Fourth Sail Capital
$660M 13F equity value
37 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Fourth Sail Capital covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BCO | BRINKS CO | 986,050 | $93M | 14.1% |
| DLO | DLOCAL LTD | 3,943,171 | $51M | 7.8% |
| AVO | MISSION PRODUCE INC | 3,976,272 | $47M | 7.1% |
| BAP | CREDICORP LTD | 119,464 | $47M | 7.1% |
| TX | TERNIUM SA | 679,328 | $29M | 4.4% |
| HRL | HORMEL FOODS CORP | 1,125,162 | $28M | 4.2% |
| MEOH | METHANEX CORP | 595,817 | $27M | 4.2% |
| VIST | VISTA ENERGY S.A.B. DE C.V. | 415,100 | $26M | 4.0% |
| SFD | SMITHFIELD FOODS INC | 1,067,579 | $26M | 3.9% |
| CEPU | CENTRAL PUERTO S A | 1,704,152 | $25M | 3.8% |
Track Fourth Sail Capital's 13F portfolio: $660M in reported holdings, 37 positions. Top holdings and quarterly changes on SentiSense.
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