Fourth Sail Capital LP 13F Holdings

CIK 0001803158 · GRAND CAYMAN, E9

As of Sep 30, 2025, Fourth Sail Capital LP reported 28 positions worth $413.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SYLVAMO CORPSLVMBasic Materials550,932$24.4M5.89%
SMITHFIELD FOODS INCSFDConsumer Defensive981,581$23.0M5.57%
EZCORP INCEZPWFinancial Services1,177,997$22.4M5.42%
BANCO BBVA ARGENTINA S A——2,669,262$22.2M5.37%
GRID DYNAMICS HOLDINGS INCGDYNTechnology2,811,405$21.7M5.24%
LIBERTY LATIN AMERICA LTDLILAKCommunication Services2,362,507 9.9M4.82%
VIZSLA SILVER CORPVZLABasic Materials4,331,900 8.7M4.52%
UR-ENERGY INCURGBasic Materials9,965,357 7.8M4.31%
LOMA NEGRA CORP FSPONSORED ADR 1 ADR REPS 5 ORD SHS——2,371,924 7.5M4.22%
HORMEL FOODS CORPHRLConsumer Defensive705,000 7.4M4.21%
GEOPARK LTDGPRKEnergy2,708,539 7.3M4.17%
BBB FOODS INCTBBBConsumer Defensive625,532 6.9M4.08%
DLOCAL LTDDLOTechnology1,178,000 6.8M4.06%
CENTRAL PUERTO S ACEPU—2,069,477 6.6M4.01%
WESTERN UNION COWUFinancial Services1,948,600 5.6M3.76%
VISTA ENERGY SAB DE CVVISTEnergy396,200 3.6M3.29%
ACCENTURE PLCACNTechnology55,200 3.6M3.29%
STONECO LTDSTNETechnology686,400 3.0M3.14%
TRANSPORTADORA DE GAS SURTGSEnergy614,891 2.9M3.12%
PERPETUA RESOURCES CORPPPTABasic Materials630,608 2.8M3.08%
TELECOM ARGENTINA SATEOCommunication Services1,632,222 1.9M2.87%
INTERCORP FINANCIAL SERVICES INCIFSFinancial Services230,003$9.3M2.24%
MAC COPPER LTDMTALBasic Materials646,565$7.9M1.91%
BIOCERES CROP SOLUTIONS CORPBIOXBasic Materials4,627,669$6.5M1.58%
PAN AMERICAN SILVER CORPPAASBasic Materials17,901,528$6.3M1.51%