Holders — by stockHoldings — by fund
Fourth Sail Capital LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001803158
$659.9M
disclosed book value
26
positions
14.1%
largest position share
Positions, as of 2026-06-30
top 26 of 26 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | BCOBRINKS CO | 986,050 | $93.2M | 14.1% |
| 2 | DLOCAL LTD | 3.9M | $51.2M | 7.8% |
| 3 | AVOMISSION PRODUCE INC | 4.0M | $46.9M | 7.1% |
| 4 | CREDICORP LTD | 119,464 | $46.5M | 7.1% |
| 5 | TXTERNIUM SA | 679,328 | $29.0M | 4.4% |
| 6 | HRLHORMEL FOODS CORP | 1.1M | $27.9M | 4.2% |
| 7 | MEOHMETHANEX CORP | 595,817 | $27.5M | 4.2% |
| 8 | VISTVISTA ENERGY S.A.B. DE C.V. | 415,100 | $26.5M | 4% |
| 9 | SFDSMITHFIELD FOODS INC | 1.1M | $25.9M | 3.9% |
| 10 | CEPUCENTRAL PUERTO S A | 1.7M | $25.3M | 3.8% |
| 11 | VZLAVIZSLA SILVER CORP | 7.6M | $25.0M | 3.8% |
| 12 | XP INC | 1.5M | $24.4M | 3.7% |
| 13 | LOMALOMA NEGRA C I A S A MTN 14 | 1.9M | $22.0M | 3.3% |
| 14 | SLVMSYLVAMO CORP | 466,904 | $17.6M | 2.7% |
| 15 | GEOPARK LTD | 1.9M | $17.5M | 2.7% |
| 16 | CXTCRANE NXT CO | 342,600 | $17.5M | 2.7% |
| 17 | WUWESTERN UN CO | 2.1M | $16.3M | 2.5% |
| 18 | VMCVULCAN MATLS CO | 54,300 | $16.0M | 2.4% |
| 19 | GGALGRUPO FINANCIERO GALICIA S.A | 319,247 | $16.0M | 2.4% |
| 20 | STONECO LTD | 1.5M | $15.9M | 2.4% |
| 21 | MLMMARTIN MARIETTA MATLS INC | 27,000 | $15.6M | 2.4% |
| 22 | ACCENTURE PLC IRELAND | 124,700 | $15.5M | 2.4% |
| 23 | PATRIA INVESTMENTS LIMITED | 1.4M | $15.1M | 2.3% |
| 24 | TECKTECK RESOURCES LTD | 224,599 | $13.4M | 2% |
| 25 | EVEXEVE HLDG INC | 3.3M | $8.2M | 1.2% |
| 26 | COPA HOLDINGS SA | 24,481 | $3.8M | 0.6% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.