Fourth Sail Capital LP: 13F holdings
CIK 18031582026Q2
| Positions | 26 |
|---|
| Reported value | $659.9m |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 26 (+1 vs prior quarter) |
|---|
| Reported value | $659.9m (+8.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BCO BRINKS CO | 986,050 | $93.2m | 14.1% |
| DLOCAL LTD | 3,943,171 | $51.2m | 7.8% |
| AVO MISSION PRODUCE INC | 3,976,272 | $46.9m | 7.1% |
| CREDICORP LTD | 119,464 | $46.5m | 7.1% |
| TX TERNIUM SA | 679,328 | $29.0m | 4.4% |
| HRL HORMEL FOODS CORP | 1,125,162 | $27.9m | 4.2% |
| MEOH METHANEX CORP | 595,817 | $27.5m | 4.2% |
| VIST VISTA ENERGY S.A.B. DE C.V. | 415,100 | $26.5m | 4.0% |
| SFD SMITHFIELD FOODS INC | 1,067,579 | $25.9m | 3.9% |
| CEPU CENTRAL PUERTO S A | 1,704,152 | $25.3m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1803158")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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