Fourth Sail Capital

Fourth Sail Capital as of Sept. 30, 2025

Portfolio Holdings for Fourth Sail Capital

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sylvamo Corp Common Stock (SLVM) 5.9 $24M 551k 44.22
Smithfield Foods Inc Common Stock Usd.5 (SFD) 5.6 $23M 982k 23.48
Ezcorp Cl A Non Vtg (EZPW) 5.4 $22M 1.2M 19.04
Banco Bbva Argentina S A Sponsored Ads (BBAR) 5.4 $22M 2.7M 8.32
Grid Dynamics Hldgs Cl A (GDYN) 5.2 $22M 2.8M 7.71
Liberty Latin America Com Cl C (LILAK) 4.8 $20M 2.4M 8.44
Vizsla Silver Corp Com New (VZLA) 4.5 $19M 4.3M 4.32
Ur-energy (URG) 4.3 $18M 10M 1.79
Loma Negra C I A S A Mtn 14 Sponsored Ads (LOMA) 4.2 $18M 2.4M 7.37
Hormel Foods Corporation (HRL) 4.2 $17M 705k 24.74
Geopark Usd Shs (GPRK) 4.2 $17M 2.7M 6.37
Bbb Foods Cl A Com (TBBB) 4.1 $17M 626k 26.96
Dlocal Class A Com (DLO) 4.1 $17M 1.2M 14.28
Central Puerto S A Sponsored Adr (CEPU) 4.0 $17M 2.1M 8.01
Western Union Company (WU) 3.8 $16M 1.9M 7.99
Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) 3.3 $14M 396k 34.40
Accenture Plc Ireland Shs Class A (ACN) 3.3 $14M 55k 246.60
Stoneco Com Cl A (STNE) 3.1 $13M 686k 18.91
Transportadora De Gas Sur Sponsored Ads B (TGS) 3.1 $13M 615k 21.03
Perpetua Resources (PPTA) 3.1 $13M 631k 20.23
Telecom Argentina Sa Spon Adr Rep B (TEO) 2.9 $12M 1.6M 7.27
Intercorp Finl Svcs SHS (IFS) 2.2 $9.3M 230k 40.34
Mac Copper Ord Shs (MTAL) 1.9 $7.9M 647k 12.21
Bioceres Crop Solutions Corp SHS (BIOX) 1.6 $6.5M 4.6M 1.41
Pan American Silver Corp Can (PAAS) 1.5 $6.3M 18M 0.35
Credicorp (BAP) 1.5 $6.3M 24k 266.28
Liberty Latin America Com Cl A (LILA) 1.5 $6.2M 749k 8.29
Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) 1.3 $5.4M 755k 7.18