Investor
Fourth Sail Capital LP
CIK 0001803158 · filed 2026-05-15 · SEC filing
13F book
$608.4M
Positions
25
8 new · 13 sold
Largest name
14.5%
NCR Atleos Corp · NATL
Est. mark
−$2.89M
Price effect on 17 names still held. Flow −$12.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| NCR Atleos Corp | NATL | 2.03M | $88.4M | 14.5% | $4.82M | Added$54.8M |
| Mercadolibre Inc | MELI | 32.9K | $57M | 9.4% | — | New |
| Brinks Co | BCO | 415.4K | $43.1M | 7.1% | — | New |
| Smithfield Foods Inc | SFD | 1.12M | $31.2M | 5.1% | $6.3M | Cut$5.75M |
| Dlocal Ltd | DLO | 2.27M | $29.4M | 4.8% | −$2.13M | Added$3.61M |
| Telecom Argentina Sa | — | 2.5M | $29.2M | 4.8% | $36.3K | Added$24M |
| Loma Negra C I A S A Mtn 14 | — | 2.47M | $27.4M | 4.5% | −$4.47M | Added−$3.74M |
| Teck Resources Ltd | — | 499.3K | $25.8M | 4.2% | $573.2K | Added$18.7M |
| Vizsla Silver Corp. | VZLA | 7.58M | $25M | 4.1% | −$13.4M | Added−$8.72M |
| Liberty Latin America Ltd | — | 2.76M | $24.3M | 4.0% | $3.75M | Cut$2.7M |
| Hormel Foods Corp | — | 1.02M | $23.1M | 3.8% | −$1.07M | Cut−$11.1M |
| Geopark Ltd | GPRK | 2.23M | $21.1M | 3.5% | $4.65M | Cut$3.39M |
| Central Puerto S.A. | CEPU | 1.15M | $19.4M | 3.2% | −$771K | Cut−$1.48M |
| Methanex Corp | MEOH | 323.9K | $19.3M | 3.2% | — | New |
| Intercorp Finl Svcs Inc | — | 369.9K | $18.6M | 3.1% | — | New |
| Vista Energy S.A.B. De C.V. | — | 240K | $18.1M | 3.0% | — | New |
| Sylvamo Corp | SLVM | 427.5K | $18.1M | 3.0% | −$2.07M | Added$1.18M |
| Ypf Sociedad Anonima | YPF | 363.7K | $16.8M | 2.8% | — | New |
| Calavo Growers Inc | — | 631K | $16.3M | 2.7% | $2.55M | Cut$1.07M |
| Copa Holdings Sa | — | 136.8K | $15.5M | 2.6% | −$911.4K | Added−$163.4K |
| Mission Produce, Inc. | AVO | 1.11M | $15.3M | 2.5% | $135.1K | Added$14.5M |
| Embraer S.A. | EMBJ | 186.1K | $11M | 1.8% | — | New |
| Liberty Latin America Ltd | — | 909.7K | $7.86M | 1.3% | $1.14M | Held |
| Sensient Technologies Corp | SXT | 43.2K | $3.73M | 0.6% | — | New |
| Grid Dynamics Hldgs Inc | — | 610.3K | $3.48M | 0.6% | −$2.03M | Cut−$31.1M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.