account_balance
Investment manager · 13F filer · SEC CIK 1803158
Fourth Sail Capital LP
Reported value$660Mas of Jun 30, 2026
Positions26 12 new, 11 sold out
Top 10 weight60.6%BCO alone is 14%
FiledAug 536 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
BCOBrinks Co
14.1%Added +137%
DLODlocal Ltd
7.8%Added +74%
AVOMission Produce Inc
7.1%Added +258%
BAPCredicorp Ltd
7.1%New
TXTernium SA
4.4%New
HRLHormel Foods Corp
4.2%Added +11%
MEOHMethanex Corp
4.2%Added +84%
VISTVista Energy S.a.b. de C.v.
4.0%Added +73%
SFDSmithfield Foods Inc
3.9%Trimmed −4%
CEPUCentral Puerto S A
3.8%Added +48%
VZLAVizsla Silver Corp
3.8%
XPXp Inc
3.7%New
BCOBrinks Co
14.1%Added +137%
DLO7.8%AVO7.1%BAP7.1%TX4.4%HRL4.2%MEOH4.2%VIST4.0%SFD3.9%CEPU3.8%VZLA3.8%XP3.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BCO Brinks Co 14.1% Added +137%DLO Dlocal Ltd 7.8% Added +74%AVO Mission Produce Inc 7.1% Added +258%BAP Credicorp Ltd 7.1% NewTX Ternium SA 4.4% NewHRL Hormel Foods Corp 4.2% Added +11%MEOH Methanex Corp 4.2% Added +84%VIST Vista Energy S.a.b. de C.v. 4.0% Added +73%SFD Smithfield Foods Inc 3.9% Trimmed −4%CEPU Central Puerto S A 3.8% Added +48%VZLA Vizsla Silver Corp 3.8% HeldXP Xp Inc 3.7% New
What changed