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Julie Smith

Moerus Capital Management Llc

Assets Managed
$270.752M
Holdings
15
Last Quarter
2026 - Q1
Filed Date
8d ago
Growth Rate
16.76%(2Q avg: 5.51%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Moerus Capital Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 15 positions.

Assets under management

The assets under management (AUM) of Moerus Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 270.752M in assets, with a quarterly growth rate of 16.76% and a 2-quarter average growth rate of 5.51%. The portfolio is managed by Julie Smith, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VAL
Valaris Ltd
Recent Activity
Decreased -23.67%
16.81%
$45.489M
463,985 shares@ $98.04 avg price
NTR
Nutrien Ltd
Recent Activity
Increased 15.29%
16.71%
$45.218M
599,236 shares@ $75.47 avg price
ARCO
Arcos Dorados Holdings Inc-a
Recent Activity
Increased 19.87%
13%
$35.175M
4.264M shares@ $8.25 avg price
JEF
Jefferies Financial Group In
Recent Activity
Increased 27.45%
11.85%
$32.07M
777,068 shares@ $41.27 avg price
WPM
Wheaton Precious Metals Corp
Recent Activity
Decreased -23.79%
11.36%
$30.741M
234,645 shares@ $131.01 avg price
BBD
Banco Bradesco-adr
Recent Activity
Increased 1.26%
11.34%
$30.688M
8.408M shares@ $3.65 avg price
GFR
Greenfire Resources Ltd
Recent Activity
Increased 37.93%
5.49%
$14.838M
2.336M shares@ $6.36 avg price
BN
Brookfield Corp
Recent Activity
3.41%
$9.225M
227,939 shares@ $40.47 avg price
TDW
Tidewater Inc
Recent Activity
Increased 5.64%
3.34%
$9.023M
107,992 shares@ $83.56 avg price
GGAL
Grupo Financiero Galicia-adr
Recent Activity
New Position
3.03%
$8.179M
175,098 shares@ $46.72 avg price

1-10 of 15