Hedge Fund - Moerus Capital Management
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | JEF | 910,370 | $45,500,293 | +18% | 20.28% | ||
| 2. | CNH | 3,705,690 | $41,614,899 | NEW | 18.55% | ||
| 3. | ARCO | 4,275,279 | $34,458,749 | +1% | 15.36% | ||
| 4. | BBD | 8,329,722 | $28,904,135 | -1% | 12.88% | ||
| 5. | WPM | 202,628 | $22,759,177 | -14% | 10.14% |
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