0001398344-19-020209.txt : 20191114 0001398344-19-020209.hdr.sgml : 20191114 20191114084152 ACCESSION NUMBER: 0001398344-19-020209 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191114 DATE AS OF CHANGE: 20191114 EFFECTIVENESS DATE: 20191114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Moerus Capital Management LLC CENTRAL INDEX KEY: 0001742647 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: 191216618 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 13F-HR LIVE false false false 0001742647 XXXXXXXX 09-30-2019 09-30-2019 false Moerus Capital Management LLC

307 WEST 38TH STREET SUITE 2003 NEW YORK NY 10018

13F HOLDINGS REPORT 028-19251 N Thomas M. Quinn 646-593-8783 /s/ Thomas M. Quinn New York NY 11-06-2019 0 15 293702 INFORMATION TABLE 2 fp0046728_13fhr-table.xml 13F INFORMATION TABLE ARCOS DORADOS HOLDINGS INC-A Com G0457F107 36928 5495214 SH SOLE 5495214 0 0 BROOKFIELD ASSET MANAGE-CL A Com 112585104 11726 220867 SH SOLE 220867 0 0 CAMECO CORP Com 13321L108 17282 1818977 SH SOLE 1818977 0 0 CAPITAL SOUTHWEST CORP Com 140501107 3057 140248 SH SOLE 140248 0 0 COPA HOLDINGS SA-CLASS A Com P31076105 2283 23121 SH SOLE 23121 0 0 CSW INDUSTRIALS INC Com 126402106 3822 55365 SH SOLE 55365 0 0 FRANKLIN RESOURCES INC Com 354613101 21188 734150 SH SOLE 734150 0 0 GRAN TIERRA ENERGY INC Com 38500T101 15923 12856074 SH SOLE 12856074 0 0 JEFFERIES FINANCIAL GROUP IN Com 47233W109 38523 2093662 SH SOLE 2093662 0 0 NUTRIEN LTD Com 67077M108 32149 644522 SH SOLE 644522 0 0 ROYAL GOLD INC Com 780287108 1318 10698 SH SOLE 10698 0 0 SPECTRUM BRANDS HOLDINGS INC Com 84790A105 36206 686766 SH SOLE 686766 0 0 TELEFONICA BRASIL-ADR PREF Com 87936R106 36669 2784306 SH SOLE 2784306 0 0 TIDEWATER INC Com 88642R109 24664 1632318 SH SOLE 1632318 0 0 WHEATON PRECIOUS METALS CORP Com 962879102 11964 455929 SH SOLE 455929 0 0