SEC Form 13F

Moerus Capital Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-14
Reported value$224,381,064
Positions14

Largest disclosed positions

IssuerTickerClassReported valueReported amount
JEFFERIES FINANCIAL GROUP ORDJEFCom$45,500,293910,370
CNH INDUSTRIAL ORDCNHCom$41,614,8993,705,690
ARCOS DORADOS HOLDINGS CL A ORDARCOCom$34,458,7494,275,279
BANCO BRADESCO ADR REPSTG 1 PRFBBDCom$28,904,1358,329,722
WHEATON PRECIOUS METALS ORDWPMCom$22,759,177202,628
GREENFIRE RESOURCES ORDGFRCom$12,611,2012,232,277
GRUPO FINANCIERO ADR REP 10 CL B ORDGGALCom$12,331,745246,487
BROOKFIELD CL A ORDBNCom$9,707,922227,939
DOUGLAS ELLIMAN ORDDOUGCom$5,736,7293,241,090
TIDEWATER ORDTDWCom$5,480,38482,251

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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