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Disclosery

Moerus Capital Management LLC: GFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moerus Capital Management LLC on GFR, newest first. How the timeline and the estimate are built.

Moerus Capital Management LLC held 2,232,277 GFR 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 2,232,277 shares
    Change vs previous 13F -103,527 shares

    5.62% of the 13F portfolio, value $12,611,201.

    13F-HR 0001398344-26-014276 filed by Moerus Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 2,335,804 shares
    Change vs previous 13F +642,312 shares

    5.48% of the 13F portfolio, value $14,838,495.

    13F-HR 0001398344-26-009117 filed by Moerus Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 1,693,492 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $8,082,169.

    13F-HR 0001398344-26-002850 filed by Moerus Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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