Fourth Sail Capital

Fourth Sail Capital as of March 31, 2026

Portfolio Holdings for Fourth Sail Capital

Fourth Sail Capital holds 25 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ncr Atleos Corporation Com Shs (NATL) 14.5 $88M 2.0M 43.58
MercadoLibre (MELI) 9.4 $57M 33k 1729.02
Brink's Company (BCO) 7.1 $43M 415k 103.63
Smithfield Foods Inc Common Stock Usd.5 (SFD) 5.1 $31M 1.1M 27.97
Dlocal Class A Com (DLO) 4.8 $29M 2.3M 12.97
Telecom Argentina Sa Spon Adr Rep B (TEO) 4.8 $29M 2.5M 11.69
Loma Negra C I A S A Mtn 14 Sponsored Ads (LOMA) 4.5 $27M 2.5M 11.09
Teck Resources CL B (TECK) 4.2 $26M 499k 51.75
Vizsla Silver Corp Com New (VZLA) 4.1 $25M 7.6M 3.30
Liberty Latin America Com Cl C (LILAK) 4.0 $24M 2.8M 8.82
Hormel Foods Corporation (HRL) 3.8 $23M 1.0M 22.65
Geopark Usd Shs (GPRK) 3.5 $21M 2.2M 9.50
Central Puerto S A Sponsored Adr (CEPU) 3.2 $19M 1.2M 16.83
Methanex Corp (MEOH) 3.2 $19M 324k 59.54
Intercorp Finl Svcs SHS (IFS) 3.1 $19M 370k 50.20
Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) 3.0 $18M 240k 75.47
Sylvamo Corp Common Stock (SLVM) 3.0 $18M 428k 42.24
Ypf Sociedad Anonima Spon Adr Cl D (YPF) 2.8 $17M 364k 46.22
Calavo Growers 2.7 $16M 631k 25.79
Copa Holdings Sa Cl A (CPA) 2.6 $16M 137k 113.61
Mission Produce (AVO) 2.5 $15M 1.1M 13.76
Embraer Sponsored Ads (EMBJ) 1.8 $11M 186k 59.34
Liberty Latin America Com Cl A (LILA) 1.3 $7.9M 910k 8.64
Sensient Technologies Corporation (SXT) 0.6 $3.7M 43k 86.44
Grid Dynamics Hldgs Cl A (GDYN) 0.6 $3.5M 610k 5.70