MOERUS CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BBD | 8.41M | $30.69M |
 | ARCO | 4.26M | $35.17M |
 | DOUG | 3.09M | $5.07M |
 | GFR | 2.34M | $14.84M |
 | JEF | 777K | $32.07M |
 | NTR | 599K | $45.22M |
 | VAL | 464K | $45.49M |
 | WPM | 235K | $30.74M |
 | BN | 228K | $9.22M |
 | GGAL | 175K | $8.18M |
 | TDW | 108K | $9.02M |
 | CSWC | 62K | $1.36M |
 | BAM | 41K | $1.84M |
 | BNT | 1K | $49.14K |
Banco Bradesco S.A.
BBD
Shares Held
8.41M
Value
$30.69M
Arcos Dorados Holdings Inc.
ARCO
Shares Held
4.26M
Value
$35.17M
Douglas Elliman Inc.
DOUG
Shares Held
3.09M
Value
$5.07M
Greenfire Resources Ltd.
GFR
Shares Held
2.34M
Value
$14.84M
Jefferies Financial Group Inc.
JEF
Shares Held
777K
Value
$32.07M
Nutrien Ltd.
NTR
Shares Held
599K
Value
$45.22M
Valaris Limited
VAL
Shares Held
464K
Value
$45.49M
Wheaton Precious Metals Corp.
WPM
Shares Held
235K
Value
$30.74M
Brookfield Corporation
BN
Shares Held
228K
Value
$9.22M
Grupo Financiero Galicia S.A.
GGAL
Shares Held
175K
Value
$8.18M
Tidewater Inc.
TDW
Shares Held
108K
Value
$9.02M
Capital Southwest Corporation
CSWC
Shares Held
62K
Value
$1.36M
Brookfield Asset Management Ltd.
BAM
Shares Held
41K
Value
$1.84M
Brookfield Wealth Solutions Ltd.
BNT
Shares Held
1K
Value
$49.14K