Fourth Sail Capital

Fourth Sail Capital as of Dec. 31, 2025

Portfolio Holdings for Fourth Sail Capital

Fourth Sail Capital holds 30 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Banco Bbva Argentina S A Sponsored Ads (BBAR) 8.3 $51M 2.8M 18.07
Accenture Plc Ireland Shs Class A (ACN) 6.1 $38M 143k 268.30
Credicorp (BAP) 5.6 $35M 121k 287.00
Grid Dynamics Hldgs Cl A (GDYN) 5.5 $35M 3.8M 9.03
Hormel Foods Corporation (HRL) 5.5 $34M 1.4M 23.70
Vizsla Silver Corp Com New (VZLA) 5.4 $34M 6.2M 5.47
Ncr Atleos Corporation Com Shs (NATL) 5.4 $34M 882k 38.11
Loma Negra C I A S A Mtn 14 Sponsored Ads (LOMA) 5.0 $31M 2.4M 12.95
Dlocal Class A Com (DLO) 4.1 $26M 1.8M 14.14
Smithfield Foods Inc Common Stock Usd.5 (SFD) 4.1 $26M 1.1M 22.33
Grupo Aeromexico Sab De Cv Sponsored Ads (AERO) 3.9 $24M 1.1M 21.96
Western Union Company (WU) 3.9 $24M 2.6M 9.31
Liberty Latin America Com Cl C (LILAK) 3.5 $22M 2.9M 7.46
Central Puerto S A Sponsored Adr (CEPU) 3.3 $21M 1.2M 17.50
Geopark Usd Shs (GPRK) 2.8 $18M 2.4M 7.41
Stoneco Com Cl A (STNE) 2.8 $18M 1.2M 14.79
Tecnoglass Ord Shs (TGLS) 2.8 $18M 347k 50.32
Firstcash Holdings (FCFS) 2.8 $17M 109k 159.38
Sylvamo Corp Common Stock (SLVM) 2.7 $17M 351k 48.15
Ezcorp Cl A Non Vtg (EZPW) 2.7 $17M 869k 19.42
Grupo Financiero Galicia Sponsored Adr (GGAL) 2.7 $17M 309k 53.94
Copa Holdings Sa Cl A (CPA) 2.5 $16M 130k 120.61
Calavo Growers (CVGW) 2.4 $15M 699k 21.75
Teck Resources CL B (TECK) 1.1 $7.1M 149k 47.89
Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) 1.1 $6.7M 758k 8.88
Liberty Latin America Com Cl A (LILA) 1.1 $6.7M 910k 7.39
Transportadora De Gas Sur Sponsored Ads B (TGS) 1.0 $6.0M 192k 31.09
Bioceres Crop Solutions Corp SHS (BIOX) 0.9 $5.7M 4.3M 1.31
Telecom Argentina Sa Spon Adr Rep B (TEO) 0.8 $5.3M 453k 11.61
Mission Produce (AVO) 0.1 $725k 63k 11.60