0001398344-24-002884.txt : 20240214 0001398344-24-002884.hdr.sgml : 20240214 20240214090004 ACCESSION NUMBER: 0001398344-24-002884 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Moerus Capital Management LLC CENTRAL INDEX KEY: 0001742647 ORGANIZATION NAME: IRS NUMBER: 473262522 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19251 FILM NUMBER: 24632761 BUSINESS ADDRESS: STREET 1: 307 WEST 38TH STREET STREET 2: SUITE 2003 CITY: NEW YORK STATE: NY ZIP: 10018 BUSINESS PHONE: 2124614088 MAIL ADDRESS: STREET 1: 307 WEST 38TH STREET STREET 2: SUITE 2003 CITY: NEW YORK STATE: NY ZIP: 10018 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001742647 XXXXXXXX 12-31-2023 12-31-2023 false Moerus Capital Management LLC

307 WEST 38TH STREET SUITE 2003 NEW YORK NY 10018

13F HOLDINGS REPORT 028-19251 000282399 801-107225 N Julie Smith 646-593-8784 /s/ Julie Smith New York NY 02-08-2024 0 17 332196216 INFORMATION TABLE 2 fp0087128-1_13fhr-table.xml ARCOS DORADOS HOLDINGS INC-A Com G0457F107 28468441 2243376 SH SOLE 2176741 0 66635 BROOKFIELD ASSET MGMT-A Com 113004105 1895903 47197 SH SOLE 47197 0 0 BROOKFIELD CORP Com 11271J107 7444667 185560 SH SOLE 185560 0 0 BROOKFIELD REINSURANCE LTD Com G16250105 39199 971 SH SOLE 971 0 0 CAMECO CORP Com 13321L108 34831613 807413 SH SOLE 807413 0 0 CAPITAL SOUTHWEST CORP Com 140501107 2268801 95730 SH SOLE 95730 0 0 COPA HOLDINGS SA-CLASS A Com P31076105 1477922 13902 SH SOLE 13902 0 0 CSW INDUSTRIALS INC Com 126402106 2536209 12228 SH SOLE 12228 0 0 DESPEGAR.COM CORP Com G27358103 35461028 3748523 SH SOLE 3625742 0 122781 ENERFLEX LTD Com 29269R105 18808361 4063281 SH SOLE 3941992 0 121289 GRUPO FINANCIERO GALICIA-ADR Com 399909100 3212619 186077 SH SOLE 186077 0 0 JEFFERIES FINANCIAL GROUP IN Com 47233W109 47649532 1179152 SH SOLE 1179152 0 0 NUTRIEN LTD Com 67077M108 29753788 528205 SH SOLE 516839 0 11366 SPECTRUM BRANDS HOLDINGS INC Com 84790A105 38314648 480314 SH SOLE 469766 0 10548 TECK RESOURCES LTD-CLS B Com 878742204 2595885 61412 SH SOLE 61412 0 0 TIDEWATER INC Com 88642R109 38071484 527964 SH SOLE 517111 0 10853 WHEATON PRECIOUS METALS CORP Com 962879102 39366116 797854 SH SOLE 797854 0 0