Moerus Capital Management LLC: ARCO position timeline

Moerus Capital Management LLC held 4,275,279 ARCO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 4,275,279 shares

   Change vs previous 13F +11,690 shares

   15.36% of the 13F portfolio, value $34,458,749.

   13F-HR 0001398344-26-014276 filed by Moerus Capital Management LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 4,263,589 shares

   Change vs previous 13F +706,683 shares

   12.99% of the 13F portfolio, value $35,174,609.

   13F-HR 0001398344-26-009117 filed by Moerus Capital Management LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 3,556,906 shares

   Change vs previous 13F +226,912 shares

   11.26% of the 13F portfolio, value $26,107,690.

   13F-HR 0001398344-26-002850 filed by Moerus Capital Management LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 3,329,994 shares

   Change vs previous 13F +2,443 shares

   9.14% of the 13F portfolio, value $22,477,460.

   13F-HR 0001398344-25-020817 filed by Moerus Capital Management LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 3,327,551 shares

   Change vs previous 13F -224,462 shares

   11.2% of the 13F portfolio, value $26,254,377.

   13F-HR 0001398344-25-014907 filed by Moerus Capital Management LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 3,552,013 shares

   Change vs previous 13F +1,429,338 shares

   12.81% of the 13F portfolio, value $28,629,225.

   13F-HR 0001398344-25-009252 filed by Moerus Capital Management LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 2,122,675 shares

   Change vs previous 13F +210,133 shares

   5.64% of the 13F portfolio, value $15,453,074.

   13F-HR 0001398344-25-002605 filed by Moerus Capital Management LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 1,912,542 shares

   Change vs previous 13F not available

   6.12% of the 13F portfolio, value $16,677,366.

   13F-HR 0001398344-24-020707 filed by Moerus Capital Management LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).