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Fourth Sail Capital LP
Period ended Jun 30, 2026 · Latest filing Aug 5, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $659,885,158
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- BRINKS CO · COM · 109696104 · shares: $93,171,865
- DLOCAL LTD · CLASS A COM · G29018101 · shares: $51,241,507
- MISSION PRODUCE INC · COM · 60510V108 · shares: $46,880,247
- CREDICORP LTD · COM · G2519Y108 · shares: $46,540,785
- TERNIUM SA · SPONSORED ADS · 880890108 · shares: $29,007,306
- HORMEL FOODS CORP · COM · 440452100 · shares: $27,926,521
- METHANEX CORP · COM · 59151K108 · shares: $27,496,955
- VISTA ENERGY S.A.B. DE C.V. · SPONSORED ADS · 92837L109 · shares: $26,483,380
- SMITHFIELD FOODS INC · COM · 832248207 · shares: $25,899,467
- CENTRAL PUERTO S A · SPONSORED ADR · 155038201 · shares: $25,323,699
Reported holdings
26 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| BRINKS CO | COM | 109696104 | — | 986,050 shares | $93,171,865 |
| DLOCAL LTD | CLASS A COM | G29018101 | — | 3,943,171 shares | $51,241,507 |
| MISSION PRODUCE INC | COM | 60510V108 | — | 3,976,272 shares | $46,880,247 |
| CREDICORP LTD | COM | G2519Y108 | — | 119,464 shares | $46,540,785 |
| TERNIUM SA | SPONSORED ADS | 880890108 | — | 679,328 shares | $29,007,306 |
| HORMEL FOODS CORP | COM | 440452100 | — | 1,125,162 shares | $27,926,521 |
| METHANEX CORP | COM | 59151K108 | — | 595,817 shares | $27,496,955 |
| VISTA ENERGY S.A.B. DE C.V. | SPONSORED ADS | 92837L109 | — | 415,100 shares | $26,483,380 |
| SMITHFIELD FOODS INC | COM | 832248207 | — | 1,067,579 shares | $25,899,467 |
| CENTRAL PUERTO S A | SPONSORED ADR | 155038201 | — | 1,704,152 shares | $25,323,699 |
| VIZSLA SILVER CORP | COM NEW | 92859G608 | — | 7,579,112 shares | $25,011,070 |
| XP INC | CL A | G98239109 | — | 1,500,660 shares | $24,400,732 |
| LOMA NEGRA C I A S A MTN 14 | SPONSORED ADS | 54150E104 | — | 1,923,486 shares | $22,023,915 |
| SYLVAMO CORP | COMMON STOCK | 871332102 | — | 466,904 shares | $17,648,971 |
| GEOPARK LTD | USD SHS | G38327105 | — | 1,926,723 shares | $17,533,179 |
| CRANE NXT CO | COM | 224441105 | — | 342,600 shares | $17,527,416 |
| WESTERN UN CO | COM | 959802109 | — | 2,120,585 shares | $16,328,505 |
| VULCAN MATLS CO | COM | 929160109 | — | 54,300 shares | $16,019,043 |
| GRUPO FINANCIERO GALICIA S.A | SPONSORED ADR | 399909100 | — | 319,247 shares | $15,971,927 |
| STONECO LTD | COM CL A | G85158106 | — | 1,465,500 shares | $15,886,020 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | — | 27,000 shares | $15,570,900 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 124,700 shares | $15,517,668 |
| PATRIA INVESTMENTS LIMITED | COM CL A | G69451105 | — | 1,373,995 shares | $15,086,465 |
| TECK RESOURCES LTD | CL B | 878742204 | — | 224,599 shares | $13,354,657 |
| EVE HLDG INC | COM | 29970N104 | — | 3,276,673 shares | $8,224,449 |
| COPA HOLDINGS SA | CL A | P31076105 | — | 24,481 shares | $3,808,509 |