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Fourth Sail Capital LP

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13F filer, CIK 1803158, GRAND CAYMAN, Cayman Islands

Fourth Sail Capital LP reported $659,885,158 across 26 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-05. Its ten largest share positions make up 60.61% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001803158-26-000015

Period
2026-06-30
Reported value
$660M
Holdings
26
Top 10 weight
60.61%
New
12
Sold out
11

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BCOadded+570,622$53.9M
BAPnew+119,464$46.5M
AVOadded+2,867,072$33.8M
TXnew+679,328$29M
XPnew+1,500,660$24.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NATLexited-2,028,605-$88.4M
MELIexited-32,940-$57M
TEOexited-2,500,000-$29.2M
LILAKexited-2,755,775-$24.3M
IFSexited-369,900-$18.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001803158-26-000015, largest first. % of portfolio is the value over $659,885,158, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BCOBRINKS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 281,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 415,428 shares; 2026Q2: 986,050 shares 986,050$93.2M14.12%+570,622Timeline
DLODLOCAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,771,932 shares; 2024Q4: 1,187,598 shares; 2025Q1: 1,156,369 shares; 2025Q2: 1,546,639 shares; 2025Q3: 1,178,000 shares; 2025Q4: 1,823,873 shares; 2026Q1: 2,266,917 shares; 2026Q2: 3,943,171 shares 3,943,171$51.2M7.77%+1,676,254Timeline
AVOMISSION PRODUCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,525 shares; 2026Q1: 1,109,200 shares; 2026Q2: 3,976,272 shares 3,976,272$46.9M7.1%+2,867,072Timeline
BAPCREDICORP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,356 shares; 2024Q4: 75,548 shares; 2025Q1: 153,365 shares; 2025Q2: 75,065 shares; 2025Q3: 23,488 shares; 2025Q4: 120,988 shares; 2026Q1: not reported; 2026Q2: 119,464 shares 119,464$46.5M7.05%newTimeline
TXTERNIUM SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 679,328 shares 679,328$29M4.4%newTimeline
HRLHORMEL FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 705,000 shares; 2025Q4: 1,441,662 shares; 2026Q1: 1,017,862 shares; 2026Q2: 1,125,162 shares 1,125,162$27.9M4.23%+107,300Timeline
MEOHMETHANEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 323,902 shares; 2026Q2: 595,817 shares 595,817$27.5M4.17%+271,915Timeline
VISTVISTA ENERGY S.A.B. DE C.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 396,200 shares; 2025Q4: not reported; 2026Q1: 240,000 shares; 2026Q2: 415,100 shares 415,100$26.5M4.01%+175,100Timeline
SFDSMITHFIELD FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 782,981 shares; 2025Q3: 981,581 shares; 2025Q4: 1,140,619 shares; 2026Q1: 1,116,165 shares; 2026Q2: 1,067,579 shares 1,067,579$25.9M3.92%-48,586Timeline
CEPUCENTRAL PUERTO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 148,601 shares; 2025Q3: 2,069,477 shares; 2025Q4: 1,191,489 shares; 2026Q1: 1,150,763 shares; 2026Q2: 1,704,152 shares 1,704,152$25.3M3.84%+553,389Timeline
VZLAVIZSLA SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,331,900 shares; 2025Q3: 4,331,900 shares; 2025Q4: 6,166,612 shares; 2026Q1: 7,579,112 shares; 2026Q2: 7,579,112 shares 7,579,112$25M3.79%0Timeline
XPXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 558,900 shares; 2024Q4: not reported; 2025Q1: 969,296 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500,660 shares 1,500,660$24.4M3.7%newTimeline
LOMALOMA NEGRA C I A S A MTN 14Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,340,806 shares; 2025Q2: 1,456,770 shares; 2025Q3: 2,371,924 shares; 2025Q4: 2,404,072 shares; 2026Q1: 2,469,972 shares; 2026Q2: 1,923,486 shares 1,923,486$22M3.34%-546,486Timeline
SLVMSYLVAMO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 162,600 shares; 2025Q3: 550,932 shares; 2025Q4: 350,632 shares; 2026Q1: 427,510 shares; 2026Q2: 466,904 shares 466,904$17.6M2.67%+39,394Timeline
GPRKGEOPARK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,708,539 shares; 2025Q4: 2,396,408 shares; 2026Q1: 2,225,933 shares; 2026Q2: 1,926,723 shares 1,926,723$17.5M2.66%-299,210Timeline
CXTCRANE NXT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 342,600 shares 342,600$17.5M2.66%newTimeline
WUWESTERN UN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,948,600 shares; 2025Q4: 2,589,752 shares; 2026Q1: not reported; 2026Q2: 2,120,585 shares 2,120,585$16.3M2.47%newTimeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54,300 shares 54,300$16M2.43%newTimeline
GGALGRUPO FINANCIERO GALICIA S.AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 439,165 shares; 2025Q1: 414,167 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 308,728 shares; 2026Q1: not reported; 2026Q2: 319,247 shares 319,247$16M2.42%newTimeline
STNESTONECO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 816,333 shares; 2024Q4: not reported; 2025Q1: 1,301,556 shares; 2025Q2: not reported; 2025Q3: 686,400 shares; 2025Q4: 1,190,557 shares; 2026Q1: not reported; 2026Q2: 1,465,500 shares 1,465,500$15.9M2.41%newTimeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,000 shares 27,000$15.6M2.36%newTimeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,200 shares; 2025Q4: 142,600 shares; 2026Q1: not reported; 2026Q2: 124,700 shares 124,700$15.5M2.35%newTimeline
PAXPATRIA INVESTMENTS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,373,995 shares 1,373,995$15.1M2.29%newTimeline
TECKTECK RESOURCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 148,500 shares; 2026Q1: 499,272 shares; 2026Q2: 224,599 shares 224,599$13.4M2.02%-274,673Timeline
EVEXEVE HLDG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,276,673 shares 3,276,673$8.22M1.25%newTimeline
CPACOPA HOLDINGS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,985 shares; 2024Q4: 207,790 shares; 2025Q1: 204,901 shares; 2025Q2: 184,966 shares; 2025Q3: not reported; 2025Q4: 130,200 shares; 2026Q1: 136,784 shares; 2026Q2: 24,481 shares 24,481$3.81M0.58%-112,303Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NATLNCR ATLEOS CORPORATION2,028,605$88.4Mshares
MELIMERCADOLIBRE INC32,940$57Mshares
TEOTELECOM ARGENTINA SA2,500,000$29.2Mshares
LILAKLIBERTY LATIN AMERICA LTD2,755,775$24.3Mshares
IFSINTERCORP FINL SVCS INC369,900$18.6Mshares
YPFYPF SOCIEDAD ANONIMA363,690$16.8Mshares
CVGWCALAVO GROWERS INC631,037$16.3Mshares
EMBJEMBRAER S.A.186,125$11Mshares
LILALIBERTY LATIN AMERICA LTD909,742$7.86Mshares
SXTSENSIENT TECHNOLOGIES CORP43,172$3.73Mshares
GDYNGRID DYNAMICS HLDGS INC610,322$3.48Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001803158-26-000015 base2026-08-05acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001803158-26-000015 Quarter ended 2026-06-302026-08-05acceptance time not in the bulk data set
13F-HR 0001803158-26-000013 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001803158-26-000004 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0001803158-25-000012 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001085146-25-004676 Quarter ended 2025-06-302025-08-07acceptance time not in the bulk data set
13F-HR 0001085146-25-002895 Quarter ended 2025-03-312025-05-09acceptance time not in the bulk data set
13F-HR 0001085146-25-000852 Quarter ended 2024-12-312025-02-06acceptance time not in the bulk data set
13F-HR 0001085146-24-005393 Quarter ended 2024-09-302024-11-07acceptance time not in the bulk data set
13F-HR 0001085146-24-003697 Quarter ended 2024-06-302024-08-09acceptance time not in the bulk data set
13F-HR 0001085146-24-001771 Quarter ended 2024-03-312024-04-12acceptance time not in the bulk data set
13F-HR 0001085146-24-000752 Quarter ended 2023-12-312024-02-06acceptance time not in the bulk data set