Fourth Sail Capital LP
25 holdingsFiling period: 2026-03-31Current AUM: $635.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NATL | NCR ATLEOS CORPORATION | 2.03M | $88.4M | $95.4M | 15.02% | +1.15M | 2026-03-31 |
| 2 | MELI | MERCADOLIBRE INC | 32.9K | $57.0M | $61.9M | 9.74% | -- | 2026-03-31 |
| 3 | BCO | BRINKS CO | 415.4K | $43.0M | $49.2M | 7.75% | -- | 2026-03-31 |
| 4 | SFD | SMITHFIELD FOODS INC | 1.12M | $31.2M | $29.1M | 4.58% | -24,454 | 2026-03-31 |
| 5 | — | DLOCAL LTD | 2.27M | $29.4M | $29.4M | 4.63% | +443.0K | 2026-03-31 |
| 6 | TEO | TELECOM ARGENTINA SA | 2.50M | $29.2M | $35.0M | 5.51% | +2.05M | 2026-03-31 |
| 7 | LOMA | LOMA NEGRA C I A S A MTN 14 | 2.47M | $27.4M | $28.4M | 4.46% | +65.9K | 2026-03-31 |
| 8 | TECK | TECK RESOURCES LTD | 499.3K | $25.8M | $30.1M | 4.74% | +350.8K | 2026-03-31 |
| 9 | VZLA | VIZSLA SILVER CORP | 7.58M | $25.0M | $23.8M | 3.75% | +1.41M | 2026-03-31 |
| 10 | — | LIBERTY LATIN AMERICA LTD | 2.76M | $24.3M | $24.3M | 3.83% | -139,953 | 2026-03-31 |
| 11 | HRL | HORMEL FOODS CORP | 1.02M | $23.1M | $25.5M | 4.01% | -423,800 | 2026-03-31 |
| 12 | — | GEOPARK LTD | 2.23M | $21.1M | $21.1M | 3.33% | -170,475 | 2026-03-31 |
| 13 | CEPU | CENTRAL PUERTO S A | 1.15M | $19.4M | $17.6M | 2.76% | -40,726 | 2026-03-31 |
| 14 | MEOH | METHANEX CORP | 323.9K | $19.3M | $18.0M | 2.83% | -- | 2026-03-31 |
| 15 | — | INTERCORP FINL SVCS INC | 369.9K | $18.6M | $18.6M | 2.92% | -- | 2026-03-31 |
| 16 | VIST | VISTA ENERGY S.A.B. DE C.V. | 240.0K | $18.1M | $16.9M | 2.66% | -- | 2026-03-31 |
| 17 | SLVM | SYLVAMO CORP | 427.5K | $18.1M | $16.0M | 2.52% | +76.9K | 2026-03-31 |
| 18 | YPF | YPF SOCIEDAD ANONIMA | 363.7K | $16.8M | $19.1M | 3.01% | -- | 2026-03-31 |
| 19 | CVGW | CALAVO GROWERS INC | 631.0K | $16.3M | $16.3M | 2.56% | -68,080 | 2026-03-31 |
| 20 | — | COPA HOLDINGS SA | 136.8K | $15.5M | $15.5M | 2.45% | +6.6K | 2026-03-31 |
| 21 | AVO | MISSION PRODUCE INC | 1.11M | $15.3M | $14.0M | 2.20% | +1.05M | 2026-03-31 |
| 22 | EMBJ | EMBRAER S.A. | 186.1K | $11.0M | $12.7M | 2.00% | -- | 2026-03-31 |
| 23 | — | LIBERTY LATIN AMERICA LTD | 909.7K | $7.9M | $7.9M | 1.24% | -- | 2026-03-31 |
| 24 | SXT | SENSIENT TECHNOLOGIES CORP | 43.2K | $3.7M | $5.3M | 0.84% | -- | 2026-03-31 |
| 25 | GDYN | GRID DYNAMICS HLDGS INC | 610.3K | $3.5M | $4.2M | 0.66% | -3,217,646 | 2026-03-31 |
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