Fourth Sail Capital LP
26 holdingsFiling period: 2026-06-30Current AUM: $649.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BCO | Brinks Co | 986.0K | $93.2M | $98.8M | 15.20% | +570.6K | 2026-06-30 |
| 2 | — | Dlocal Ltd | 3.94M | $51.2M | $51.2M | 7.89% | +1.68M | 2026-06-30 |
| 3 | AVO | Mission Produce Inc | 3.98M | $46.9M | $45.9M | 7.06% | +2.87M | 2026-06-30 |
| 4 | — | Credicorp Ltd | 119.5K | $46.5M | $46.5M | 7.16% | -- | 2026-06-30 |
| 5 | TX | Ternium SA | 679.3K | $29.0M | $36.6M | 5.64% | -- | 2026-06-30 |
| 6 | HRL | Hormel Foods Corp | 1.13M | $27.9M | $23.2M | 3.57% | +107.3K | 2026-06-30 |
| 7 | MEOH | Methanex Corp | 595.8K | $27.5M | $37.9M | 5.83% | +271.9K | 2026-06-30 |
| 8 | VIST | Vista Energy S.A.B. de C.V. | 415.1K | $26.5M | $30.0M | 4.62% | +175.1K | 2026-06-30 |
| 9 | SFD | Smithfield Foods Inc | 1.07M | $25.9M | $19.7M | 3.03% | -48,586 | 2026-06-30 |
| 10 | CEPU | Central Puerto S A | 1.70M | $25.3M | $19.3M | 2.96% | +553.4K | 2026-06-30 |
| 11 | VZLA | Vizsla Silver Corp | 7.58M | $25.0M | $24.7M | 3.80% | -- | 2026-06-30 |
| 12 | — | XP Inc | 1.50M | $24.4M | $24.4M | 3.75% | -- | 2026-06-30 |
| 13 | LOMA | Loma Negra C I A S A Mtn 14 | 1.92M | $22.0M | $17.5M | 2.70% | -546,486 | 2026-06-30 |
| 14 | SLVM | Sylvamo Corp | 466.9K | $17.6M | $14.9M | 2.29% | +39.4K | 2026-06-30 |
| 15 | — | Geopark Ltd | 1.93M | $17.5M | $17.5M | 2.70% | -299,210 | 2026-06-30 |
| 16 | CXT | Crane Nxt Co | 342.6K | $17.5M | $20.0M | 3.07% | -- | 2026-06-30 |
| 17 | WU | Western UN Co | 2.12M | $16.3M | $12.9M | 1.99% | -- | 2026-06-30 |
| 18 | VMC | Vulcan Matls Co | 54.3K | $16.0M | $14.4M | 2.21% | -- | 2026-06-30 |
| 19 | GGAL | Grupo Financiero Galicia S.A | 319.2K | $16.0M | $10.8M | 1.66% | -- | 2026-06-30 |
| 20 | — | Stoneco Ltd | 1.47M | $15.9M | $15.9M | 2.44% | -- | 2026-06-30 |
| 21 | MLM | Martin Marietta Matls Inc | 27.0K | $15.6M | $13.8M | 2.12% | -- | 2026-06-30 |
| 22 | — | Accenture PLC Ireland | 124.7K | $15.5M | $15.5M | 2.39% | -- | 2026-06-30 |
| 23 | — | Patria Investments Limited | 1.37M | $15.1M | $15.1M | 2.32% | -- | 2026-06-30 |
| 24 | TECK | Teck Resources Ltd | 224.6K | $13.4M | $14.2M | 2.18% | -274,673 | 2026-06-30 |
| 25 | EVEX | Eve Hldg Inc | 3.28M | $8.2M | $5.4M | 0.83% | -- | 2026-06-30 |
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