IE
Insider Edges

MOERUS CAPITAL MANAGEMENT LLC 13F portfolio summary

MOERUS CAPITAL MANAGEMENT LLC of MOERUS CAPITAL MANAGEMENT LLC has 14 current stock holdings with a reported portfolio value of $270.8M. The portfolio 1 year return is +44.91%. Top holdings include VAL (16.91%), NTR (16.81%), ARCO (13.08%), JEF (11.92%), WPM (11.43%).

Back to investors

MOERUS CAPITAL MANAGEMENT LLC

MOERUS CAPITAL MANAGEMENT LLC
Latest filing: 2026-03-31

MOERUS CAPITAL MANAGEMENT LLC runs MOERUS CAPITAL MANAGEMENT LLC and currently holds 14 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $270.75M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MOERUS CAPITAL MANAGEMENT LLC ranks #50 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MOERUS CAPITAL MANAGEMENT LLC's portfolio at MOERUS CAPITAL MANAGEMENT LLC has delivered returns of +44.91%. Their 3-year annualized return is +171.33%. Looking at the 5-year horizon, MOERUS CAPITAL MANAGEMENT LLC has achieved +292.17% annualized returns at MOERUS CAPITAL MANAGEMENT LLC.

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+44.91%
#206/1000
3 Year
+171.33%
#78/1000
5 Year
+292.17%
#29/1000

Portfolio Value

$270.75M

Alpha Score

178.8

#50 of 1000

Holdings

14

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change