§ 13F · FUND PROFILE
Fourth Sail Capital LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $483M (13F)Positions · 26Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$188M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NATL | NCR ATLEOS CORPORATION | 2.03M | $88M | 14.5% | +130% |
| 2 | MELI | MERCADOLIBRE INC | 33K | $57M | 9.4% | NEW |
| 3 | BCO | BRINKS CO | 415K | $43M | 7.1% | NEW |
| 4 | SFD | SMITHFIELD FOODS INC | 1.12M | $31M | 5.1% | −2% |
| 5 | DLO | DLOCAL LTD | 2.27M | $29M | 4.8% | +24% |
| 6 | TEO | TELECOM ARGENTINA SA | 2.50M | $29M | 4.8% | +451% |
| 7 | LOMA | LOMA NEGRA C I A S A MTN 14 | 2.47M | $27M | 4.5% | +3% |
| 8 | TECK | TECK RESOURCES LTD | 499K | $26M | 4.2% | +236% |
| 9 | VZLA | VIZSLA SILVER CORP | 7.58M | $25M | 4.1% | +23% |
| 10 | LILAK | LIBERTY LATIN AMERICA LTD | 2.76M | $24M | 4.0% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FOURTH SIGNAL
AC read
Fourth Sail Capital LP is a Other fund managing $483 million in assets. The fund runs a focused portfolio of just 26 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed