Moerus Capital Management LLC - Q42025 Holdings

Moerus Capital Management LLC holds 16 stocks with a total portfolio value of $ 231.9M as of Q42025. In Q42025, Moerus Capital Management LLC added 3 new positions, increased stakes in 3 stocks, reduced 8 holdings, and fully exited 0 positions. The largest holding is Jefferies Financial Group Ord (JEF), representing 16.29% of the total portfolio.