FOURTH SAIL CAPITAL LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BIOX | 4.33M | $5.67M |
 | GDYN | 3.83M | $34.57M |
 | LILAK | 2.90M | $21.60M |
 | BBAR | 2.85M | $51.45M |
 | WU | 2.59M | $24.11M |
 | LOMA | 2.40M | $31.13M |
 | GPRK | 2.40M | $17.76M |
 | DLO | 1.82M | $25.79M |
 | HRL | 1.44M | $34.17M |
 | CEPU | 1.19M | $20.85M |
 | STNE | 1.19M | $17.61M |
 | SFD | 1.14M | $25.47M |
 | LILA | 910K | $6.72M |
 | NATL | 882K | $33.60M |
 | EZPW | 869K | $16.87M |
 | VLRS | 758K | $6.73M |
 | CVGW | 699K | $15.21M |
 | TEO | 453K | $5.26M |
 | SLVM | 351K | $16.88M |
 | TGLS | 347K | $17.46M |
Bioceres Crop Solutions Corp.
BIOX
Shares Held
4.33M
Value
$5.67M
Grid Dynamics Holdings, Inc.
GDYN
Shares Held
3.83M
Value
$34.57M
Liberty Latin America Ltd.
LILAK
Shares Held
2.90M
Value
$21.60M
Banco BBVA Argentina S.A.
BBAR
Shares Held
2.85M
Value
$51.45M
The Western Union Company
WU
Shares Held
2.59M
Value
$24.11M
Loma Negra Compañía Industrial Argentina Sociedad Anónima
LOMA
Shares Held
2.40M
Value
$31.13M
GeoPark Limited
GPRK
Shares Held
2.40M
Value
$17.76M
DLocal Limited
DLO
Shares Held
1.82M
Value
$25.79M
Hormel Foods Corporation
HRL
Shares Held
1.44M
Value
$34.17M
Central Puerto S.A.
CEPU
Shares Held
1.19M
Value
$20.85M
StoneCo Ltd.
STNE
Shares Held
1.19M
Value
$17.61M
SMITHFIELD FOODS INC
SFD
Shares Held
1.14M
Value
$25.47M
Liberty Latin America Ltd.
LILA
Shares Held
910K
Value
$6.72M
NCR Atleos Corporation
NATL
Shares Held
882K
Value
$33.60M
EZCORP, Inc.
EZPW
Shares Held
869K
Value
$16.87M
Controladora Vuela Compañía de Aviación, S.A.B. de C.V.
VLRS
Shares Held
758K
Value
$6.73M
Calavo Growers, Inc.
CVGW
Shares Held
699K
Value
$15.21M
Telecom Argentina S.A.
TEO
Shares Held
453K
Value
$5.26M
Sylvamo Corporation
SLVM
Shares Held
351K
Value
$16.88M
Tecnoglass Inc.
TGLS
Shares Held
347K
Value
$17.46M