Fourth Sail Capital Lp Top Holdings and 13F Report (2026) About Fourth Sail Capital LpInvestment ActivityFourth Sail Capital Lp has $608.40 million in total holdings as of March 31, 2026.Fourth Sail Capital Lp owns shares of 25 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 50.82% of the portfolio was purchased this quarter.About 51.12% of the portfolio was sold this quarter.This quarter, Fourth Sail Capital Lp has purchased 30 new stocks and bought additional shares in 9 stocks.Fourth Sail Capital Lp sold shares of 7 stocks and completely divested from 13 stocks this quarter.Largest Holdings NCR ATLEOS CORPORATION $88,406,606MercadoLibre $56,953,919Brink's $43,050,803SMITHFIELD FOODS INC $31,219,135DLocal $29,401,914 Largest New Holdings this Quarter 58733R102 - MercadoLibre $56,953,919 Holding109696104 - Brink's $43,050,803 Holding59151K108 - Methanex $19,285,125 HoldingP5626F128 - Intercorp Financial Services $18,568,980 Holding92837L109 - Vista Energy $18,112,800 Holding Largest Purchases this Quarter MercadoLibre 32,940 shares (about $56.95M)NCR ATLEOS CORPORATION 1,147,037 shares (about $49.99M)Brink's 415,428 shares (about $43.05M)Telecom Argentina Stet - France Telecom 2,046,598 shares (about $23.92M)Methanex 323,902 shares (about $19.29M) Largest Sales this Quarter Grid Dynamics 3,217,646 shares (about $18.34M)Hormel Foods 423,800 shares (about $9.60M)Calavo Growers 68,080 shares (about $1.76M)Geopark 170,475 shares (about $1.62M)Liberty Global 139,953 shares (about $1.23M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFourth Sail Capital Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNCR ATLEOS CORPORATION$88,406,606$49,987,873 â–²130.1%2,028,60514.5%COM SHSMELIMercadoLibre$56,953,919$56,953,919 â–²New Holding32,9409.4%Retail/WholesaleBCOBrink's$43,050,803$43,050,803 â–²New Holding415,4287.1%Business ServicesSMITHFIELD FOODS INC$31,219,135$683,978 â–¼-2.1%1,116,1655.1%COMDLODLocal$29,401,914$5,746,281 â–²24.3%2,266,9174.8%Business ServicesTEOTelecom Argentina Stet - France Telecom$29,225,000$23,924,731 â–²451.4%2,500,0004.8%UtilitiesLOMALoma Negra Compania Industrial Argentina$27,391,989$730,831 â–²2.7%2,469,9724.5%ConstructionTECKTeck Resources$25,837,326$18,152,451 â–²236.2%499,2724.2%Basic MaterialsVIZSLA SILVER CORP$25,011,070$4,661,250 â–²22.9%7,579,1124.1%COM NEWLILAKLiberty Global$24,305,936$1,234,385 â–¼-4.8%2,755,7754.0%Computer and TechnologyHRLHormel Foods$23,054,574$9,599,070 â–¼-29.4%1,017,8623.8%Consumer StaplesGPRKGeopark$21,146,364$1,619,513 â–¼-7.1%2,225,9333.5%EnergyCEPUCentral Puerto$19,367,341$685,419 â–¼-3.4%1,150,7633.2%EnergyMEOHMethanex$19,285,125$19,285,125 â–²New Holding323,9023.2%Basic MaterialsIFSIntercorp Financial Services$18,568,980$18,568,980 â–²New Holding369,9003.1%FinanceVISTVista Energy$18,112,800$18,112,800 â–²New Holding240,0003.0%EnergySLVMSylvamo$18,058,022$3,247,327 â–²21.9%427,5103.0%Basic MaterialsYPFYPF Sociedad Anónima$16,809,752$16,809,752 â–²New Holding363,6902.8%EnergyCVGWCalavo Growers$16,274,444$1,755,783 â–¼-9.7%631,0372.7%Consumer StaplesCPACopa$15,540,030$748,008 â–²5.1%136,7842.6%TransportationAVOMission Produce$15,262,592$14,402,248 â–²1,674.0%1,109,2002.5%Consumer StaplesEMBRAER S.A.$11,044,658$11,044,658 â–²New Holding186,1251.8%SPONSORED ADSLILALiberty Latin America$7,860,1700.0%909,7421.3%Computer and TechnologySXTSensient Technologies$3,731,788$3,731,788 â–²New Holding43,1720.6%Basic MaterialsGDYNGrid Dynamics$3,478,835$18,340,580 â–¼-84.1%610,3220.6%Computer and TechnologyBBARBBVA Banco Frances$0$51,446,392 â–¼-100.0%00.0%FinanceACNAccenture$0$38,259,580 â–¼-100.0%00.0%Computer and TechnologyBAPCredicorp$0$34,723,556 â–¼-100.0%00.0%FinanceGRUPO AEROMEXICO SAB DE CV$0$24,156,000 â–¼-100.0%00.0%SPONSORED ADSWUWestern Union$0$24,110,591 â–¼-100.0%00.0%Business ServicesSTNEStoneCo$0$17,608,338 â–¼-100.0%00.0%Computer and TechnologyTECNOGLASS INC$0$17,460,587 â–¼-100.0%00.0%ORD SHSFCFSFirstCash$0$17,438,722 â–¼-100.0%00.0%Business ServicesEZPWEZCORP$0$16,870,484 â–¼-100.0%00.0%FinanceGGALGrupo Financiero Galicia$0$16,652,788 â–¼-100.0%00.0%FinanceVLRSControladora Vuela Compania de Aviacion$0$6,728,917 â–¼-100.0%00.0%TransportationTGSTransportadora De Gas Sa Ord B$0$5,957,776 â–¼-100.0%00.0%EnergyBIOXBioceres Crop Solutions$0$5,673,736 â–¼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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