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Fourth Sail Capital LP 13F holdings

Filed 2026-08-05 · Fourth Sail Capital LP · 26 positions · $659.9M

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TickerCompanySharesValue% of portfolio
BCOBRINKS CO986.0K$93.2M14.1%
DLODLOCAL LTD3.9M$51.2M7.8%
AVOMISSION PRODUCE INC4.0M$46.9M7.1%
—CREDICORP LTD119.5K$46.5M7.1%
TXTERNIUM SA679.3K$29.0M4.4%
HRLHORMEL FOODS CORP1.1M$27.9M4.2%
MEOHMETHANEX CORP595.8K$27.5M4.2%
VISTVISTA ENERGY S.A.B. DE C.V.415.1K$26.5M4.0%
SFDSMITHFIELD FOODS INC1.1M$25.9M3.9%
—CENTRAL PUERTO S A1.7M$25.3M3.8%
VZLAVIZSLA SILVER CORP7.6M$25.0M3.8%
—XP INC1.5M$24.4M3.7%
LOMALOMA NEGRA C I A S A MTN 141.9M$22.0M3.3%
SLVMSYLVAMO CORP466.9K$17.6M2.7%
—GEOPARK LTD1.9M$17.5M2.7%
CXTCRANE NXT CO342.6K$17.5M2.7%
WUWESTERN UN CO2.1M$16.3M2.5%
VMCVULCAN MATLS CO54.3K$16.0M2.4%
GGALGRUPO FINANCIERO GALICIA S.A319.2K$16.0M2.4%
STNESTONECO LTD1.5M$15.9M2.4%
MLMMARTIN MARIETTA MATLS INC27.0K$15.6M2.4%
—ACCENTURE PLC IRELAND124.7K$15.5M2.4%
—PATRIA INVESTMENTS LIMITED1.4M$15.1M2.3%
TECKTECK RESOURCES LTD224.6K$13.4M2.0%
EVEXEVE HLDG INC3.3M$8.2M1.2%
—COPA HOLDINGS SA24.5K$3.8M0.6%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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