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- Spectrum Brands Holdings Inc (SPB) - 369,433 shares, 16.39% of the total portfolio. Shares reduced by 3.71%
- Nutrien Ltd (NTR) - 435,067 shares, 13.08% of the total portfolio. Shares reduced by 11.91%
- Tidewater Inc (TDW) - 2,336,722 shares, 13.07% of the total portfolio. Shares added by 7.32%
- Arcos Dorados Holdings Inc (ARCO) - 5,001,768 shares, 11.88% of the total portfolio. Shares added by 3.61%
- Cameco Corp (CCJ) - 1,157,083 shares, 11.65% of the total portfolio. Shares reduced by 4.8%
Moerus Capital Management LLC added to a holding in Despegar.com Corp by 51.85%. The purchase prices were between $10.96 and $13.53, with an estimated average price of $12.31. The stock is now traded at around $11.475000. The impact to a portfolio due to this purchase was 2.84%. The holding were 1,489,805 shares as of 2021-09-30.
Added: Wheaton Precious Metals Corp (WPM)Moerus Capital Management LLC added to a holding in Wheaton Precious Metals Corp by 28.82%. The purchase prices were between $37.58 and $46.6, with an estimated average price of $43.67. The stock is now traded at around $45.160000. The impact to a portfolio due to this purchase was 1.49%. The holding were 380,834 shares as of 2021-09-30.
Sold Out: Telefonica Brasil SA (VIV)Moerus Capital Management LLC sold out a holding in Telefonica Brasil SA. The sale prices were between $7.69 and $8.46, with an estimated average price of $8.07.
Here is the complete portfolio of Moerus Capital Management LLC. Also check out:
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