Fund HoldingsFourth Sail Capital LP

Total Portfolio Value
$659.89M
Total Bought
$367.48M
Total Sold
$315.18M
Net Transaction
+$52.30M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
BRINKS CO(BCO)415,428986,050+570,62243,05193,17214.12%+50,121
CREDICORP LTD(BAP)0119,464+119,464046,5417.05%+46,541
MISSION PRODUCE INC(AVO)1,109,2003,976,272+2,867,07215,26346,8807.10%+31,618
TERNIUM SA(TX)0679,328+679,328029,0074.40%+29,007
XP INC(XP)01,500,660+1,500,660024,4013.70%+24,401
DLOCAL LTD(DLO)2,266,9173,943,171+1,676,25429,40251,2427.77%+21,840
CRANE NXT CO(CXT)0342,600+342,600017,5272.66%+17,527
WESTERN UN CO(WU)02,120,585+2,120,585016,3292.47%+16,329
VULCAN MATLS CO(VMC)054,300+54,300016,0192.43%+16,019
GRUPO FINANCIERO GALICIA S.A(GGAL)0319,247+319,247015,9722.42%+15,972
STONECO LTD(STNE)01,465,500+1,465,500015,8862.41%+15,886
MARTIN MARIETTA MATLS INC(MLM)027,000+27,000015,5712.36%+15,571
ACCENTURE PLC IRELAND
SHS CLASS A
0124,700+124,700015,5182.35%+15,518
PATRIA INVESTMENTS LIMITED
COM CL A
01,373,995+1,373,995015,0862.29%+15,086
VISTA ENERGY S.A.B. DE C.V.(VIST)240,000415,100+175,10018,11326,4834.01%+8,371
EVE HLDG INC(EVEX)03,276,673+3,276,67308,2241.25%+8,224
METHANEX CORP(MEOH)323,902595,817+271,91519,28527,4974.17%+8,212
CENTRAL PUERTO S A(CEPU)1,150,7631,704,152+553,38919,36725,3243.84%+5,956
HORMEL FOODS CORP(HRL)1,017,8621,125,162+107,30023,05527,9274.23%+4,872
VIZSLA SILVER CORP(VZLA)7,579,1127,579,112025,01125,0113.79%0
SYLVAMO CORP(SLVM)427,510466,904+39,39418,05817,6492.67%-409
GRID DYNAMICS HLDGS INC(GDYN)610,3220-610,3223,4790-3,479
GEOPARK LTD(GPRK)2,225,9331,926,723-299,21021,14617,5332.66%-3,613
SENSIENT TECHNOLOGIES CORP(SXT)43,1720-43,1723,7320-3,732
SMITHFIELD FOODS INC(SFD)1,116,1651,067,579-48,58631,21925,8993.92%-5,320
LOMA NEGRA C I A S A MTN 142,469,9721,923,486-546,48627,39222,0243.34%-5,368
LIBERTY LATIN AMERICA LTD(LILA)909,7420-909,7427,8600-7,860
EMBRAER S.A.(EMBJ)186,1250-186,12511,0450-11,045
COPA HOLDINGS SA(CPA)136,78424,481-112,30315,5403,8090.58%-11,732
TECK RESOURCES LTD(TECK)499,272224,599-274,67325,83713,3552.02%-12,483
CALAVO GROWERS INC631,0370-631,03716,2740-16,274
YPF SOCIEDAD ANONIMA(YPF)363,6900-363,69016,8100-16,810
INTERCORP FINL SVCS INC
SHS
369,9000-369,90018,5690-18,569
LIBERTY LATIN AMERICA LTD(LILA)2,755,7750-2,755,77524,3060-24,306
TELECOM ARGENTINA SA(TEO)2,500,0000-2,500,00029,2250-29,225
MERCADOLIBRE INC(MELI)32,9400-32,94056,9540-56,954
NCR ATLEOS CORPORATION(NATL)2,028,6050-2,028,60588,4070-88,407
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Fourth Sail Capital LP — 13F Holdings — Q2 2026 | TickerTrail