Fourth Sail Capital as of June 30, 2026
Portfolio Holdings for Fourth Sail Capital
Fourth Sail Capital holds 26 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Brink's Company (BCO) | 14.1 | $93M | 986k | 94.49 | |
| Dlocal Class A Com (DLO) | 7.8 | $51M | 3.9M | 12.99 | |
| Mission Produce (AVO) | 7.1 | $47M | 4.0M | 11.79 | |
| Credicorp (BAP) | 7.1 | $47M | 120k | 389.58 | |
| Ternium Sa Sponsored Ads (TX) | 4.4 | $29M | 679k | 42.70 | |
| Hormel Foods Corporation (HRL) | 4.2 | $28M | 1.1M | 24.82 | |
| Methanex Corp (MEOH) | 4.2 | $28M | 596k | 46.15 | |
| Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) | 4.0 | $27M | 415k | 63.80 | |
| Smithfield Foods Inc Common Stock Usd.5 (SFD) | 3.9 | $26M | 1.1M | 24.26 | |
| Central Puerto S A Sponsored Adr (CEPU) | 3.8 | $25M | 1.7M | 14.86 | |
| Vizsla Silver Corp Com New (VZLA) | 3.8 | $25M | 7.6M | 3.30 | |
| XP Cl A (XP) | 3.7 | $24M | 1.5M | 16.26 | |
| Loma Negra C I A S A Mtn 14 Sponsored Ads (LOMA) | 3.3 | $22M | 1.9M | 11.45 | |
| Sylvamo Corp Common Stock (SLVM) | 2.7 | $18M | 467k | 37.80 | |
| Geopark Usd Shs (GPRK) | 2.7 | $18M | 1.9M | 9.10 | |
| Crane Holdings (CXT) | 2.7 | $18M | 343k | 51.16 | |
| Western Union Company (WU) | 2.5 | $16M | 2.1M | 7.70 | |
| Vulcan Materials Company (VMC) | 2.4 | $16M | 54k | 295.01 | |
| Grupo Financiero Galicia Sponsored Adr (GGAL) | 2.4 | $16M | 319k | 50.03 | |
| Stoneco Com Cl A (STNE) | 2.4 | $16M | 1.5M | 10.84 | |
| Martin Marietta Materials (MLM) | 2.4 | $16M | 27k | 576.70 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.4 | $16M | 125k | 124.44 | |
| Patria Investments Com Cl A (PAX) | 2.3 | $15M | 1.4M | 10.98 | |
| Teck Resources CL B (TECK) | 2.0 | $13M | 225k | 59.46 | |
| Eve Holding Ord (EVEX) | 1.2 | $8.2M | 3.3M | 2.51 | |
| Copa Holdings Sa Cl A (CPA) | 0.6 | $3.8M | 25k | 155.57 |
