Fund HoldingsFourth Sail Capital LP

Total Portfolio Value
$608.40M
Total Bought
$317.00M
Total Sold
$333.68M
Net Transaction
-$16.68M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
MERCADOLIBRE INC(MELI)032,940+32,940056,9549.36%+56,954
NCR ATLEOS CORPORATION(NATL)881,5682,028,605+1,147,03733,59788,40714.53%+54,810
BRINKS CO(BCO)0415,428+415,428043,0517.08%+43,051
TELECOM ARGENTINA SA(TEO)453,4022,500,000+2,046,5985,26429,2254.80%+23,961
METHANEX CORP(MEOH)0323,902+323,902019,2853.17%+19,285
TECK RESOURCES LTD(TECK)148,500499,272+350,7727,11225,8374.25%+18,726
INTERCORP FINL SVCS INC
SHS
0369,900+369,900018,5693.05%+18,569
VISTA ENERGY S.A.B. DE C.V.(VIST)0240,000+240,000018,1132.98%+18,113
YPF SOCIEDAD ANONIMA(YPF)0363,690+363,690016,8102.76%+16,810
MISSION PRODUCE INC(AVO)62,5251,109,200+1,046,67572515,2632.51%+14,537
EMBRAER S.A.(EMBJ)0186,125+186,125011,0451.82%+11,045
SMITHFIELD FOODS INC(SFD)1,140,6191,116,165-24,45425,47031,2195.13%+5,749
SENSIENT TECHNOLOGIES CORP(SXT)043,172+43,17203,7320.61%+3,732
DLOCAL LTD(DLO)1,823,8732,266,917+443,04425,79029,4024.83%+3,612
GEOPARK LTD2,396,4082,225,933-170,47517,75721,1463.48%+3,389
LIBERTY LATIN AMERICA LTD(LILA)2,895,7282,755,775-139,95321,60224,3064.00%+2,704
SYLVAMO CORP(SLVM)350,632427,510+76,87816,88318,0582.97%+1,175
LIBERTY LATIN AMERICA LTD(LILA)909,742909,74206,7237,8601.29%+1,137
CALAVO GROWERS INC699,117631,037-68,08015,20616,2742.67%+1,069
COPA HOLDINGS SA(CPA)130,200136,784+6,58415,70315,5402.55%-163
CENTRAL PUERTO S A(CEPU)1,191,4891,150,763-40,72620,85119,3673.18%-1,484
LOMA NEGRA C I A S A MTN 142,404,0722,469,972+65,90031,13327,3924.50%-3,741
BIOCERES CROP SOLUTIONS CORP4,331,0960-4,331,0965,6740-5,674
TRANSPORTADORA DE GAS SUR(TGS)191,6300-191,6305,9580-5,958
CONTROLADORA VUELA COMP DE A757,7610-757,7616,7290-6,729
VIZSLA SILVER CORP(VZLA)6,166,6127,579,112+1,412,50033,73125,0114.11%-8,720
HORMEL FOODS CORP(HRL)1,441,6621,017,862-423,80034,16723,0553.79%-11,113
GRUPO FINANCIERO GALICIA S.A(GGAL)308,7280-308,72816,6530-16,653
EZCORP INC(EZPW)868,7170-868,71716,8700-16,870
FIRSTCASH HOLDINGS INC(FCFS)109,4160-109,41617,4390-17,439
TECNOGLASS INC(TGLS)346,9910-346,99117,4610-17,461
STONECO LTD(STNE)1,190,5570-1,190,55717,6080-17,608
WESTERN UN CO(WU)2,589,7520-2,589,75224,1110-24,111
GRUPO AEROMEXICO SAB DE CV(AERO)1,100,0000-1,100,00024,1560-24,156
GRID DYNAMICS HLDGS INC3,827,968610,322-3,217,64634,5673,4790.57%-31,088
CREDICORP LTD(BAP)120,9880-120,98834,7240-34,724
ACCENTURE PLC IRELAND
SHS CLASS A
142,6000-142,60038,2600-38,260
BANCO BBVA ARGENTINA S A2,847,0610-2,847,06151,4460-51,446
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