Fund Holdings — Fourth Sail Capital LP

Total Portfolio Value
$413.84M
Total Bought
$184.57M
Total Sold
$242.49M
Net Transaction
-$57.92M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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HORMEL FOODS CORP(HRL)0705,000+705,000017,4424.21%+17,442
GEOPARK LTD(GPRK)02,708,539+2,708,539017,2534.17%+17,253
BBB FOODS INC(TBBB)0625,532+625,532016,8644.08%+16,864
SYLVAMO CORP(SLVM)162,600550,932+388,3328,14624,3625.89%+16,216
WESTERN UN CO(WU)01,948,600+1,948,600015,5693.76%+15,569
CENTRAL PUERTO S A(CEPU)148,6012,069,477+1,920,8761,73616,5774.01%+14,841
VISTA ENERGY S.A.B. DE C.V.(VIST)0396,200+396,200013,6293.29%+13,629
ACCENTURE PLC IRELAND
SHS CLASS A
055,200+55,200013,6123.29%+13,612
STONECO LTD(STNE)0686,400+686,400012,9803.14%+12,980
TELECOM ARGENTINA SA(TEO)01,632,222+1,632,222011,8662.87%+11,866
TRANSPORTADORA DE GAS SUR(TGS)253,168614,891+361,7236,55712,9313.12%+6,374
PAN AMERN SILVER CORP(PAAS)017,901,528+17,901,52806,2641.51%+6,264
VIZSLA SILVER CORP(VZLA)4,331,9004,331,900012,73618,7144.52%+5,978
CONTROLADORA VUELA COMP DE A0754,484+754,48405,4171.31%+5,417
EZCORP INC(EZPW)1,251,3621,177,997-73,36517,36922,4295.42%+5,060
SMITHFIELD FOODS INC(SFD)782,981981,581+198,60018,42423,0485.57%+4,624
GRID DYNAMICS HLDGS INC(GDYN)1,623,5622,811,405+1,187,84318,75221,6765.24%+2,924
LOMA NEGRA C I A S A MTN 141,456,7702,371,924+915,15415,98117,4814.22%+1,500
PERPETUA RESOURCES CORP(PPTA)1,003,700630,608-373,09212,18512,7573.08%+572
DLOCAL LTD(DLO)1,546,6391,178,000-368,63917,53916,8224.06%-717
LIBERTY LATIN AMERICA LTD(LILA)1,418,237748,761-669,4768,6516,2071.50%-2,444
UR-ENERGY INC(URG)19,644,6329,965,357-9,679,27520,62717,8384.31%-2,789
LIBERTY LATIN AMERICA LTD(LILA)3,835,6402,362,507-1,473,13323,85819,9404.82%-3,918
IRSA INVERSIONES Y REP S A(IRS)454,3010-454,3016,3280—-6,328
BANCO BBVA ARGENTINA S A1,786,0852,669,262+883,17729,39922,2085.37%-7,191
INTERCORP FINL SVCS INC
SHS
458,974230,003-228,97117,5019,2782.24%-8,222
CREDICORP LTD(BAP)75,06523,488-51,57716,7796,2541.51%-10,524
ENDAVA PLC(DAVA)731,4230-731,42311,2050—-11,205
POPULAR INC(BPOP)112,7990-112,79912,4320—-12,432
EPAM SYS INC(EPAM)71,7000-71,70012,6780—-12,678
BIOCERES CROP SOLUTIONS CORP(BIOX)4,627,6694,627,669020,6866,5251.58%-14,161
COPA HOLDINGS SA(CPA)184,9660-184,96620,3410—-20,341
BRINKS CO(BCO)281,5000-281,50025,1350—-25,135
CORPORACION AMER ARPTS S A
COM
1,521,6020-1,521,60230,8280—-30,828
NU HLDGS LTD(NU)2,275,4110-2,275,41131,2190—-31,219
MAC COPPER LIMITED5,456,461646,565-4,809,89665,9697,8951.91%-58,074
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Fourth Sail Capital LP — 13F Holdings — Q3 2025 | TickerTrail