Moerus Capital Management LLC - Q12026 Holdings

Moerus Capital Management LLC holds 15 stocks with a total portfolio value of $ 270.75M as of Q12026. In Q12026, Moerus Capital Management LLC added 1 new position, increased stakes in 7 stocks, reduced 2 holdings, and fully exited 2 positions. The largest holding is Valaris Ord (VAL), representing 16.80% of the total portfolio.