# Fourth Sail Capital LP: Form 13F holdings

An institutional investment manager in GRAND CAYMAN. SEC CIK 1803158.

- Quarter ended: 2026-06-30
- Filed: 2026-08-05
- Reported value: $659.9m
- Positions: 26 (26 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1803158/000180315826000015/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BRINKS CO (BCO)](/companies/bco.md) | COM | $93.2m | 14.1% | 986,050 |  | Added +570,622 |
| DLOCAL LTD | CLASS A COM | $51.2m | 7.8% | 3,943,171 |  | Added +1,676,254 |
| [MISSION PRODUCE INC (AVO)](/companies/avo.md) | COM | $46.9m | 7.1% | 3,976,272 |  | Added +2,867,072 |
| CREDICORP LTD | COM | $46.5m | 7.1% | 119,464 |  | New +119,464 |
| [TERNIUM SA (TX)](/companies/tx.md) | SPONSORED ADS | $29.0m | 4.4% | 679,328 |  | New +679,328 |
| [HORMEL FOODS CORP (HRL)](/companies/hrl.md) | COM | $27.9m | 4.2% | 1,125,162 |  | Added +107,300 |
| [METHANEX CORP (MEOH)](/companies/meoh.md) | COM | $27.5m | 4.2% | 595,817 |  | Added +271,915 |
| [VISTA ENERGY S.A.B. DE C.V. (VIST)](/companies/vist.md) | SPONSORED ADS | $26.5m | 4.0% | 415,100 |  | Added +175,100 |
| [SMITHFIELD FOODS INC (SFD)](/companies/sfd.md) | COM | $25.9m | 3.9% | 1,067,579 |  | Reduced −48,586 |
| [CENTRAL PUERTO S A (CEPU)](/companies/cepu.md) | SPONSORED ADR | $25.3m | 3.8% | 1,704,152 |  | Added +553,389 |
| [VIZSLA SILVER CORP (VZLA)](/companies/vzla.md) | COM NEW | $25.0m | 3.8% | 7,579,112 |  | Unchanged |
| XP INC | CL A | $24.4m | 3.7% | 1,500,660 |  | New +1,500,660 |
| [LOMA NEGRA C I A S A MTN 14 (LOMA)](/companies/loma.md) | SPONSORED ADS | $22.0m | 3.3% | 1,923,486 |  | Reduced −546,486 |
| [SYLVAMO CORP (SLVM)](/companies/slvm.md) | COMMON STOCK | $17.6m | 2.7% | 466,904 |  | Added +39,394 |
| GEOPARK LTD | USD SHS | $17.5m | 2.7% | 1,926,723 |  | Reduced −299,210 |
| [CRANE NXT CO (CXT)](/companies/cxt.md) | COM | $17.5m | 2.7% | 342,600 |  | New +342,600 |
| [WESTERN UN CO (WU)](/companies/wu.md) | COM | $16.3m | 2.5% | 2,120,585 |  | New +2,120,585 |
| [VULCAN MATLS CO (VMC)](/companies/vmc.md) | COM | $16.0m | 2.4% | 54,300 |  | New +54,300 |
| [GRUPO FINANCIERO GALICIA S.A (GGAL)](/companies/ggal.md) | SPONSORED ADR | $16.0m | 2.4% | 319,247 |  | New +319,247 |
| STONECO LTD | COM CL A | $15.9m | 2.4% | 1,465,500 |  | New +1,465,500 |
| [MARTIN MARIETTA MATLS INC (MLM)](/companies/mlm.md) | COM | $15.6m | 2.4% | 27,000 |  | New +27,000 |
| ACCENTURE PLC IRELAND | SHS CLASS A | $15.5m | 2.4% | 124,700 |  | New +124,700 |
| PATRIA INVESTMENTS LIMITED | COM CL A | $15.1m | 2.3% | 1,373,995 |  | New +1,373,995 |
| [TECK RESOURCES LTD (TECK)](/companies/teck.md) | CL B | $13.4m | 2.0% | 224,599 |  | Reduced −274,673 |
| [EVE HLDG INC (EVEX)](/companies/evex.md) | COM | $8.2m | 1.2% | 3,276,673 |  | New +3,276,673 |
| COPA HOLDINGS SA | CL A | $3.8m | 0.6% | 24,481 |  | Reduced −112,303 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| CALAVO GROWERS INC | COM | $0 | 0.0% | 0 |  | Sold out −631,037 |
| [EMBRAER S.A. (EMBJ)](/companies/embj.md) | SPONSORED ADS | $0 | 0.0% | 0 |  | Sold out −186,125 |
| [GRID DYNAMICS HLDGS INC (GDYN)](/companies/gdyn.md) | CL A | $0 | 0.0% | 0 |  | Sold out −610,322 |
| INTERCORP FINL SVCS INC | SHS | $0 | 0.0% | 0 |  | Sold out −369,900 |
| LIBERTY LATIN AMERICA LTD | COM CL C | $0 | 0.0% | 0 |  | Sold out −2,755,775 |
| LIBERTY LATIN AMERICA LTD | COM CL A | $0 | 0.0% | 0 |  | Sold out −909,742 |
| [MERCADOLIBRE INC (MELI)](/companies/meli.md) | COM | $0 | 0.0% | 0 |  | Sold out −32,940 |
| [NCR ATLEOS CORPORATION (NATL)](/companies/natl.md) | COM SHS | $0 | 0.0% | 0 |  | Sold out −2,028,605 |
| [SENSIENT TECHNOLOGIES CORP (SXT)](/companies/sxt.md) | COM | $0 | 0.0% | 0 |  | Sold out −43,172 |
| [TELECOM ARGENTINA SA (TEO)](/companies/teo.md) | SPON ADR REP B | $0 | 0.0% | 0 |  | Sold out −2,500,000 |
| [YPF SOCIEDAD ANONIMA (YPF)](/companies/ypf.md) | SPON ADR CL D | $0 | 0.0% | 0 |  | Sold out −363,690 |

Source: SEC EDGAR, Form 13F-HR, accession 0001803158-26-000015. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.