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Portfolio (Quarterly) Guide ↗

Moerus Capital Management LLC

· CIK 0001742647
13F Portfolio $224M AUM 14 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 3 Added 4 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JEF JEFFERIES FINANCIAL GROUP ORD Financial Services 910,370.0 $45.5M 20.28% +133K +17.1% $49.98 +4.7%
2 GGAL GRUPO FINANCIERO ADR REP 10 CL B ORD Financial Services 246,487.0 $12.3M 5.50% +71K +40.8% $50.03 -11.3%
3 DOUG DOUGLAS ELLIMAN ORD Real Estate 3,241,090.0 $5.7M 2.56% +149K +4.8% $1.77 +4.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 58.9%
Consumer Cyclical 20.7%
Basic Materials 13.7%
Real Estate 3.4%
Energy 3.3%