Fund HoldingsFourth Sail Capital LP

Total Portfolio Value
$623.37M
Total Bought
$316.74M
Total Sold
$116.77M
Net Transaction
+$199.97M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
NCR ATLEOS CORPORATION(NATL)0881,568+881,568033,5975.39%+33,597
BANCO BBVA ARGENTINA S A2,669,2622,847,061+177,79922,20851,4468.25%+29,238
CREDICORP LTD(BAP)23,488120,988+97,5006,25434,7245.57%+28,469
ACCENTURE PLC IRELAND
SHS CLASS A
55,200142,600+87,40013,61238,2606.14%+24,647
GRUPO AEROMEXICO SAB DE CV(AERO)01,100,000+1,100,000024,1563.88%+24,156
TECNOGLASS INC(TGLS)0346,991+346,991017,4612.80%+17,461
FIRSTCASH HOLDINGS INC(FCFS)0109,416+109,416017,4392.80%+17,439
HORMEL FOODS CORP(HRL)705,0001,441,662+736,66217,44234,1675.48%+16,726
GRUPO FINANCIERO GALICIA S.A(GGAL)0308,728+308,728016,6532.67%+16,653
COPA HOLDINGS SA(CPA)0130,200+130,200015,7032.52%+15,703
CALAVO GROWERS INC0699,117+699,117015,2062.44%+15,206
VIZSLA SILVER CORP(VZLA)4,331,9006,166,612+1,834,71218,71433,7315.41%+15,018
LOMA NEGRA C I A S A MTN 142,371,9242,404,072+32,14817,48131,1334.99%+13,652
GRID DYNAMICS HLDGS INC2,811,4053,827,968+1,016,56321,67634,5675.55%+12,891
DLOCAL LTD(DLO)1,178,0001,823,873+645,87316,82225,7904.14%+8,968
WESTERN UN CO(WU)1,948,6002,589,752+641,15215,56924,1113.87%+8,541
TECK RESOURCES LTD(TECK)0148,500+148,50007,1121.14%+7,112
STONECO LTD(STNE)686,4001,190,557+504,15712,98017,6082.82%+4,629
CENTRAL PUERTO S A(CEPU)2,069,4771,191,489-877,98816,57720,8513.34%+4,275
SMITHFIELD FOODS INC(SFD)981,5811,140,619+159,03823,04825,4704.09%+2,423
LIBERTY LATIN AMERICA LTD(LILA)2,362,5072,895,728+533,22119,94021,6023.47%+1,663
CONTROLADORA VUELA COMP DE A754,484757,761+3,2775,4176,7291.08%+1,312
MISSION PRODUCE INC(AVO)062,525+62,52507250.12%+725
LIBERTY LATIN AMERICA LTD(LILA)748,761909,742+160,9816,2076,7231.08%+516
GEOPARK LTD2,708,5392,396,408-312,13117,25317,7572.85%+504
BIOCERES CROP SOLUTIONS CORP4,627,6694,331,096-296,5736,5255,6740.91%-851
EZCORP INC(EZPW)1,177,997868,717-309,28022,42916,8702.71%-5,559
PAN AMERN SILVER CORP(PAAS)17,901,5280-17,901,5286,2640-6,264
TELECOM ARGENTINA SA(TEO)1,632,222453,402-1,178,82011,8665,2640.84%-6,602
TRANSPORTADORA DE GAS SUR(TGS)614,891191,630-423,26112,9315,9580.96%-6,973
SYLVAMO CORP(SLVM)550,932350,632-200,30024,36216,8832.71%-7,479
MAC COPPER LIMITED646,5650-646,5657,8950-7,895
INTERCORP FINL SVCS INC
SHS
230,0030-230,0039,2780-9,278
PERPETUA RESOURCES CORP(PPTA)630,6080-630,60812,7570-12,757
VISTA ENERGY S.A.B. DE C.V.(VIST)396,2000-396,20013,6290-13,629
BBB FOODS INC(TBBB)625,5320-625,53216,8640-16,864
UR-ENERGY INC9,965,3570-9,965,35717,8380-17,838
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