Fourth Sail Capital LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MERCADOLIBRE INC(MELI) | 0 | 32,940 | +32,940 | 0 | 56,953,919 | 9.36% | +56,953,919 |
| NCR ATLEOS CORPORATION(NATL) | 0 | 2,028,605 | +2,028,605 | 0 | 88,406,606 | 14.53% | +88,406,606 |
| BRINKS CO(BCO) | 0 | 415,428 | +415,428 | 0 | 43,050,803 | 7.08% | +43,050,803 |
| TELECOM ARGENTINA SA(TEO) | 0 | 2,500,000 | +2,500,000 | 0 | 29,225,000 | 4.80% | +29,225,000 |
| METHANEX CORP(MEOH) | 0 | 323,902 | +323,902 | 0 | 19,285,125 | 3.17% | +19,285,125 |
| TECK RESOURCES LTD(TECK) | 0 | 499,272 | +499,272 | 0 | 25,837,326 | 4.25% | +25,837,326 |
| INTERCORP FINL SVCS INC | 0 | 369,900 | +369,900 | 0 | 18,568,980 | 3.05% | +18,568,980 |
| VISTA ENERGY S.A.B. DE C.V.(VIST) | 0 | 240,000 | +240,000 | 0 | 18,112,800 | 2.98% | +18,112,800 |
| YPF SOCIEDAD ANONIMA(YPF) | 0 | 363,690 | +363,690 | 0 | 16,809,752 | 2.76% | +16,809,752 |
| MISSION PRODUCE INC | 0 | 1,109,200 | +1,109,200 | 0 | 15,262,592 | 2.51% | +15,262,592 |
| EMBRAER S.A.(EMBJ) | 0 | 186,125 | +186,125 | 0 | 11,044,658 | 1.82% | +11,044,658 |
| SMITHFIELD FOODS INC(SFD) | 0 | 1,116,165 | +1,116,165 | 0 | 31,219,135 | 5.13% | +31,219,135 |
| SENSIENT TECHNOLOGIES CORP(SXT) | 0 | 43,172 | +43,172 | 0 | 3,731,788 | 0.61% | +3,731,788 |
| DLOCAL LTD(DLO) | 0 | 2,266,917 | +2,266,917 | 0 | 29,401,914 | 4.83% | +29,401,914 |
| GEOPARK LTD | 0 | 2,225,933 | +2,225,933 | 0 | 21,146,364 | 3.48% | +21,146,364 |
| LIBERTY LATIN AMERICA LTD(LILA) | 0 | 2,755,775 | +2,755,775 | 0 | 24,305,936 | 4.00% | +24,305,936 |
| SYLVAMO CORP(SLVM) | 0 | 427,510 | +427,510 | 0 | 18,058,022 | 2.97% | +18,058,022 |
| LIBERTY LATIN AMERICA LTD(LILA) | 0 | 909,742 | +909,742 | 0 | 7,860,170 | 1.29% | +7,860,170 |
| CALAVO GROWERS INC | 0 | 631,037 | +631,037 | 0 | 16,274,444 | 2.67% | +16,274,444 |
| COPA HOLDINGS SA(CPA) | 0 | 136,784 | +136,784 | 0 | 15,540,030 | 2.55% | +15,540,030 |
| CENTRAL PUERTO S A(CEPU) | 0 | 1,150,763 | +1,150,763 | 0 | 19,367,341 | 3.18% | +19,367,341 |
| LOMA NEGRA C I A S A MTN 14 | 0 | 2,469,972 | +2,469,972 | 0 | 27,391,989 | 4.50% | +27,391,989 |
| BIOCERES CROP SOLUTIONS CORP | 0 | 0 | 0 | 0 | 0 | — | 0 |
| TRANSPORTADORA DE GAS SUR(TGS) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| CONTROLADORA VUELA COMP DE A | 0 | 0 | 0 | 0 | 0 | — | 0 |
| VIZSLA SILVER CORP(VZLA) | 0 | 7,579,112 | +7,579,112 | 0 | 25,011,070 | 4.11% | +25,011,070 |
| HORMEL FOODS CORP(HRL) | 0 | 1,017,862 | +1,017,862 | 0 | 23,054,574 | 3.79% | +23,054,574 |
| GRUPO FINANCIERO GALICIA S.A(GGAL) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| EZCORP INC(EZPW) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| FIRSTCASH HOLDINGS INC(FCFS) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| TECNOGLASS INC(TGLS) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| STONECO LTD(STNE) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| WESTERN UN CO(WU) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| GRUPO AEROMEXICO SAB DE CV(AERO) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| GRID DYNAMICS HLDGS INC | 0 | 610,322 | +610,322 | 0 | 3,478,835 | 0.57% | +3,478,835 |
| CREDICORP LTD(BAP) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ACCENTURE PLC IRELAND | 0 | 0 | 0 | 0 | 0 | — | 0 |
| BANCO BBVA ARGENTINA S A | 0 | 0 | 0 | 0 | 0 | — | 0 |