Filed: 8/5/2026ACC: 0001803158-26-000015
📋 What this filing means
FOURTH SAIL CAPITAL LP filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $659.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$659.89M
Total AUM (reported)
37.36M
Total Shares
Allocation by class
COM$341.59M51.8%
SPONSORED ADS$77.51M11.7%
CLASS A COM$51.24M7.8%
SPONSORED ADR$41.30M6.3%
COM CL A$30.97M4.7%
CL A$28.21M4.3%
COM NEW$25.01M3.8%
Portfolio Concentration
Top 3$191.29M29.0%
4–10$208.68M31.6%
11–25$256.10M38.8%
Rest$3.81M0.6%
Top 3 weight
29.0%
Top 10 weight
60.6%
Voting Authority Distribution
Total shares with voting rights: 37.36M
Sole
Full voting authority
37.36M
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)
Sole26
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:
BRINKS CO
SOLEShares986.05K
TypeSH
Market value$93.17M
14.12%
Sole
986.05K
Shared
0.00
None
0.00
DLOCAL LTD
SOLEShares3.94M
TypeSH
Market value$51.24M
7.77%
Sole
3.94M
Shared
0.00
None
0.00
MISSION PRODUCE INC
SOLEShares3.98M
TypeSH
Market value$46.88M
7.10%
Sole
3.98M
Shared
0.00
None
0.00
CREDICORP LTD
SOLEShares119.46K
TypeSH
Market value$46.54M
7.05%
Sole
119.46K
Shared
0.00
None
0.00
TERNIUM SA
SOLEShares679.33K
TypeSH
Market value$29.01M
4.40%
Sole
679.33K
Shared
0.00
None
0.00
HORMEL FOODS CORP
SOLEShares1.13M
TypeSH
Market value$27.93M
4.23%
Sole
1.13M
Shared
0.00
None
0.00
METHANEX CORP
SOLEShares595.82K
TypeSH
Market value$27.50M
4.17%
Sole
595.82K
Shared
0.00
None
0.00
VISTA ENERGY S.A.B. DE C.V.
SOLEShares415.10K
TypeSH
Market value$26.48M
4.01%
Sole
415.10K
Shared
0.00
None
0.00
SMITHFIELD FOODS INC
SOLEShares1.07M
TypeSH
Market value$25.90M
3.92%
Sole
1.07M
Shared
0.00
None
0.00
CENTRAL PUERTO S A
SOLEShares1.70M
TypeSH
Market value$25.32M
3.84%
Sole
1.70M
Shared
0.00
None
0.00
VIZSLA SILVER CORP
SOLEShares7.58M
TypeSH
Market value$25.01M
3.79%
Sole
7.58M
Shared
0.00
None
0.00
XP INC
SOLEShares1.50M
TypeSH
Market value$24.40M
3.70%
Sole
1.50M
Shared
0.00
None
0.00
LOMA NEGRA C I A S A MTN 14
SOLEShares1.92M
TypeSH
Market value$22.02M
3.34%
Sole
1.92M
Shared
0.00
None
0.00
SYLVAMO CORP
SOLEShares466.90K
TypeSH
Market value$17.65M
2.67%
Sole
466.90K
Shared
0.00
None
0.00
GEOPARK LTD
SOLEShares1.93M
TypeSH
Market value$17.53M
2.66%
Sole
1.93M
Shared
0.00
None
0.00
CRANE NXT CO
SOLEShares342.60K
TypeSH
Market value$17.53M
2.66%
Sole
342.60K
Shared
0.00
None
0.00
WESTERN UN CO
SOLEShares2.12M
TypeSH
Market value$16.33M
2.47%
Sole
2.12M
Shared
0.00
None
0.00
VULCAN MATLS CO
SOLEShares54.30K
TypeSH
Market value$16.02M
2.43%
Sole
54.30K
Shared
0.00
None
0.00
GRUPO FINANCIERO GALICIA S.A
SOLEShares319.25K
TypeSH
Market value$15.97M
2.42%
Sole
319.25K
Shared
0.00
None
0.00
STONECO LTD
SOLEShares1.47M
TypeSH
Market value$15.89M
2.41%
Sole
1.47M
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares27K
TypeSH
Market value$15.57M
2.36%
Sole
27K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares124.70K
TypeSH
Market value$15.52M
2.35%
Sole
124.70K
Shared
0.00
None
0.00
PATRIA INVESTMENTS LIMITED
SOLEShares1.37M
TypeSH
Market value$15.09M
2.29%
Sole
1.37M
Shared
0.00
None
0.00
TECK RESOURCES LTD
SOLEShares224.60K
TypeSH
Market value$13.35M
2.02%
Sole
224.60K
Shared
0.00
None
0.00
EVE HLDG INC
SOLEShares3.28M
TypeSH
Market value$8.22M
1.25%
Sole
3.28M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BRINKS COSOLE | COM | 986.05K | SH | $93.17M 14.12% | 986.05K | 0.00 | 0.00 |
DLOCAL LTDSOLE | CLASS A COM | 3.94M | SH | $51.24M 7.77% | 3.94M | 0.00 | 0.00 |
MISSION PRODUCE INCSOLE | COM | 3.98M | SH | $46.88M 7.10% | 3.98M | 0.00 | 0.00 |
CREDICORP LTDSOLE | COM | 119.46K | SH | $46.54M 7.05% | 119.46K | 0.00 | 0.00 |
TERNIUM SASOLE | SPONSORED ADS | 679.33K | SH | $29.01M 4.40% | 679.33K | 0.00 | 0.00 |
HORMEL FOODS CORPSOLE | COM | 1.13M | SH | $27.93M 4.23% | 1.13M | 0.00 | 0.00 |
METHANEX CORPSOLE | COM | 595.82K | SH | $27.50M 4.17% | 595.82K | 0.00 | 0.00 |
VISTA ENERGY S.A.B. DE C.V.SOLE | SPONSORED ADS | 415.10K | SH | $26.48M 4.01% | 415.10K | 0.00 | 0.00 |
SMITHFIELD FOODS INCSOLE | COM | 1.07M | SH | $25.90M 3.92% | 1.07M | 0.00 | 0.00 |
CENTRAL PUERTO S ASOLE | SPONSORED ADR | 1.70M | SH | $25.32M 3.84% | 1.70M | 0.00 | 0.00 |
VIZSLA SILVER CORPSOLE | COM NEW | 7.58M | SH | $25.01M 3.79% | 7.58M | 0.00 | 0.00 |
XP INCSOLE | CL A | 1.50M | SH | $24.40M 3.70% | 1.50M | 0.00 | 0.00 |
LOMA NEGRA C I A S A MTN 14SOLE | SPONSORED ADS | 1.92M | SH | $22.02M 3.34% | 1.92M | 0.00 | 0.00 |
SYLVAMO CORPSOLE | COMMON STOCK | 466.90K | SH | $17.65M 2.67% | 466.90K | 0.00 | 0.00 |
GEOPARK LTDSOLE | USD SHS | 1.93M | SH | $17.53M 2.66% | 1.93M | 0.00 | 0.00 |
CRANE NXT COSOLE | COM | 342.60K | SH | $17.53M 2.66% | 342.60K | 0.00 | 0.00 |
WESTERN UN COSOLE | COM | 2.12M | SH | $16.33M 2.47% | 2.12M | 0.00 | 0.00 |
VULCAN MATLS COSOLE | COM | 54.30K | SH | $16.02M 2.43% | 54.30K | 0.00 | 0.00 |
GRUPO FINANCIERO GALICIA S.ASOLE | SPONSORED ADR | 319.25K | SH | $15.97M 2.42% | 319.25K | 0.00 | 0.00 |
STONECO LTDSOLE | COM CL A | 1.47M | SH | $15.89M 2.41% | 1.47M | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 27K | SH | $15.57M 2.36% | 27K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 124.70K | SH | $15.52M 2.35% | 124.70K | 0.00 | 0.00 |
PATRIA INVESTMENTS LIMITEDSOLE | COM CL A | 1.37M | SH | $15.09M 2.29% | 1.37M | 0.00 | 0.00 |
TECK RESOURCES LTDSOLE | CL B | 224.60K | SH | $13.35M 2.02% | 224.60K | 0.00 | 0.00 |
EVE HLDG INCSOLE | COM | 3.28M | SH | $8.22M 1.25% | 3.28M | 0.00 | 0.00 |
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