Fourth Sail Capital LP Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$483.1B
Holdings
26
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —MAC COPPER LIMITED | 5,456,461 | $66.0B | 13.66% | |
| 2 | NUNU HLDGS LTD | 2,275,411 | $31.2B | 6.46% | |
| 3 | CAAPCORPORACION AMER ARPTS S A | 1,521,602 | $30.8B | 6.38% | |
| 4 | BFPBANCO BBVA ARGENTINA S A | 1,786,085 | $29.4B | 6.09% | |
| 5 | BCOBRINKS CO | 281,500 | $25.1B | 5.20% | |
| 6 | LILALIBERTY LATIN AMERICA LTD | 3,835,640 | $23.9B | 4.94% | |
| 7 | BIOXBIOCERES CROP SOLUTIONS CORP | 4,627,669 | $20.7B | 4.28% | |
| 8 | UREUR-ENERGY INC | 19,644,632 | $20.6B | 4.27% | |
| 9 | CPACOPA HOLDINGS SA | 184,966 | $20.3B | 4.21% | |
| 10 | GDYNGRID DYNAMICS HLDGS INC | 1,623,562 | $18.8B | 3.88% | |
| 11 | SFDSMITHFIELD FOODS INC | 782,981 | $18.4B | 3.81% | |
| 12 | DLODLOCAL LTD | 1,546,639 | $17.5B | 3.63% | |
| 13 | IFSINTERCORP FINL SVCS INC | 458,974 | $17.5B | 3.62% | |
| 14 | EZPWEZCORP INC | 1,251,362 | $17.4B | 3.60% | |
| 15 | BAPCREDICORP LTD | 75,065 | $16.8B | 3.47% | |
| 16 | LOMALOMA NEGRA C I A S A MTN 14 | 1,456,770 | $16.0B | 3.31% | |
| 17 | VZLAVIZSLA SILVER CORP | 4,331,900 | $12.7B | 2.64% | |
| 18 | EPAMEPAM SYS INC | 71,700 | $12.7B | 2.62% | |
| 19 | BPOPPOPULAR INC | 112,799 | $12.4B | 2.57% | |
| 20 | PPTAPERPETUA RESOURCES CORP | 1,003,700 | $12.2B | 2.52% | |
| 21 | DAVAENDAVA PLC | 731,423 | $11.2B | 2.32% | |
| 22 | LILALIBERTY LATIN AMERICA LTD | 1,418,237 | $8.7B | 1.79% | |
| 23 | SLVMSYLVAMO CORP | 162,600 | $8.1B | 1.69% | |
| 24 | TGSTRANSPORTADORA DE GAS SUR | 253,168 | $6.6B | 1.36% | |
| 25 | IRSIRSA INVERSIONES Y REP S A | 454,301 | $6.3B | 1.31% | |
| 26 | CEPUCENTRAL PUERTO S A | 148,601 | $1.7B | 0.36% |