Moerus Capital Management LLC Portfolio Holdings by Sector

Moerus Capital Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Capital Markets \| Financial Services JEF 1 stocks	$60,521 26.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Gold \| Basic Materials WPM 1 stocks	$48,488 20.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Uranium \| Energy CCJ 1 stocks	$31,859 13.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials NTR 1 stocks	$27,319 11.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical DESP 1 stocks	$25,066 10.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical ARCO 1 stocks	$16,677 7.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services GGAL BMA 2 stocks	$6,385 2.76% of portfolio	-	2	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate DOUG 1 stocks	$4,558 1.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials TECK 1 stocks	$3,615 1.56% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials CSWI 1 stocks	$3,142 1.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services CSWC 1 stocks	$2,076 0.9% of portfolio	-	-	-	-	0 Calls 0 Puts
Airlines \| Industrials CPA 1 stocks	$1,565 0.68% of portfolio	-	-	-	-	0 Calls 0 Puts

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