FOURTH SAIL CAPITAL LP

PrivateCIK: 1803158
Location

CAMANA BAY GRAND CAYMAN, E9

26
Positions
$659.89M
Total AUM (reported)
37.36M
Total Shares

Allocation by class

TOTAL AUM$659.89M26 positions
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 329.0%4–1031.6%11–2538.8%Rest0.6%TOP 1060.6%0%100%
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

SOLE
COM
Shares986.05K
TypeSH
Market value$93.17M
14.12%
Sole
986.05K
Shared
0.00
None
0.00

DLOCAL LTD

SOLE
CLASS A COM
Shares3.94M
TypeSH
Market value$51.24M
7.77%
Sole
3.94M
Shared
0.00
None
0.00

MISSION PRODUCE INC

SOLE
COM
Shares3.98M
TypeSH
Market value$46.88M
7.10%
Sole
3.98M
Shared
0.00
None
0.00

CREDICORP LTD

SOLE
COM
Shares119.46K
TypeSH
Market value$46.54M
7.05%
Sole
119.46K
Shared
0.00
None
0.00

TERNIUM SA

SOLE
SPONSORED ADS
Shares679.33K
TypeSH
Market value$29.01M
4.40%
Sole
679.33K
Shared
0.00
None
0.00

HORMEL FOODS CORP

SOLE
COM
Shares1.13M
TypeSH
Market value$27.93M
4.23%
Sole
1.13M
Shared
0.00
None
0.00

METHANEX CORP

SOLE
COM
Shares595.82K
TypeSH
Market value$27.50M
4.17%
Sole
595.82K
Shared
0.00
None
0.00

VISTA ENERGY S.A.B. DE C.V.

SOLE
SPONSORED ADS
Shares415.10K
TypeSH
Market value$26.48M
4.01%
Sole
415.10K
Shared
0.00
None
0.00

SMITHFIELD FOODS INC

SOLE
COM
Shares1.07M
TypeSH
Market value$25.90M
3.92%
Sole
1.07M
Shared
0.00
None
0.00

CENTRAL PUERTO S A

SOLE
SPONSORED ADR
Shares1.70M
TypeSH
Market value$25.32M
3.84%
Sole
1.70M
Shared
0.00
None
0.00

VIZSLA SILVER CORP

SOLE
COM NEW
Shares7.58M
TypeSH
Market value$25.01M
3.79%
Sole
7.58M
Shared
0.00
None
0.00

XP INC

SOLE
CL A
Shares1.50M
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

SOLE
SPONSORED ADS
Shares1.92M
TypeSH
Market value$22.02M
3.34%
Sole
1.92M
Shared
0.00
None
0.00

SYLVAMO CORP

SOLE
COMMON STOCK
Shares466.90K
TypeSH
Market value$17.65M
2.67%
Sole
466.90K
Shared
0.00
None
0.00

GEOPARK LTD

SOLE
USD SHS
Shares1.93M
TypeSH
Market value$17.53M
2.66%
Sole
1.93M
Shared
0.00
None
0.00

CRANE NXT CO

SOLE
COM
Shares342.60K
TypeSH
Market value$17.53M
2.66%
Sole
342.60K
Shared
0.00
None
0.00

WESTERN UN CO

SOLE
COM
Shares2.12M
TypeSH
Market value$16.33M
2.47%
Sole
2.12M
Shared
0.00
None
0.00

VULCAN MATLS CO

SOLE
COM
Shares54.30K
TypeSH
Market value$16.02M
2.43%
Sole
54.30K
Shared
0.00
None
0.00

GRUPO FINANCIERO GALICIA S.A

SOLE
SPONSORED ADR
Shares319.25K
TypeSH
Market value$15.97M
2.42%
Sole
319.25K
Shared
0.00
None
0.00

STONECO LTD

SOLE
COM CL A
Shares1.47M
TypeSH
Market value$15.89M
2.41%
Sole
1.47M
Shared
0.00
None
0.00

MARTIN MARIETTA MATLS INC

SOLE
COM
Shares27K
TypeSH
Market value$15.57M
2.36%
Sole
27K
Shared
0.00
None
0.00

ACCENTURE PLC IRELAND

SOLE
SHS CLASS A
Shares124.70K
TypeSH
Market value$15.52M
2.35%
Sole
124.70K
Shared
0.00
None
0.00

PATRIA INVESTMENTS LIMITED

SOLE
COM CL A
Shares1.37M
TypeSH
Market value$15.09M
2.29%
Sole
1.37M
Shared
0.00
None
0.00

TECK RESOURCES LTD

SOLE
CL B
Shares224.60K
TypeSH
Market value$13.35M
2.02%
Sole
224.60K
Shared
0.00
None
0.00

EVE HLDG INC

SOLE
COM
Shares3.28M
TypeSH
Market value$8.22M
1.25%
Sole
3.28M
Shared
0.00
None
0.00
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