- Added Positions: SPB, TDW, JEF, NTR, BEN, CCJ, VIV, GTE, WPM, ARCO, CPA, RGLD,
- Reduced Positions: BAM,
- Sold Out: CFX,
For the details of Moerus Capital Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/moerus+capital+management+llc/current-portfolio/portfolio
These are the top 5 holdings of Moerus Capital Management LLC- Telefonica Brasil SA (VIV) - 3,504,627 shares, 12.53% of the total portfolio. Shares added by 4.33%
- Arcos Dorados Holdings Inc (ARCO) - 5,749,674 shares, 12.21% of the total portfolio. Shares added by 1.99%
- Jefferies Financial Group Inc (JEF) - 2,095,440 shares, 11.67% of the total portfolio. Shares added by 8.18%
- Tidewater Inc (TDW) - 1,564,122 shares, 10.75% of the total portfolio. Shares added by 10.00%
- Spectrum Brands Holdings Inc (SPB) - 637,688 shares, 10.35% of the total portfolio. Shares added by 29.18%
Moerus Capital Management LLC added to a holding in Spectrum Brands Holdings Inc by 29.18%. The purchase prices were between $42.25 and $57.85, with an estimated average price of $53.31. The stock is now traded at around $62.73. The impact to a portfolio due to this purchase was 2.34%. The holding were 637,688 shares as of .
Sold Out: Colfax Corp (CFX)Moerus Capital Management LLC sold out a holding in Colfax Corp. The sale prices were between $20.19 and $29.68, with an estimated average price of $25.39.
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