Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fourth Sail Capital LP (CIK 1803158) reported $608.4M across 25 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NATL ($88.4M, 14.53%), MELI ($57.0M, 9.36%), BCO ($43.1M, 7.08%), SFD ($31.2M, 5.13%), DLO ($29.4M, 4.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NATL | NCR ATLEOS CORPORATION | $88.4M | 14.53% | 2.0M | Added |
| 2 | MELI | MERCADOLIBRE INC | $57.0M | 9.36% | 32,940 | New |
| 3 | BCO | BRINKS CO | $43.1M | 7.08% | 415,428 | New |
| 4 | SFD | SMITHFIELD FOODS INC | $31.2M | 5.13% | 1.1M | Trimmed |
| 5 | DLO | DLOCAL LTD | $29.4M | 4.83% | 2.3M | Added |
| 6 | TEO | TELECOM ARGENTINA SA | $29.2M | 4.80% | 2.5M | Added |
| 7 | LOMA | LOMA NEGRA C I A S A MTN 14 | $27.4M | 4.50% | 2.5M | Added |
| 8 | TECK | TECK RESOURCES LTD | $25.8M | 4.25% | 499,272 | Added |
| 9 | VZLA | VIZSLA SILVER CORP | $25.0M | 4.11% | 7.6M | Added |
| 10 | LILAK | LIBERTY LATIN AMERICA LTD | $24.3M | 4.00% | 2.8M | Trimmed |
| 11 | HRL | HORMEL FOODS CORP | $23.1M | 3.79% | 1.0M | Trimmed |
| 12 | GPRK | GEOPARK LTD | $21.1M | 3.48% | 2.2M | Trimmed |
| 13 | CEPU | CENTRAL PUERTO S A | $19.4M | 3.18% | 1.2M | Trimmed |
| 14 | MEOH | METHANEX CORP | $19.3M | 3.17% | 323,902 | New |
| 15 | IFS | INTERCORP FINL SVCS INC | $18.6M | 3.05% | 369,900 | New |
| 16 | VIST | VISTA ENERGY S.A.B. DE C.V. | $18.1M | 2.98% | 240,000 | New |
| 17 | SLVM | SYLVAMO CORP | $18.1M | 2.97% | 427,510 | Added |
| 18 | YPF | YPF SOCIEDAD ANONIMA | $16.8M | 2.76% | 363,690 | New |
| 19 | CVGW | CALAVO GROWERS INC | $16.3M | 2.67% | 631,037 | Trimmed |
| 20 | CPA | COPA HOLDINGS SA | $15.5M | 2.55% | 136,784 | Added |
| 21 | AVO | MISSION PRODUCE INC | $15.3M | 2.51% | 1.1M | Added |
| 22 | ERJ | EMBRAER S.A. | $11.0M | 1.82% | 186,125 | New |
| 23 | LILA | LIBERTY LATIN AMERICA LTD | $7.9M | 1.29% | 909,742 | Hold |
| 24 | SXT | SENSIENT TECHNOLOGIES CORP | $3.7M | 0.61% | 43,172 | New |
| 25 | GDYN | GRID DYNAMICS HLDGS INC | $3.5M | 0.57% | 610,322 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31