EdgeMarket › What Fourth Sail Capital Lp reported owning
What Fourth Sail Capital Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
608.4MPositions
25Quarter
2026-03-31Shown below
25largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NATL NCR Atleos Corp | 88.4M | 14.5% | 2.0M | 46.41 | +22.1% |
| MELI MERCADOLIBRE INC | 57.0M | 9.4% | 32.9K | 1,922.73 | -17.7% |
| BCO BRINKS CO | 43.1M | 7.1% | 415.4K | 111.43 | +1.5% |
| SFD SMITHFIELD FOODS INC | 31.2M | 5.1% | 1.1M | 22.25 | -13.1% |
| DLO dLocal Ltd | 29.4M | 4.8% | 2.3M | 15.17 | +6.7% |
| TEO TELECOM ARGENTINA SA | 29.2M | 4.8% | 2.5M | 13.14 | +43.1% |
| LOMA Loma Negra Compania Industrial Argentina Socie | 27.4M | 4.5% | 2.5M | 9.31 | -8.5% |
| TECK TECK RESOURCES LTD | 25.8M | 4.2% | 499.3K | 69.20 | +121.3% |
| VZLA Vizsla Silver Corp. | 25.0M | 4.1% | 7.6M | 3.96 | +20.4% |
| LILAK Liberty Latin America Ltd. | 24.3M | 4.0% | 2.8M | 8.39 | +5.3% |
| HRL HORMEL FOODS CORP /DE/ | 23.1M | 3.8% | 1.0M | 23.88 | -16.6% |
| GPRK GeoPark Ltd | 21.1M | 3.5% | 2.2M | 9.79 | +54.7% |
| CEPU CENTRAL PUERTO S.A. | 19.4M | 3.2% | 1.2M | 12.98 | +18.2% |
| MEOH METHANEX CORP | 19.3M | 3.2% | 323.9K | 60.10 | +78.2% |
| IFS Intercorp Financial Services Inc. | 18.6M | 3.1% | 369.9K | 54.89 | +43.2% |
| VIST Vista Energy, S.A.B. de C.V. | 18.1M | 3.0% | 240.0K | 69.58 | +73.0% |
| SLVM Sylvamo Corp | 18.1M | 3.0% | 427.5K | 36.79 | -14.9% |
| YPF YPF SOCIEDAD ANONIMA | 16.8M | 2.8% | 363.7K | 51.18 | +62.9% |
| unmapped CUSIP 128246105 | 16.3M | 2.7% | 631.0K | — | — |
| CPA Copa Holdings, S.A. | 15.5M | 2.6% | 136.8K | 129.95 | +13.5% |
| AVO Mission Produce, Inc. | 15.3M | 2.5% | 1.1M | 13.29 | +6.4% |
| EMBJ EMBRAER S.A. | 11.0M | 1.8% | 186.1K | 75.95 | +36.5% |
| LILA Liberty Latin America Ltd. | 7.9M | 1.3% | 909.7K | 8.47 | +8.6% |
| SXT SENSIENT TECHNOLOGIES CORP | 3.7M | 0.6% | 43.2K | 134.56 | +18.4% |
| GDYN GRID DYNAMICS HOLDINGS, INC. | 3.5M | 0.6% | 610.3K | 8.00 | +3.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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