Filed: 5/15/2026ACC: 0001803158-26-000013
📋 What this filing means
FOURTH SAIL CAPITAL LP filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $608.40M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$608.40M
Total AUM (reported)
31.41M
Total Shares
Allocation by class
COM$208.83M34.3%
COM SHS$88.41M14.5%
SPONSORED ADS$56.55M9.3%
CLASS A COM$29.40M4.8%
SPON ADR REP B$29.23M4.8%
CL B$25.84M4.2%
COM NEW$25.01M4.1%
Portfolio Concentration
Top 3$188.41M31.0%
4–10$192.39M31.6%
11–25$227.60M37.4%
Top 3 weight
31.0%
Top 10 weight
62.6%
Voting Authority Distribution
Total shares with voting rights: 31.41M
Sole
Full voting authority
31.41M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole25
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings25
Rows:
NCR ATLEOS CORPORATION
SOLEShares2.03M
TypeSH
Market value$88.41M
14.53%
Sole
2.03M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares32.94K
TypeSH
Market value$56.95M
9.36%
Sole
32.94K
Shared
0.00
None
0.00
BRINKS CO
SOLEShares415.43K
TypeSH
Market value$43.05M
7.08%
Sole
415.43K
Shared
0.00
None
0.00
SMITHFIELD FOODS INC
SOLEShares1.12M
TypeSH
Market value$31.22M
5.13%
Sole
1.12M
Shared
0.00
None
0.00
DLOCAL LTD
SOLEShares2.27M
TypeSH
Market value$29.40M
4.83%
Sole
2.27M
Shared
0.00
None
0.00
TELECOM ARGENTINA SA
SOLEShares2.50M
TypeSH
Market value$29.23M
4.80%
Sole
2.50M
Shared
0.00
None
0.00
LOMA NEGRA C I A S A MTN 14
SOLEShares2.47M
TypeSH
Market value$27.39M
4.50%
Sole
2.47M
Shared
0.00
None
0.00
TECK RESOURCES LTD
SOLEShares499.27K
TypeSH
Market value$25.84M
4.25%
Sole
499.27K
Shared
0.00
None
0.00
VIZSLA SILVER CORP
SOLEShares7.58M
TypeSH
Market value$25.01M
4.11%
Sole
7.58M
Shared
0.00
None
0.00
LIBERTY LATIN AMERICA LTD
SOLEShares2.76M
TypeSH
Market value$24.31M
4.00%
Sole
2.76M
Shared
0.00
None
0.00
HORMEL FOODS CORP
SOLEShares1.02M
TypeSH
Market value$23.05M
3.79%
Sole
1.02M
Shared
0.00
None
0.00
GEOPARK LTD
SOLEShares2.23M
TypeSH
Market value$21.15M
3.48%
Sole
2.23M
Shared
0.00
None
0.00
CENTRAL PUERTO S A
SOLEShares1.15M
TypeSH
Market value$19.37M
3.18%
Sole
1.15M
Shared
0.00
None
0.00
METHANEX CORP
SOLEShares323.90K
TypeSH
Market value$19.29M
3.17%
Sole
323.90K
Shared
0.00
None
0.00
INTERCORP FINL SVCS INC
SOLEShares369.90K
TypeSH
Market value$18.57M
3.05%
Sole
369.90K
Shared
0.00
None
0.00
VISTA ENERGY S.A.B. DE C.V.
SOLEShares240K
TypeSH
Market value$18.11M
2.98%
Sole
240K
Shared
0.00
None
0.00
SYLVAMO CORP
SOLEShares427.51K
TypeSH
Market value$18.06M
2.97%
Sole
427.51K
Shared
0.00
None
0.00
YPF SOCIEDAD ANONIMA
SOLEShares363.69K
TypeSH
Market value$16.81M
2.76%
Sole
363.69K
Shared
0.00
None
0.00
CALAVO GROWERS INC
SOLEShares631.04K
TypeSH
Market value$16.27M
2.67%
Sole
631.04K
Shared
0.00
None
0.00
COPA HOLDINGS SA
SOLEShares136.78K
TypeSH
Market value$15.54M
2.55%
Sole
136.78K
Shared
0.00
None
0.00
MISSION PRODUCE INC
SOLEShares1.11M
TypeSH
Market value$15.26M
2.51%
Sole
1.11M
Shared
0.00
None
0.00
EMBRAER S.A.
SOLEShares186.13K
TypeSH
Market value$11.04M
1.82%
Sole
186.13K
Shared
0.00
None
0.00
LIBERTY LATIN AMERICA LTD
SOLEShares909.74K
TypeSH
Market value$7.86M
1.29%
Sole
909.74K
Shared
0.00
None
0.00
SENSIENT TECHNOLOGIES CORP
SOLEShares43.17K
TypeSH
Market value$3.73M
0.61%
Sole
43.17K
Shared
0.00
None
0.00
GRID DYNAMICS HLDGS INC
SOLEShares610.32K
TypeSH
Market value$3.48M
0.57%
Sole
610.32K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NCR ATLEOS CORPORATIONSOLE | COM SHS | 2.03M | SH | $88.41M 14.53% | 2.03M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 32.94K | SH | $56.95M 9.36% | 32.94K | 0.00 | 0.00 |
BRINKS COSOLE | COM | 415.43K | SH | $43.05M 7.08% | 415.43K | 0.00 | 0.00 |
SMITHFIELD FOODS INCSOLE | COM | 1.12M | SH | $31.22M 5.13% | 1.12M | 0.00 | 0.00 |
DLOCAL LTDSOLE | CLASS A COM | 2.27M | SH | $29.40M 4.83% | 2.27M | 0.00 | 0.00 |
TELECOM ARGENTINA SASOLE | SPON ADR REP B | 2.50M | SH | $29.23M 4.80% | 2.50M | 0.00 | 0.00 |
LOMA NEGRA C I A S A MTN 14SOLE | SPONSORED ADS | 2.47M | SH | $27.39M 4.50% | 2.47M | 0.00 | 0.00 |
TECK RESOURCES LTDSOLE | CL B | 499.27K | SH | $25.84M 4.25% | 499.27K | 0.00 | 0.00 |
VIZSLA SILVER CORPSOLE | COM NEW | 7.58M | SH | $25.01M 4.11% | 7.58M | 0.00 | 0.00 |
LIBERTY LATIN AMERICA LTDSOLE | COM CL C | 2.76M | SH | $24.31M 4.00% | 2.76M | 0.00 | 0.00 |
HORMEL FOODS CORPSOLE | COM | 1.02M | SH | $23.05M 3.79% | 1.02M | 0.00 | 0.00 |
GEOPARK LTDSOLE | USD SHS | 2.23M | SH | $21.15M 3.48% | 2.23M | 0.00 | 0.00 |
CENTRAL PUERTO S ASOLE | SPONSORED ADR | 1.15M | SH | $19.37M 3.18% | 1.15M | 0.00 | 0.00 |
METHANEX CORPSOLE | COM | 323.90K | SH | $19.29M 3.17% | 323.90K | 0.00 | 0.00 |
INTERCORP FINL SVCS INCSOLE | SHS | 369.90K | SH | $18.57M 3.05% | 369.90K | 0.00 | 0.00 |
VISTA ENERGY S.A.B. DE C.V.SOLE | SPONSORED ADS | 240K | SH | $18.11M 2.98% | 240K | 0.00 | 0.00 |
SYLVAMO CORPSOLE | COMMON STOCK | 427.51K | SH | $18.06M 2.97% | 427.51K | 0.00 | 0.00 |
YPF SOCIEDAD ANONIMASOLE | SPON ADR CL D | 363.69K | SH | $16.81M 2.76% | 363.69K | 0.00 | 0.00 |
CALAVO GROWERS INCSOLE | COM | 631.04K | SH | $16.27M 2.67% | 631.04K | 0.00 | 0.00 |
COPA HOLDINGS SASOLE | CL A | 136.78K | SH | $15.54M 2.55% | 136.78K | 0.00 | 0.00 |
MISSION PRODUCE INCSOLE | COM | 1.11M | SH | $15.26M 2.51% | 1.11M | 0.00 | 0.00 |
EMBRAER S.A.SOLE | SPONSORED ADS | 186.13K | SH | $11.04M 1.82% | 186.13K | 0.00 | 0.00 |
LIBERTY LATIN AMERICA LTDSOLE | COM CL A | 909.74K | SH | $7.86M 1.29% | 909.74K | 0.00 | 0.00 |
SENSIENT TECHNOLOGIES CORPSOLE | COM | 43.17K | SH | $3.73M 0.61% | 43.17K | 0.00 | 0.00 |
GRID DYNAMICS HLDGS INCSOLE | CL A | 610.32K | SH | $3.48M 0.57% | 610.32K | 0.00 | 0.00 |