Moerus Capital Management LLC
Position in ARCO — Arcos Dorados Holdings Inc.
CIK 1742647
NEW YORK, NY
Position in ARCO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$35,174,609
+$9,066,919 QoQ
Shares Held
4,263,589
+19.9% QoQ
Ownership
2.02%
of shares outstanding
% of Portfolio
13.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 97.18279599651842.ToString("F0")%
Shared 0.ToString("F0")%
None 2.817204003481574.ToString("F0")%
Common Shares in ARCO Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Moerus Capital Management LLC holds $35,174,609 across 1 Restaurants name. ARCO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCO |
Arcos Dorados Holdings Inc.
This page
|
4,263,589 | $35,174,609 |
All Filings in ARCO
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,174,609 | 4,263,589 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $26,107,690 | 3,556,906 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $22,477,459 | 3,329,994 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $26,254,377 | 3,327,551 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $28,629,224 | 3,552,013 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $15,453,074 | 2,122,675 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,677,366 | 1,912,542 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,683,865 | 2,075,985 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $22,792,730 | 2,049,706 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $24,708,659 | 2,611,909 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $29,670,664 | 2,894,699 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $30,194,726 | 3,916,307 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $34,675,323 | 4,147,766 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $30,930,208 | 4,242,827 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $38,950,075 | 5,778,943 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $49,037,347 | 6,031,654 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $29,158,517 | 5,001,461 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $25,609,052 | 5,001,768 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $28,413,271 | 4,759,342 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $30,412,332 | 5,974,918 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $30,481,925 | 6,060,025 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $22,814,191 | 5,564,437 | Shares | Sole | 2021-03-05 | |
| 2020-06-30 | $21,642,782 | 5,165,342 | Shares | Sole | 2021-03-05 | |
| 2020-03-31 | $18,099,329 | 5,418,961 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||