13FBOX
Fourth Sail Capital LP · 13F Holdings
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Fourth Sail Capital LP

No.3591 Data as of 2026Q2
Latest AUM (Q2 2026)
$659.9M
QoQ Change Q1 2026
+$51.5M+8.5%
Holdings
26
New Buys
12
Adds
8
Reduces
5
Exits
11
Unchanged
1
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BBRINKS COBCO
14.12%7.08%$93.2M986,050$43.1M415,428+570,622+137.36%Add
DLOCAL LTDDLO
7.77%4.83%$51.2M3.9M$29.4M2.3M+1.7M+73.94%Add
MMISSION PRODUCE INCAVO
7.1%2.51%$46.9M4.0M$15.3M1.1M+2.9M+258.48%Add
CREDICORP LTDBAP
7.05%$46.5M119,464$00+119,464New Buy
TTERNIUM SATX
4.4%$29.0M679,328$00+679,328New Buy
HORMEL FOODS CORPHRL
4.23%3.79%$27.9M1.1M$23.1M1.0M+107,300+10.54%Add
MMETHANEX CORPMEOH
4.17%3.17%$27.5M595,817$19.3M323,902+271,915+83.95%Add
VISTA ENERGY S.A.B. DE C.V.VIST
4.01%2.98%$26.5M415,100$18.1M240,000+175,100+72.96%Add
SSMITHFIELD FOODS INCSFD
3.92%5.13%$25.9M1.1M$31.2M1.1M-48,586-4.35%Reduce
CCENTRAL PUERTO S ACEPU
3.84%3.18%$25.3M1.7M$19.4M1.2M+553,389+48.09%Add
VIZSLA SILVER CORPVZLA
3.79%4.11%$25.0M7.6M$25.0M7.6M00.00%Unchanged
XP INCXP
3.7%$24.4M1.5M$00+1.5MNew Buy
LLOMA NEGRA C I A S A MTN 14LOMA
3.34%4.5%$22.0M1.9M$27.4M2.5M-546,486-22.13%Reduce
SYLVAMO CORP COMMON STOCKSLVM
2.67%2.97%$17.6M466,904$18.1M427,510+39,394+9.21%Add
GEOPARK LTD USD SHSGPRK
2.66%3.48%$17.5M1.9M$21.1M2.2M-299,210-13.44%Reduce
CRANE NXT COCXT
2.66%$17.5M342,600$00+342,600New Buy
WESTERN UN COWU
2.47%$16.3M2.1M$00+2.1MNew Buy
VULCAN MATLS COVMC
2.43%$16.0M54,300$00+54,300New Buy
GGRUPO FINANCIERO GALICIA S.AGGAL
2.42%$16.0M319,247$00+319,247New Buy
SSTONECO LTDSTNE
2.41%$15.9M1.5M$00+1.5MNew Buy
MARTIN MARIETTA MATLS INCMLM
2.36%$15.6M27,000$00+27,000New Buy
ACCENTURE PLC IRELANDACN
2.35%$15.5M124,700$00+124,700New Buy
PATRIA INVESTMENTS LIMITED COM CL APAX
2.29%$15.1M1.4M$00+1.4MNew Buy
TECK RESOURCES LTDTECK
2.02%4.25%$13.4M224,599$25.8M499,272-274,673-55.01%Reduce
EEVE HLDG INCEVEX
1.25%$8.2M3.3M$00+3.3MNew Buy
CCOPA HOLDINGS SACPA
0.58%2.55%$3.8M24,481$15.5M136,784-112,303-82.10%Reduce

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