Moerus Capital Management’s Enerflex EFXT Stock Holding History

Moerus Capital Management’s Portfolio EFXT Stock Details EFXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,796,705	Closed	-$47.7M	–	18
2024 Q4	$47.7M	Sell	4,796,705 -111,857	-2%	-$897K	17.42%	2
2024 Q3	$29.3M	Sell	4,908,562 -606,110	-11%	-$3.4M	10.74%	4
2024 Q2	$29.8M	Buy	5,514,672 +999,910	+22%	+$5.43M	10.74%	5
2024 Q1	$26.3M	Buy	4,514,762 +451,481	+11%	+$2.42M	8.24%	8
2023 Q4	$18.8M	Buy	4,063,281 +1,123,103	+38%	+$4.89M	5.66%	9
2023 Q3	$16.9M	Sell	2,940,178 -477,644	-14%	-$3.21M	5.57%	9
2023 Q2	$23.3M	Sell	3,417,822 -13,088	-0.4%	-$79.6K	6.81%	9
2023 Q1	$20.4M	Sell	3,430,910 -42,973	-1%	-$281K	6.18%	9
2022 Q4	$21.9M	Buy	+3,473,883	New	+$20.2M	6.58%	8

Other funds holding EFXT

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Moerus Capital Management's EFXT Position: Q1 2025 in Review

Moerus Capital Management sold out of Enerflex (EFXT) in Q1 2025, closing a stake of 4,796,705 shares — an estimated $47.7M sold.

Moerus Capital Management first reported a position in EFXT in Q4 2022 and held it in 9 quarters. The position peaked at $47.7M in Q4 2024. 122 funds tracked by Wall St. Rank hold EFXT as of Q1 2025.

Moerus Capital Management reported no remaining Enerflex position as of Q1 2025 after selling out during the quarter.
Moerus Capital Management sold 4,796,705 Enerflex shares in Q1 2025, an estimated $47.7M.
Moerus Capital Management first reported a position in Enerflex in Q4 2022 and held it in 9 quarters.
Moerus Capital Management's Enerflex position peaked at $47.7M in Q4 2024.
122 funds tracked by Wall St. Rank held Enerflex as of Q1 2025.

Based on Moerus Capital Management's 13F filing for Q1 2025, filed 13 May 2025.