Fund HoldingsFourth Sail Capital LP

Total Portfolio Value
$436.25M
Total Bought
$186.65M
Total Sold
$80.05M
Net Transaction
+$106.60M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
CREDICORP LTD(BAP)0273,700+273,700044,15610.12%+44,156
SIGMA LITHIUM CORPORATION(SGML)187,4663,134,797+2,947,3312,43037,7128.64%+35,282
STONECO LTD(STNE)01,778,400+1,778,400021,3234.89%+21,323
CORPORACION AMER ARPTS S A
COM
69,9331,314,525+1,244,5921,17521,8745.01%+20,699
ARCOS DORADOS HOLDINGS INC(ARCO)01,829,223+1,829,223016,4633.77%+16,463
VTEX1,377,1943,098,762+1,721,56811,25222,4975.16%+11,245
BANCO BBVA ARGENTINA S A1,352,2832,361,386+1,009,10311,46721,8435.01%+10,375
METALS ACQUISITION LIMITED5,954,5456,107,694+153,14976,51683,61419.17%+7,098
PROG HOLDINGS INC(PRG)0158,607+158,60705,5001.26%+5,500
GRID DYNAMICS HLDGS INC323,447769,924+446,4773,9758,0921.85%+4,117
COPA HOLDINGS SA(CPA)64,993108,293+43,3006,77010,3072.36%+3,538
LAUREATE EDUCATION INC(LAUR)2,122,0922,170,727+48,63530,91932,4317.43%+1,512
BIOCERES CROP SOLUTIONS CORP1,627,6301,961,825+334,19520,60621,9925.04%+1,386
EZCORP INC(EZPW)591,877718,947+127,0706,7067,5271.73%+821
DAKOTA GOLD CORP4,621,8464,635,503+13,65710,95411,5422.65%+589
ZALATORIS II ACQUISITION COR0565,412+565,4120230.01%+23
ENCORE ENERGY CORP1,404,3071,404,30706,1515,5331.27%-618
YPF SOCIEDAD ANONIMA(YPF)736,167655,562-80,60514,57613,1903.02%-1,386
PRICESMART INC(PSMT)28,9450-28,9452,4310-2,431
DLOCAL LTD(DLO)1,491,2092,397,770+906,56121,92119,3984.45%-2,523
METALS ACQUISITION LIMITED1,612,0990-1,612,0993,3210-3,321
POPULAR INC(BPOP)180,700116,400-64,30015,91810,2932.36%-5,625
ENDAVA PLC726,142683,733-42,40927,62219,9924.58%-7,630
BANCO MACRO SA(BMA)187,5960-187,5969,0380-9,038
INTER & CO INC(INTR)1,603,3030-1,603,3039,1550-9,155
BRINKS CO(BCO)124,5000-124,50011,5010-11,501
URANIUM ENERGY CORP(UEC)1,880,7480-1,880,74812,6950-12,695
LIBERTY LATIN AMERICA LTD(LILA)2,606,58998,897-2,507,69218,2209510.22%-17,269
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