MOERUS CAPITAL MANAGEMENT LLC

PrivateCIK: 1742647
Location

NEW YORK, NY

14
Positions
$224.38M
Total AUM (reported)
23.56M
Total Shares

Allocation by class

TOTAL AUM$224.38M14 positions
COM$224.38M100.0%

Portfolio Concentration

Top 354.2%4–1043.5%11–252.4%TOP 1097.6%0%100%
Top 3$121.57M54.2%
4–10$97.53M43.5%
11–25$5.28M2.4%

Top 3 weight

54.2%

Top 10 weight

97.6%

Voting Authority Distribution

Total shares with voting rights: 23.56M

Sole

Full voting authority

22.71M

shares

% of voting shares96.4%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

857.76K

shares

% of voting shares3.6%

Investment Discretion (by position count)

Sole14
Shared0
Other0
Dominant voting typeSole · 96.4% of voting shares
Institutional Holdings14
Rows:

JEFFERIES FINANCIAL GROUP ORD

SOLE
Com
Shares910.37K
TypeSH
Market value$45.50M
20.28%
Sole
910.37K
Shared
0.00
None
0.00

CNH INDUSTRIAL ORD

SOLE
Com
Shares3.71M
TypeSH
Market value$41.61M
18.55%
Sole
3.63M
Shared
0.00
None
75.58K

ARCOS DORADOS HOLDINGS CL A ORD

SOLE
Com
Shares4.28M
TypeSH
Market value$34.46M
15.36%
Sole
4.16M
Shared
0.00
None
120.11K

BANCO BRADESCO ADR REPSTG 1 PRF

SOLE
Com
Shares8.33M
TypeSH
Market value$28.90M
12.88%
Sole
8.18M
Shared
0.00
None
153.07K

WHEATON PRECIOUS METALS ORD

SOLE
Com
Shares202.63K
TypeSH
Market value$22.76M
10.14%
Sole
202.63K
Shared
0.00
None
0.00

GREENFIRE RESOURCES ORD

SOLE
Com
Shares2.23M
TypeSH
Market value$12.61M
5.62%
Sole
2.04M
Shared
0.00
None
194.50K

GRUPO FINANCIERO ADR REP 10 CL B ORD

SOLE
Com
Shares246.49K
TypeSH
Market value$12.33M
5.50%
Sole
225.15K
Shared
0.00
None
21.34K

BROOKFIELD CL A ORD

SOLE
Com
Shares227.94K
TypeSH
Market value$9.71M
4.33%
Sole
227.94K
Shared
0.00
None
0.00

DOUGLAS ELLIMAN ORD

SOLE
Com
Shares3.24M
TypeSH
Market value$5.74M
2.56%
Sole
2.96M
Shared
0.00
None
285.92K

TIDEWATER ORD

SOLE
Com
Shares82.25K
TypeSH
Market value$5.48M
2.44%
Sole
75.02K
Shared
0.00
None
7.23K

CSW INDUSTRIALS ORD

SOLE
Com
Shares6.85K
TypeSH
Market value$1.91M
0.85%
Sole
6.85K
Shared
0.00
None
0.00

BROOKFIELD ASSET MNGMT CL A ORD

SOLE
Com
Shares41.32K
TypeSH
Market value$1.85M
0.83%
Sole
41.32K
Shared
0.00
None
0.00

CAPITAL SOUTHWEST ORD

SOLE
Com
Shares61.70K
TypeSH
Market value$1.47M
0.65%
Sole
61.70K
Shared
0.00
None
0.00

BROOKFIELD WEALTH SOLUTIONS CL A ORD

SOLE
Com
Shares1.19K
TypeSH
Market value$50.6K
0.02%
Sole
1.19K
Shared
0.00
None
0.00