Fourth Sail Capital

Fourth Sail Capital as of March 31, 2025

Portfolio Holdings for Fourth Sail Capital

Fourth Sail Capital holds 28 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Mac Copper Ord Shs (MTAL) 11.6 $50M 5.2M 9.54
Corporacion Amer Arpts S A (CAAP) 6.8 $29M 1.6M 18.30
Credicorp (BAP) 6.7 $29M 153k 186.16
Endava Ads (DAVA) 6.4 $27M 1.4M 19.51
Arcos Dorados Holdings Shs Class -a - (ARCO) 6.3 $27M 3.3M 8.06
Vale S A Sponsored Ads (VALE) 5.3 $23M 2.3M 9.98
Grupo Financiero Galicia Sponsored Adr (GGAL) 5.3 $23M 414k 54.47
Bioceres Crop Solutions Corp SHS (BIOX) 4.9 $21M 4.6M 4.57
Copa Holdings Sa Cl A (CPA) 4.4 $19M 205k 92.46
Grid Dynamics Hldgs Cl A (GDYN) 3.8 $16M 1.0M 15.65
Liberty Latin America Com Cl C (LILAK) 3.7 $16M 2.5M 6.21
Loma Negra C I A S A Mtn 14 Sponsored Ads (LOMA) 3.4 $15M 1.3M 10.99
Ezcorp Cl A Non Vtg (EZPW) 3.3 $14M 957k 14.72
Stoneco Com Cl A (STNE) 3.2 $14M 1.3M 10.48
XP Cl A (XP) 3.1 $13M 969k 13.75
Coeur Mng Com New (CDE) 2.9 $13M 2.1M 5.92
Popular Com New (BPOP) 2.6 $11M 120k 92.37
Dlocal Class A Com (DLO) 2.3 $9.6M 1.2M 8.34
Liberty Latin America Com Cl A (LILA) 2.1 $9.0M 1.4M 6.33
Epam Systems (EPAM) 2.1 $8.9M 53k 168.84
Intercorp Finl Svcs SHS (IFS) 2.0 $8.5M 258k 33.13
Ur-energy (URG) 1.9 $8.3M 12M 0.67
Irsa Inversiones Y Rep S A Spon Gds Ech 10 (IRS) 1.7 $7.3M 564k 12.90
Millicom Intl Cellular S A Com Stk (TIGO) 1.6 $6.9M 229k 30.27
Transportadora De Gas Sur Sponsored Ads B (TGS) 1.1 $4.9M 185k 26.46
Ypf Sociedad Anonima Spon Adr Cl D (YPF) 1.1 $4.7M 133k 35.04
Uranium Royalty Corp (UROY) 0.2 $1.0M 583k 1.76
Dakota Gold Corp (DC) 0.1 $450k 170k 2.65