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Disclosery

Fourth Sail Capital LP: BCO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fourth Sail Capital LP on BCO, newest first. How the timeline and the estimate are built.

Fourth Sail Capital LP held 986,050 BCO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 986,050 shares
    Change vs previous 13F +570,622 shares

    14.12% of the 13F portfolio, value $93,171,865.

    13F-HR 0001803158-26-000015 filed by Fourth Sail Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 415,428 shares
    Change vs previous 13F +415,428 shares

    7.08% of the 13F portfolio, value $43,050,803.

    13F-HR 0001803158-26-000013 filed by Fourth Sail Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -281,500 shares

    13F-HR 0001803158-25-000012 filed by Fourth Sail Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 281,500 shares
    Change vs previous 13F not available

    5.2% of the 13F portfolio, value $25,135,135.

    13F-HR 0001085146-25-004676 filed by Fourth Sail Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).