Amit Wadhwaney
Moerus Capital Management LLC
Value
231.9M
Stocks
16 Stocks (3 new)
Turnover
5.81%
CIK
1742647
Top Holdings
JEF(16.29%) WPM(15.60%) NTR(13.83%) VAL(13.21%) BBD(11.92%)
About Investor
Established investor leading Moerus Capital Management LLC, with expertise in global value investing and deep fundamental analysis. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in global value investing and deep fundamental analysis through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
Amit Wadhwaney Top Holdings
| Ticker | Put/Call | Company Name | Industry | Value (M) | Shares | Weight % | Shares Purchased/Sold (M) | Change in Share % | Market Cap (M) |
|---|---|---|---|---|---|---|---|---|---|
| JEF | - | JEFFERIES FINANCIAL GROUP ORD | Financials | 37.8M | 609.7K | 16.3% | -70,122 | -10.3% | 11,103.5M |
| WPM | - | WHEATON PRECIOUS METALS ORD | Materials | 36.2M | 307.9K | 15.6% | -90,445 | -22.7% | 65,810.7M |
| NTR | - | NUTRIEN ORD | Materials | 32.1M | 519.8K | 13.8% | -75,832 | -12.7% | 34,197.5M |
| VAL | - | VALARIS ORD | Energy | 30.6M | 607.9K | 13.2% | -100,117 | -14.1% | 6,320.7M |
| BBD | - | BANCO BRADESCO ADR REPSTG 1 PRF | Financials | 27.7M | 8.3M | 11.9% | -1,904,170 | -18.7% | 41,832.1M |
| ARCO | - | ARCOS DORADOS HOLDINGS CL A ORD | Consumer Discretionary | 26.1M | 3.6M | 11.3% | 226,912 | 6.8% | 1,786.4M |
| BN | - | BROOKFIELD CL A ORD | Financials | 10.5M | 227.9K | 4.5% | 70,788 | 45.0% | 106,643.4M |
| GFR | - | GREENFIRE RESOURCES ORD | Energy | 8.1M | 1.7M | 3.5% | 1,693,492 | New Buy | 747.4M |
| DOUG | - | DOUGLAS ELLIMAN ORD | Real Estate | 6.9M | 2.9M | 3.0% | 0 | No Change | 221.6M |
| TDW | - | TIDEWATER ORD | Energy | 5.2M | 102.2K | 2.2% | 0 | No Change | 3,503.1M |
Recent Buys (13F)
| Ticker | Put/Call | Amount Bought | Shares Bought | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
GFR
Greenfire Resou...
|
- | $8.1M | 2M | - | 3.49% | New |
|
NFGC
New Found Gold ...
|
- | $5.0M | 2M | - | 2.16% | New |
|
BN
Brookfield Cl A...
|
- | $2.5M | 71K | 45.0% | 4.51% | Increased |
|
ARCO
Arcos Dorados H...
|
- | $1.8M | 227K | 6.8% | 11.26% | Increased |
|
CVE
Cenovus Energy ...
|
- | $209.4K | 12K | - | 0.09% | New |
Recent Sells (13F)
| Ticker | Put/Call | Amount Sold | Shares Sold | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
WPM
Wheaton Preciou...
|
- | $7.0M | 90K | -22.7% | 15.60% | Decreased |
|
BBD
Banco Bradesco ...
|
- | $4.1M | 2M | -18.7% | 11.92% | Decreased |
|
VAL
Valaris Ord
|
- | $3.9M | 100K | -14.1% | 13.21% | Decreased |
|
NTR
Nutrien Ord
|
- | $3.7M | 76K | -12.7% | 13.83% | Decreased |
|
JEF
Jefferies Finan...
|
- | $3.7M | 70K | -10.3% | 16.29% | Decreased |
13F Sector Summary
| Industry | Prev Quarter % | Current Quarter % | Change |
|---|---|---|---|
| Energy | 14.7% | 19.0% | +4.3% |
| Materials | 35.1% | 31.6% | -3.5% |
| Financials | 34.9% | 34.3% | -0.6% |
| Real Estate | 3.1% | 3.0% | -0.1% |
| Other | 1.0% | 0.9% | -0.1% |
| Consumer Discretionary | 11.2% | 11.3% | +0.1% |
