 2026 |
| Brookfield Asset Management Inc | 41,318 | US$1.85M | no change | Jun 30, 2026 |