Fourth Sail Capital
$608M 13F equity value
38 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NATL | NCR ATLEOS CORPORATION | 2,028,605 | $88M | 14.5% |
| MELI | MERCADOLIBRE INC | 32,940 | $57M | 9.4% |
| BCO | BRINKS CO | 415,428 | $43M | 7.1% |
| SFD | SMITHFIELD FOODS INC | 1,116,165 | $31M | 5.1% |
| DLO | DLOCAL LTD | 2,266,917 | $29M | 4.8% |
| TEO | TELECOM ARGENTINA SA | 2,500,000 | $29M | 4.8% |
| LOMA | LOMA NEGRA C I A S A MTN 14 | 2,469,972 | $27M | 4.5% |
| TECK | TECK RESOURCES LTD | 499,272 | $26M | 4.2% |
| VZLA | VIZSLA SILVER CORP | 7,579,112 | $25M | 4.1% |
| LILAK | LIBERTY LATIN AMERICA LTD | 2,755,775 | $24M | 4.0% |
Track Fourth Sail Capital's 13F portfolio: $608M in reported holdings, 38 positions. Top holdings and quarterly changes on SentiSense.
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