Fourth Sail Capital LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$413.8B
Holdings
28
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SLVMSYLVAMO CORP | 550,932 | $24.4B | 5.89% | |
| 2 | SFDSMITHFIELD FOODS INC | 981,581 | $23.0B | 5.57% | |
| 3 | EZPWEZCORP INC | 1,177,997 | $22.4B | 5.42% | |
| 4 | BFPBANCO BBVA ARGENTINA S A | 2,669,262 | $22.2B | 5.37% | |
| 5 | GDYNGRID DYNAMICS HLDGS INC | 2,811,405 | $21.7B | 5.24% | |
| 6 | LILALIBERTY LATIN AMERICA LTD | 2,362,507 | $19.9B | 4.82% | |
| 7 | VZLAVIZSLA SILVER CORP | 4,331,900 | $18.7B | 4.52% | |
| 8 | UREUR-ENERGY INC | 9,965,357 | $17.8B | 4.31% | |
| 9 | LOMALOMA NEGRA C I A S A MTN 14 | 2,371,924 | $17.5B | 4.22% | |
| 10 | HRLHORMEL FOODS CORP | 705,000 | $17.4B | 4.21% | |
| 11 | GPRKGEOPARK LTD | 2,708,539 | $17.3B | 4.17% | |
| 12 | TBBBBBB FOODS INC | 625,532 | $16.9B | 4.08% | |
| 13 | DLODLOCAL LTD | 1,178,000 | $16.8B | 4.06% | |
| 14 | CEPUCENTRAL PUERTO S A | 2,069,477 | $16.6B | 4.01% | |
| 15 | W3UWESTERN UN CO | 1,948,600 | $15.6B | 3.76% | |
| 16 | VISTVISTA ENERGY S.A.B. DE C.V. | 396,200 | $13.6B | 3.29% | |
| 17 | ACNACCENTURE PLC IRELAND | 55,200 | $13.6B | 3.29% | |
| 18 | STNESTONECO LTD | 686,400 | $13.0B | 3.14% | |
| 19 | TGSTRANSPORTADORA DE GAS SUR | 614,891 | $12.9B | 3.12% | |
| 20 | PPTAPERPETUA RESOURCES CORP | 630,608 | $12.8B | 3.08% | |
| 21 | TEOTELECOM ARGENTINA SA | 1,632,222 | $11.9B | 2.87% | |
| 22 | IFSINTERCORP FINL SVCS INC | 230,003 | $9.3B | 2.24% | |
| 23 | —MAC COPPER LIMITED | 646,565 | $7.9B | 1.91% | |
| 24 | BIOXBIOCERES CROP SOLUTIONS CORP | 4,627,669 | $6.5B | 1.58% | |
| 25 | PAASPAN AMERN SILVER CORP | 17,901,528 | $6.3B | 1.51% | |
| 26 | BAPCREDICORP LTD | 23,488 | $6.3B | 1.51% | |
| 27 | LILALIBERTY LATIN AMERICA LTD | 748,761 | $6.2B | 1.50% | |
| 28 | VLRSCONTROLADORA VUELA COMP DE A | 754,484 | $5.4B | 1.31% |