Institutional Fund
Fourth Sail Capital LP
Grand Cayman, Cayman IslandsCIK 18031585 filings on record
Portfolio Value
$608.40M
Q1 2026
Holdings
25
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-2.4%
from $623.37M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ncr Atleos Corporation14.5%
- Mercadolibre Inc9.4%
- Brinks Co7.1%
- Smithfield Foods Inc5.1%
- Dlocal Ltd4.8%
- Telecom Argentina SA4.8%
- Other54.3%
Portfolio Holdings
25 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ncr Atleos Corporation | 2.03M | $88.41M | 14.5% | +1.15M | Added |
| 2 | Mercadolibre Inc | 32.9K | $56.95M | 9.4% | +32.9K | New |
| 3 | Brinks Co | 415.4K | $43.05M | 7.1% | +415.4K | New |
| 4 | Smithfield Foods Inc | 1.12M | $31.22M | 5.1% | −24.5K | Reduced |
| 5 | Dlocal Ltd | 2.27M | $29.40M | 4.8% | +443.0K | Added |
| 6 | Telecom Argentina SA | 2.50M | $29.23M | 4.8% | +2.05M | Added |
| 7 | Loma Negra C I A S A Mtn 14 | 2.47M | $27.39M | 4.5% | +65.9K | Added |
| 8 | Teck Resources Ltd | 499.3K | $25.84M | 4.2% | +350.8K | Added |
| 9 | Vizsla Silver Corp | 7.58M | $25.01M | 4.1% | +1.41M | Added |
| 10 | Liberty Latin America Ltd | 2.76M | $24.31M | 4.0% | −140.0K | Reduced |
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