§ 13F · FUND PROFILE
Fourth Sail Capital LP.
AUM · $660M (13F)Positions · 26Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$236M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BCO | BRINKS CO | 986K | $93M | 14.1% | +137% |
| 2 | DLO | DLOCAL LTD | 3.94M | $51M | 7.8% | +74% |
| 3 | AVO | MISSION PRODUCE INC | 3.98M | $47M | 7.1% | +258% |
| 4 | BAP | CREDICORP LTD | 119K | $47M | 7.1% | NEW |
| 5 | TX | TERNIUM SA | 679K | $29M | 4.4% | NEW |
| 6 | HRL | HORMEL FOODS CORP | 1.13M | $28M | 4.2% | +11% |
| 7 | MEOH | METHANEX CORP | 596K | $27M | 4.2% | +84% |
| 8 | VIST | VISTA ENERGY S.A.B. DE C.V. | 415K | $26M | 4.0% | +73% |
| 9 | SFD | SMITHFIELD FOODS INC | 1.07M | $26M | 3.9% | −4% |
| 10 | CEPU | CENTRAL PUERTO S A | 1.70M | $25M | 3.8% | +48% |
§ 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 $660 million in assets. The fund runs a focused portfolio of just 26 positions.
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