13F HOLDINGS REPORT
Fourth Sail Capital LP
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001803158-26-000004
Total Value
$623.4M
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BANCO BBVA ARGENTINA S A | BBAR | 2,847,061 | $51.4M | 8.25% |
| 2 | ACCENTURE PLC IRELAND | ACN | 142,600 | $38.3M | 6.14% |
| 3 | CREDICORP LTD | BAP | 120,988 | $34.7M | 5.57% |
| 4 | GRID DYNAMICS HLDGS INC | GDYN | 3,827,968 | $34.6M | 5.55% |
| 5 | HORMEL FOODS CORP | HRL | 1,441,662 | $34.2M | 5.48% |
| 6 | VIZSLA SILVER CORP | VZLA | 6,166,612 | $33.7M | 5.41% |
| 7 | NCR ATLEOS CORPORATION | NATL | 881,568 | $33.6M | 5.39% |
| 8 | LOMA NEGRA C I A S A MTN 14 | 54150E104 | 2,404,072 | $31.1M | 4.99% |
| 9 | DLOCAL LTD | DLO | 1,823,873 | $25.8M | 4.14% |
| 10 | SMITHFIELD FOODS INC | SFD | 1,140,619 | $25.5M | 4.09% |
| 11 | GRUPO AEROMEXICO SAB DE CV | 40054J109 | 1,100,000 | $24.2M | 3.88% |
| 12 | WESTERN UN CO | WU | 2,589,752 | $24.1M | 3.87% |
| 13 | LIBERTY LATIN AMERICA LTD | LILAB | 2,895,728 | $21.6M | 3.47% |
| 14 | CENTRAL PUERTO S A | CEPU | 1,191,489 | $20.9M | 3.34% |
| 15 | GEOPARK LTD | GPRK | 2,396,408 | $17.8M | 2.85% |
| 16 | STONECO LTD | STNE | 1,190,557 | $17.6M | 2.82% |
| 17 | TECNOGLASS INC | TGLS | 346,991 | $17.5M | 2.80% |
| 18 | FIRSTCASH HOLDINGS INC | FCFS | 109,416 | $17.4M | 2.80% |
| 19 | SYLVAMO CORP | SLVM | 350,632 | $16.9M | 2.71% |
| 20 | EZCORP INC | EZPW | 868,717 | $16.9M | 2.71% |
| 21 | GRUPO FINANCIERO GALICIA S.A | GGAL | 308,728 | $16.7M | 2.67% |
| 22 | COPA HOLDINGS SA | CPA | 130,200 | $15.7M | 2.52% |
| 23 | CALAVO GROWERS INC | CVGW | 699,117 | $15.2M | 2.44% |
| 24 | TECK RESOURCES LTD | TCKRF | 148,500 | $7.1M | 1.14% |
| 25 | CONTROLADORA VUELA COMP DE A | 21240E105 | 757,761 | $6.7M | 1.08% |
| 26 | LIBERTY LATIN AMERICA LTD | LILAB | 909,742 | $6.7M | 1.08% |
| 27 | TRANSPORTADORA DE GAS SUR | 893870204 | 191,630 | $6.0M | 0.96% |
| 28 | BIOCERES CROP SOLUTIONS CORP | BIOX | 4,331,096 | $5.7M | 0.91% |
| 29 | TELECOM ARGENTINA SA | TCMFF | 453,402 | $5.3M | 0.84% |
| 30 | MISSION PRODUCE INC | AVO | 62,525 | $725,290 | 0.12% |