Fund HoldingsFourth Sail Capital LP

Total Portfolio Value
$398.01M
Total Bought
$78.18M
Total Sold
$125.51M
Net Transaction
-$47.33M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
UR-ENERGY INC017,512,564+17,512,564020,8405.24%+20,840
PERPETUA RESOURCES CORP(PPTA)01,112,783+1,112,783010,4052.61%+10,405
XP INC(XP)0558,900+558,900010,0272.52%+10,027
INTER & CO INC(INTR)01,398,316+1,398,31609,3132.34%+9,313
PAMPA ENERGIA S A(PAM)0142,433+142,43308,5522.15%+8,552
CORPORACION AMER ARPTS S A
COM
1,314,5251,615,054+300,52921,87428,1997.08%+6,325
COPA HOLDINGS SA(CPA)108,293156,985+48,69210,30714,7313.70%+4,424
ENDAVA PLC683,733931,151+247,41819,99223,7825.98%+3,789
BIOCERES CROP SOLUTIONS CORP1,961,8253,171,102+1,209,27721,99224,9576.27%+2,965
BANCO BBVA ARGENTINA S A2,361,3862,361,386021,84324,4886.15%+2,645
GRID DYNAMICS HLDGS INC769,924753,813-16,1118,09210,5532.65%+2,461
URANIUM RTY CORP0582,712+582,71201,4280.36%+1,428
POPULAR INC(BPOP)116,400116,400010,29311,6712.93%+1,378
ENCORE ENERGY CORP1,404,3071,404,30705,5335,6731.43%+140
DAKOTA GOLD CORP0163,509+163,50901140.03%+114
ZALATORIS II ACQUISITION COR565,4120-565,412230-23
VTEX3,098,7622,993,978-104,78422,49722,2755.60%-222
LIBERTY LATIN AMERICA LTD(LILA)98,8970-98,8979510-951
DAKOTA GOLD CORP4,635,5033,672,668-962,83511,5428,6672.18%-2,875
EZCORP INC(EZPW)718,947221,724-497,2237,5272,4860.62%-5,042
DLOCAL LTD(DLO)2,397,7701,771,932-625,83819,39814,1753.56%-5,223
PROG HOLDINGS INC(PRG)158,6070-158,6075,5000-5,500
LAUREATE EDUCATION INC(LAUR)2,170,7271,520,138-650,58932,43125,2496.34%-7,181
METALS ACQUISITION LIMITED6,107,6945,397,610-710,08483,61474,75718.78%-8,857
STONECO LTD(STNE)1,778,400816,333-962,06721,3239,1922.31%-12,131
YPF SOCIEDAD ANONIMA(YPF)655,5620-655,56213,1900-13,190
ARCOS DORADOS HOLDINGS INC(ARCO)1,829,2230-1,829,22316,4630-16,463
CREDICORP LTD(BAP)273,700138,356-135,34444,15625,0386.29%-19,118
SIGMA LITHIUM CORPORATION(SGML)3,134,797925,552-2,209,24537,71211,4402.87%-26,272
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