Moerus Capital Management LLC
CIK:0001742647
Investment Adviser
$779M AUM
14 holdings
New York, NY, United States
Moerus Capital Management LLC is an SEC-registered investment adviser specializing in global value investing for institutional clients and high-net-worth individuals.
Investment Strategy
Specializes in global value investing, focusing on undervalued securities with a long-term horizon.
Top Buys
V
VALVALARIS ORD+$11.5M
J
JEFJEFFERIES FINANCIAL GROUP ORD+$5.7M
B
BBDBANCO BRADESCO ADR REPSTG 1 PRF+$4.3M
D
DOUGDOUGLAS ELLIMAN ORD+$2.2M
B
BNBROOKFIELD CL A ORD+$1.5M
Top Sells
W
WPMWHEATON PRECIOUS METALS ORD-$11.2M
C
CPACOPA HOLDINGS CL A ORD-$2.9M
A
ARCOARCOS DORADOS HOLDINGS CL A ORD-$2.4M
B
BNBROOKFIELD CL A ORD+$1.5M
T
TECKTECK RESOURCES CL B ORD+$1.2M
Top Holdings
W
WPMWHEATON PRECIOUS METALS ORD+18.7%$43.8M
J
JEFJEFFERIES FINANCIAL GROUP ORD+15.5%$36.4M
N
NTRNUTRIEN ORD+14.1%$33.0M
B
BBDBANCO BRADESCO ADR REPSTG 1 PRF+13.5%$31.7M
V
VALVALARIS ORD+12.7%$29.8M
Equity Positions (13)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
W WPM | WHEATON PRECIOUS METALS ORD | 18.71% | $43.8M | 488,154 | $37.74 | $89.80 | -$11.2M |
J JEF | JEFFERIES FINANCIAL GROUP ORD | 15.54% | $36.4M | 665,854 | $28.65 | $54.69 | +$5.7M |
N NTR | NUTRIEN ORD | 14.07% | $33.0M | 565,956 | $57.15 | $58.24 | +$231.1K |
B BBD | BANCO BRADESCO ADR REPSTG 1 PRF | 13.53% | $31.7M | 10,263,176 | $2.23 | $3.09 | +$4.3M |
V VAL | VALARIS ORD | 12.72% | $29.8M | 707,701 | $40.23 | $42.11 | +$11.5M |
Industry Allocation
GOLD AND SILVER ORES
+18.7%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+15.5%
AGRICULTURAL CHEMICALS
+14.1%
STATE COMMERCIAL BANKS
+13.5%
DRILLING OIL & GAS WELLS
+12.7%
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
M Mary P | Managing Director | New York, NY , United States | |
 | Research Analyst | New York, NY , United States |