Fourth Sail Capital LP
Fourth Sail Capital LP reported 26 holdings worth US$660M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Fourth Sail Capital LP reported 26 holdings worth US$660M as of Jun 30, 2026. Largest: Brinks Company (the), Dlocal Limited and Mission Produce, Inc. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 26
- Value as reported
- US$660M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Brinks Company (the) | 986K | US$93.2M | 14.1% |
| Dlocal Limited | 3.94M | US$51.2M | 7.8% |
| Mission Produce, Inc. | 3.98M | US$46.9M | 7.1% |
| Credicorp Ltd. | 119K | US$46.5M | 7.1% |
| Hormel Foods Corporation | 1.13M | US$27.9M | 4.2% |
| Methanex Corporation | 596K | US$27.5M | 4.2% |
| Vista Energy Sab De Cv Class A | 415K | US$26.5M | 4.0% |
| Smithfield Foods, Inc. | 1.07M | US$25.9M | 3.9% |
| Vizsla Silver Corp. | 7.58M | US$25M | 3.8% |
| Xp Inc. | 1.5M | US$24.4M | 3.7% |
| Sylvamo Corporation | 467K | US$17.6M | 2.7% |
| Geopark Ltd | 1.93M | US$17.5M | 2.7% |
| Crane Nxt, Co. | 343K | US$17.5M | 2.7% |
| Western Union Company (the) | 2.12M | US$16.3M | 2.5% |
| Vulcan Materials Company (holding Company) | 54,300 | US$16M | 2.4% |
| Stoneco Ltd. | 1.47M | US$15.9M | 2.4% |
| Martin Marietta Materials, Inc. | 27,000 | US$15.6M | 2.4% |
| Patria Investments Limited | 1.37M | US$15.1M | 2.3% |
| Teck Resources Limited Class A | 225K | US$13.4M | 2.0% |
| Eve Holding, Inc. | 3.28M | US$8.22M | 1.2% |
| Copa Holdings, S.a. | 24,481 | US$3.81M | 0.58% |
| Grid Dynamics Holdings, Inc. | 0 | US$0 | 0.00% |
| Liberty Latin America Ltd. | 0 | US$0 | 0.00% |
| Mercadolibre, Inc. | 0 | US$0 | 0.00% |
| Ncr Atleos Corporation | 0 | US$0 | 0.00% |
| Sensient Technologies Corporation | 0 | US$0 | 0.00% |
| Calavo Growers, Inc. | 0 | US$0 | 0.00% |
| Embraer S.a. | 0 | US$0 | 0.00% |
Source
View original at SEC
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