Fund HoldingsFourth Sail Capital LP

Total Portfolio Value
$335.32M
Total Bought
$134.96M
Total Sold
$134.65M
Net Transaction
+$309.8K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ENDAVA PLC0726,142+726,142027,6228.24%+27,622
LAUREATE EDUCATION INC(LAUR)1,013,9502,122,092+1,108,14213,90130,9199.22%+17,018
YPF SOCIEDAD ANONIMA(YPF)0736,167+736,167014,5764.35%+14,576
URANIUM ENERGY CORP(UEC)01,880,748+1,880,748012,6953.79%+12,695
BRINKS CO(BCO)0124,500+124,500011,5013.43%+11,501
BANCO BBVA ARGENTINA S A01,352,283+1,352,283011,4673.42%+11,467
BIOCERES CROP SOLUTIONS CORP689,3481,627,630+938,2829,46520,6066.15%+11,141
INTER & CO INC(INTR)01,603,303+1,603,30309,1552.73%+9,155
BANCO MACRO SA(BMA)0187,596+187,59609,0382.70%+9,038
METALS ACQUISITION LIMITED6,030,7225,954,545-76,17767,66876,51622.82%+8,848
DLOCAL LTD(DLO)835,6611,491,209+655,54814,78321,9216.54%+7,138
SIGMA LITHIUM CORPORATION(SGML)0187,466+187,46602,4300.72%+2,430
EZCORP INC(EZPW)591,877591,87705,1736,7062.00%+1,533
CORPORACION AMER ARPTS S A
COM
069,933+69,93301,1750.35%+1,175
ENCORE ENERGY CORP1,404,3071,404,30705,5196,1511.83%+632
METALS ACQUISITION LIMITED1,612,0991,612,09902,7573,3210.99%+564
ZALATORIS II ACQUISITION COR565,4120-565,412290-29
DAKOTA GOLD CORP179,2090-179,2091950-195
GRID DYNAMICS HLDGS INC346,166323,447-22,7194,6143,9751.19%-639
COPA HOLDINGS SA(CPA)71,99364,993-7,0007,6546,7702.02%-884
DAKOTA GOLD CORP4,621,8464,621,846012,10910,9543.27%-1,155
LIBERTY LATIN AMERICA LTD(LILA)2,707,2302,606,589-100,64119,87118,2205.43%-1,651
URANIUM RTY CORP1,114,6410-1,114,6413,0100-3,010
PRICESMART INC(PSMT)102,11028,945-73,1657,7382,4310.73%-5,307
POPULAR INC(BPOP)270,300180,700-89,60022,18415,9184.75%-6,266
NU HLDGS LTD(NU)1,146,8000-1,146,8009,5530-9,553
VTEX3,215,4751,377,194-1,838,28122,12211,2523.36%-10,871
DESPEGAR COM CORP1,369,3700-1,369,37012,9540-12,954
ESTABLISHMENT LABS HLDGS INC(ESTA)559,0030-559,00314,4730-14,473
MERCADOLIBRE INC(MELI)10,0340-10,03415,7690-15,769
VALE S A1,387,6000-1,387,60022,0070-22,007
ARCOS DORADOS HOLDINGS INC(ARCO)1,748,8110-1,748,81122,1920-22,192
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