Moerus Capital Management LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$274.0B
Holdings
16
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JEFJEFFERIES FINANCIAL GROUP ORD | 640,204 | $50.2B | 18.32% | |
| 2 | EFXENERFLEX ORD | 4,796,705 | $47.7B | 17.42% | |
| 3 | WPMWHEATON PRECIOUS METALS ORD | 714,115 | $40.2B | 14.66% | |
| 4 | DESPDESPEGAR COM ORD | 1,679,528 | $32.3B | 11.80% | |
| 5 | CCOCAMECO ORD | 620,008 | $31.9B | 11.63% | |
| 6 | NTRNUTRIEN ORD | 640,502 | $28.7B | 10.46% | |
| 7 | ARCOARCOS DORADOS HOLDINGS CL A ORD | 2,122,675 | $15.5B | 5.64% | |
| 8 | BNBROOKFIELD CL A ORD | 157,151 | $9.0B | 3.30% | |
| 9 | GGALGRUPO FINANCIERO ADR REP 10 CL B ORD | 61,878 | $3.9B | 1.41% | |
| 10 | DOUGDOUGLAS ELLIMAN ORD | 2,163,109 | $3.6B | 1.32% | |
| 11 | TECK/BTECK RESOURCES CL B ORD | 73,712 | $3.0B | 1.09% | |
| 12 | CSWCSW INDUSTRIALS ORD | 7,780 | $2.7B | 1.00% | |
| 13 | BAMBROOKFIELD ASSET MNGMT CL A ORD | 41,366 | $2.2B | 0.82% | |
| 14 | CSWCCAPITAL SOUTHWEST ORD | 73,983 | $1.6B | 0.59% | |
| 15 | CPACOPA HOLDINGS CL A ORD | 16,700 | $1.5B | 0.54% | |
| 16 | BNTBROOKFIELD WEALTH SOLUTIONS CL A ORD | 971 | $55.8M | 0.02% |