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) | 881,568 | 2,028,605 | +1,147,037 | 33,596,557 | 88,406,606 | 14.53% | +54,810,049 |
| BRINKS CO(BCO) | 0 | 415,428 | +415,428 | 0 | 43,050,803 | 7.08% | +43,050,803 |
| TELECOM ARGENTINA SA(TEO) | 453,402 | 2,500,000 | +2,046,598 | 5,263,997 | 29,225,000 | 4.80% | +23,961,003 |
| METHANEX CORP(MEOH) | 0 | 323,902 | +323,902 | 0 | 19,285,125 | 3.17% | +19,285,125 |
| TECK RESOURCES LTD(TECK) | 148,500 | 499,272 | +350,772 | 7,111,665 | 25,837,326 | 4.25% | +18,725,661 |
| INTERCORP FINL SVCS INC SHS | 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(AVO) | 62,525 | 1,109,200 | +1,046,675 | 725,290 | 15,262,592 | 2.51% | +14,537,302 |
| EMBRAER S.A.(EMBJ) | 0 | 186,125 | +186,125 | 0 | 11,044,658 | 1.82% | +11,044,658 |
| SMITHFIELD FOODS INC(SFD) | 1,140,619 | 1,116,165 | -24,454 | 25,470,022 | 31,219,135 | 5.13% | +5,749,113 |
| SENSIENT TECHNOLOGIES CORP(SXT) | 0 | 43,172 | +43,172 | 0 | 3,731,788 | 0.61% | +3,731,788 |
| DLOCAL LTD(DLO) | 1,823,873 | 2,266,917 | +443,044 | 25,789,565 | 29,401,914 | 4.83% | +3,612,349 |
| GEOPARK LTD | 2,396,408 | 2,225,933 | -170,475 | 17,757,384 | 21,146,364 | 3.48% | +3,388,980 |
| LIBERTY LATIN AMERICA LTD(LILA) | 2,895,728 | 2,755,775 | -139,953 | 21,602,131 | 24,305,936 | 4.00% | +2,703,805 |
| SYLVAMO CORP(SLVM) | 350,632 | 427,510 | +76,878 | 16,882,931 | 18,058,022 | 2.97% | +1,175,091 |
| LIBERTY LATIN AMERICA LTD(LILA) | 909,742 | 909,742 | 0 | 6,722,993 | 7,860,170 | 1.29% | +1,137,177 |
| CALAVO GROWERS INC | 699,117 | 631,037 | -68,080 | 15,205,795 | 16,274,444 | 2.67% | +1,068,649 |
| COPA HOLDINGS SA(CPA) | 130,200 | 136,784 | +6,584 | 15,703,422 | 15,540,030 | 2.55% | -163,392 |
| CENTRAL PUERTO S A(CEPU) | 1,191,489 | 1,150,763 | -40,726 | 20,851,058 | 19,367,341 | 3.18% | -1,483,717 |
| LOMA NEGRA C I A S A MTN 14 | 2,404,072 | 2,469,972 | +65,900 | 31,132,732 | 27,391,989 | 4.50% | -3,740,743 |
| BIOCERES CROP SOLUTIONS CORP | 4,331,096 | 0 | -4,331,096 | 5,673,736 | 0 | — | -5,673,736 |
| TRANSPORTADORA DE GAS SUR(TGS) | 191,630 | 0 | -191,630 | 5,957,776 | 0 | — | -5,957,776 |
| CONTROLADORA VUELA COMP DE A | 757,761 | 0 | -757,761 | 6,728,917 | 0 | — | -6,728,917 |
| VIZSLA SILVER CORP(VZLA) | 6,166,612 | 7,579,112 | +1,412,500 | 33,731,368 | 25,011,070 | 4.11% | -8,720,298 |
| HORMEL FOODS CORP(HRL) | 1,441,662 | 1,017,862 | -423,800 | 34,167,389 | 23,054,574 | 3.79% | -11,112,815 |
| GRUPO FINANCIERO GALICIA S.A(GGAL) | 308,728 | 0 | -308,728 | 16,652,788 | 0 | — | -16,652,788 |
| EZCORP INC(EZPW) | 868,717 | 0 | -868,717 | 16,870,484 | 0 | — | -16,870,484 |
| FIRSTCASH HOLDINGS INC(FCFS) | 109,416 | 0 | -109,416 | 17,438,722 | 0 | — | -17,438,722 |
| TECNOGLASS INC(TGLS) | 346,991 | 0 | -346,991 | 17,460,587 | 0 | — | -17,460,587 |
| STONECO LTD(STNE) | 1,190,557 | 0 | -1,190,557 | 17,608,338 | 0 | — | -17,608,338 |
| WESTERN UN CO(WU) | 2,589,752 | 0 | -2,589,752 | 24,110,591 | 0 | — | -24,110,591 |
| GRUPO AEROMEXICO SAB DE CV(AERO) | 1,100,000 | 0 | -1,100,000 | 24,156,000 | 0 | — | -24,156,000 |
| GRID DYNAMICS HLDGS INC | 3,827,968 | 610,322 | -3,217,646 | 34,566,551 | 3,478,835 | 0.57% | -31,087,716 |
| CREDICORP LTD(BAP) | 120,988 | 0 | -120,988 | 34,723,556 | 0 | — | -34,723,556 |
| ACCENTURE PLC IRELAND SHS CLASS A | 142,600 | 0 | -142,600 | 38,259,580 | 0 | — | -38,259,580 |
| BANCO BBVA ARGENTINA S A | 2,847,061 | 0 | -2,847,061 | 51,446,392 | 0 | — | -51,446,392 |