Fourth Sail Capital LP
CIK 1803158
13F filing for Q2 2026・No. 3,320
- Holdings
- US$659.89M
- Quarter change
- +US$51.49M
- Entries
- 26
- Net bought (estimate)
- +US$61.06M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 12
- Sold out 11
- Cut 5
- Added 8
- Corporate actions 0
- Unchanged 1
Largest holdings
26 stocks worth US$659.89M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| BCOBRINKS COCOM | Added | 986,050 | US$93.17M | 14.12% |
| DLOCAL LTDCLASS A COM | Added | 3,943,171 | US$51.24M | 7.77% |
| MISSION PRODUCE INCCOM | Added | 3,976,272 | US$46.88M | 7.10% |
| CREDICORP LTDCOM | New | 119,464 | US$46.54M | 7.05% |
| TERNIUM SASPONSORED ADS | New | 679,328 | US$29.01M | 4.40% |
| HRLHORMEL FOODS CORPCOM | Added | 1,125,162 | US$27.93M | 4.23% |
| MEOHMETHANEX CORPCOM | Added | 595,817 | US$27.5M | 4.17% |
| VISTVISTA ENERGY S.A.B. DE C.V.SPONSORED ADS | Added | 415,100 | US$26.48M | 4.01% |
| SFDSMITHFIELD FOODS INCCOM | Cut | 1,067,579 | US$25.9M | 3.92% |
| CENTRAL PUERTO S ASPONSORED ADR | Added | 1,704,152 | US$25.32M | 3.84% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.