Fourth Sail Capital LP Q4 2024 Filing
Filed February 6, 2025
Portfolio Value
$336.4B
Holdings
21
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —MAC COPPER LIMITED | 5,135,143 | $54.5B | 16.21% | |
| 2 | VALEVALE S A | 3,529,300 | $31.3B | 9.31% | |
| 3 | DAVAENDAVA PLC | 919,619 | $28.4B | 8.45% | |
| 4 | GGALGRUPO FINANCIERO GALICIA S.A | 439,165 | $27.4B | 8.14% | |
| 5 | CAAPCORPORACION AMER ARPTS S A | 1,454,082 | $27.1B | 8.07% | |
| 6 | BIOXBIOCERES CROP SOLUTIONS CORP | 3,698,961 | $22.5B | 6.69% | |
| 7 | CPACOPA HOLDINGS SA | 207,790 | $18.3B | 5.43% | |
| 8 | BFPBANCO BBVA ARGENTINA S A | 849,804 | $16.2B | 4.81% | |
| 9 | GDYNGRID DYNAMICS HLDGS INC | 672,661 | $15.0B | 4.45% | |
| 10 | VTEXVTEX | 2,407,557 | $14.2B | 4.22% | |
| 11 | BAPCREDICORP LTD | 75,548 | $13.8B | 4.12% | |
| 12 | UREUR-ENERGY INC | 11,856,794 | $13.6B | 4.05% | |
| 13 | DLODLOCAL LTD | 1,187,598 | $13.4B | 3.98% | |
| 14 | BPOPPOPULAR INC | 116,400 | $10.9B | 3.25% | |
| 15 | PPTAPERPETUA RESOURCES CORP | 822,295 | $8.8B | 2.61% | |
| 16 | DC/WSDAKOTA GOLD CORP | 2,709,983 | $5.7B | 1.69% | |
| 17 | DCDAKOTA GOLD CORP | 2,709,983 | $5.7B | 1.69% | |
| 18 | YPFYPF SOCIEDAD ANONIMA | 133,312 | $5.7B | 1.68% | |
| 19 | EZPWEZCORP INC | 158,583 | $1.9B | 0.58% | |
| 20 | URCURANIUM RTY CORP | 582,712 | $1.3B | 0.38% | |
| 21 | EQXEQUINOX GOLD CORP | 144,705 | $726.4M | 0.22% |