Back to Fourth Sail Capital LP
Q2 2026 13F filing
Updated 37 days ago26 disclosed positions worth $659.9M
Portfolio value
$659.9M
Total holdings
26
New positions
12
Closed positions
11
Increased
8
Decreased
5
Turnover
88.5%
Filed
2026-08-05
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BCO BRINKS CO | $93.2M | 986.0K | 14.12% | Added(+137.4%) |
| 2 | D DLO DLOCAL LTD | $51.2M | 3.94M | 7.77% | Added(+73.9%) |
| 3 | ? N/A MISSION PRODUCE INC | $46.9M | 3.98M | 7.10% | Added(+258.5%) |
| 4 | B BAP CREDICORP LTD | $46.5M | 119.5K | 7.05% | — |
| 5 | T TX TERNIUM SA | $29M | 679.3K | 4.40% | — |
| 6 | H HRL HORMEL FOODS CORP | $27.9M | 1.13M | 4.23% | Added(+10.5%) |
| 7 | M MEOH METHANEX CORP | $27.5M | 595.8K | 4.17% | Added(+84.0%) |
| 8 | ? N/A VISTA ENERGY S.A.B. DE C.V. | $26.5M | 415.1K | 4.01% | Added(+73.0%) |
| 9 | S SFD SMITHFIELD FOODS INC | $25.9M | 1.07M | 3.92% | Trimmed(-4.3%) |
| 10 | C CEPU CENTRAL PUERTO S A | $25.3M | 1.70M | 3.84% | Added(+48.1%) |
| 11 | V VZLA VIZSLA SILVER CORP | $25M | 7.58M | 3.79% | Unchanged |
| 12 | P PRGO XP INC | $24.4M | 1.50M | 3.70% | — |
| 13 | L LOMA LOMA NEGRA C I A S A MTN 14 | $22M | 1.92M | 3.34% | Trimmed(-22.1%) |
| 14 | S SLVM SYLVAMO CORP | $17.6M | 466.9K | 2.67% | Added(+9.2%) |
| 15 | G GPRK GEOPARK LTD | $17.5M | 1.93M | 2.66% | Trimmed(-13.4%) |
| 16 | C CXT CRANE NXT CO | $17.5M | 342.6K | 2.66% | — |
| 17 | W WU WESTERN UN CO | $16.3M | 2.12M | 2.47% | — |
| 18 | V VMC VULCAN MATLS CO | $16M | 54.3K | 2.43% | — |
| 19 | G GGAL GRUPO FINANCIERO GALICIA S.A | $16M | 319.2K | 2.42% | — |
| 20 | S STNE STONECO LTD | $15.9M | 1.47M | 2.41% | — |
| 21 | M MLM MARTIN MARIETTA MATLS INC | $15.6M | 27.0K | 2.36% | — |
| 22 | A ACN ACCENTURE PLC IRELAND | $15.5M | 124.7K | 2.35% | — |
| 23 | P PAX PATRIA INVESTMENTS LIMITED | $15.1M | 1.37M | 2.29% | — |
| 24 | T TCKRF TECK RESOURCES LTD | $13.4M | 224.6K | 2.02% | Trimmed(-55.0%) |
| 25 | ? N/A EVE HLDG INC | $8.2M | 3.28M | 1.25% | — |
| 26 | C CPA COPA HOLDINGS SA | $3.8M | 24.5K | 0.58% | Trimmed(-82.1%) |