13F HOLDINGS REPORT
Fourth Sail Capital LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001803158-25-000012
Total Value
$413.8M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SYLVAMO CORP | SLVM | 550,932 | $24.4M | 5.89% |
| 2 | SMITHFIELD FOODS INC | SFD | 981,581 | $23.0M | 5.57% |
| 3 | EZCORP INC | EZPW | 1,177,997 | $22.4M | 5.42% |
| 4 | BANCO BBVA ARGENTINA S A | BBAR | 2,669,262 | $22.2M | 5.37% |
| 5 | GRID DYNAMICS HLDGS INC | GDYN | 2,811,405 | $21.7M | 5.24% |
| 6 | LIBERTY LATIN AMERICA LTD | LILAB | 2,362,507 | $19.9M | 4.82% |
| 7 | VIZSLA SILVER CORP | VZLA | 4,331,900 | $18.7M | 4.52% |
| 8 | UR-ENERGY INC | URG | 9,965,357 | $17.8M | 4.31% |
| 9 | LOMA NEGRA C I A S A MTN 14 | 54150E104 | 2,371,924 | $17.5M | 4.22% |
| 10 | HORMEL FOODS CORP | HRL | 705,000 | $17.4M | 4.21% |
| 11 | GEOPARK LTD | GPRK | 2,708,539 | $17.3M | 4.17% |
| 12 | BBB FOODS INC | TBBB | 625,532 | $16.9M | 4.08% |
| 13 | DLOCAL LTD | DLO | 1,178,000 | $16.8M | 4.06% |
| 14 | CENTRAL PUERTO S A | CEPU | 2,069,477 | $16.6M | 4.01% |
| 15 | WESTERN UN CO | WU | 1,948,600 | $15.6M | 3.76% |
| 16 | VISTA ENERGY S.A.B. DE C.V. | VSOGF | 396,200 | $13.6M | 3.29% |
| 17 | ACCENTURE PLC IRELAND | ACN | 55,200 | $13.6M | 3.29% |
| 18 | STONECO LTD | STNE | 686,400 | $13.0M | 3.14% |
| 19 | TRANSPORTADORA DE GAS SUR | 893870204 | 614,891 | $12.9M | 3.12% |
| 20 | PERPETUA RESOURCES CORP | PPTA | 630,608 | $12.8M | 3.08% |
| 21 | TELECOM ARGENTINA SA | TCMFF | 1,632,222 | $11.9M | 2.87% |
| 22 | INTERCORP FINL SVCS INC | INTR | 230,003 | $9.3M | 2.24% |
| 23 | MAC COPPER LIMITED | G60409110 | 646,565 | $7.9M | 1.91% |
| 24 | BIOCERES CROP SOLUTIONS CORP | BIOX | 4,627,669 | $6.5M | 1.58% |
| 25 | PAN AMERN SILVER CORP | 697900108 | 17,901,528 | $6.3M | 1.51% |
| 26 | CREDICORP LTD | BAP | 23,488 | $6.3M | 1.51% |
| 27 | LIBERTY LATIN AMERICA LTD | LILAB | 748,761 | $6.2M | 1.50% |
| 28 | CONTROLADORA VUELA COMP DE A | 21240E105 | 754,484 | $5.4M | 1.31% |