MCM
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Moerus Capital Management’s Greenfire Resources GFR Stock Holding History

Moerus Capital Management’s Portfolio GFR Stock Details GFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.8M Buy
2,335,804
+642,312
+38% +$3.69M 5.48% 7
2025
Q4 		$8.08M Buy
+1,693,492
New +$8.05M 3.49% 8

Other funds holding GFR

WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Saber Capital Management Fuquay Varina, North Carolina $135M AUM
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
LI
Louisbourg Investments Dieppe, New Brunswick, Canada $529M AUM 28.26% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
BHPW
Beverly Hills Private Wealth Beverly Hills, California $600M AUM 21.5% 1-Year Est. Return

Moerus Capital Management's GFR Position: Q1 2026 in Review

Moerus Capital Management increased its Greenfire Resources (GFR) stake by 38% in Q1 2026, buying an estimated $3.69M and bringing the position to 2,335,804 shares worth $14.8M. The position accounts for 5.48% of the portfolio, ranked #7.

Moerus Capital Management first reported a position in GFR in Q4 2025 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold GFR as of Q1 2026.

  • Moerus Capital Management held 2,335,804 shares of Greenfire Resources worth $14.8M as of Q1 2026.
  • Moerus Capital Management bought 642,312 Greenfire Resources shares in Q1 2026, an estimated $3.69M.
  • Greenfire Resources made up 5.48% of Moerus Capital Management's portfolio in Q1 2026, its #7 holding.
  • Moerus Capital Management first reported a position in Greenfire Resources in Q4 2025 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Greenfire Resources as of Q1 2026.

Based on Moerus Capital Management's 13F filing for Q1 2026, filed 14 May 2026.