Fourth Sail Capital LP Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$623.4M
Holdings
30
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BFPBANCO BBVA ARGENTINA S A | 2,847,061 | $51.4M | 8.25% | |
| 2 | ACNACCENTURE PLC IRELAND | 142,600 | $38.3M | 6.14% | |
| 3 | BAPCREDICORP LTD | 120,988 | $34.7M | 5.57% | |
| 4 | GDYNGRID DYNAMICS HLDGS INC | 3,827,968 | $34.6M | 5.55% | |
| 5 | HRLHORMEL FOODS CORP | 1,441,662 | $34.2M | 5.48% | |
| 6 | VZLAVIZSLA SILVER CORP | 6,166,612 | $33.7M | 5.41% | |
| 7 | NATLNCR ATLEOS CORPORATION | 881,568 | $33.6M | 5.39% | |
| 8 | LOMALOMA NEGRA C I A S A MTN 14 | 2,404,072 | $31.1M | 4.99% | |
| 9 | DLODLOCAL LTD | 1,823,873 | $25.8M | 4.14% | |
| 10 | SFDSMITHFIELD FOODS INC | 1,140,619 | $25.5M | 4.09% | |
| 11 | AEROGRUPO AEROMEXICO SAB DE CV | 1,100,000 | $24.2M | 3.88% | |
| 12 | W3UWESTERN UN CO | 2,589,752 | $24.1M | 3.87% | |
| 13 | LILALIBERTY LATIN AMERICA LTD | 2,895,728 | $21.6M | 3.47% | |
| 14 | CEPUCENTRAL PUERTO S A | 1,191,489 | $20.9M | 3.34% | |
| 15 | GPRKGEOPARK LTD | 2,396,408 | $17.8M | 2.85% | |
| 16 | STNESTONECO LTD | 1,190,557 | $17.6M | 2.82% | |
| 17 | TGLSTECNOGLASS INC | 346,991 | $17.5M | 2.80% | |
| 18 | FCFSFIRSTCASH HOLDINGS INC | 109,416 | $17.4M | 2.80% | |
| 19 | SLVMSYLVAMO CORP | 350,632 | $16.9M | 2.71% | |
| 20 | EZPWEZCORP INC | 868,717 | $16.9M | 2.71% | |
| 21 | GGALGRUPO FINANCIERO GALICIA S.A | 308,728 | $16.7M | 2.67% | |
| 22 | CPACOPA HOLDINGS SA | 130,200 | $15.7M | 2.52% | |
| 23 | CVGWCALAVO GROWERS INC | 699,117 | $15.2M | 2.44% | |
| 24 | TECK/BTECK RESOURCES LTD | 148,500 | $7.1M | 1.14% | |
| 25 | VLRSCONTROLADORA VUELA COMP DE A | 757,761 | $6.7M | 1.08% | |
| 26 | LILALIBERTY LATIN AMERICA LTD | 909,742 | $6.7M | 1.08% | |
| 27 | TGSTRANSPORTADORA DE GAS SUR | 191,630 | $6.0M | 0.96% | |
| 28 | BIOXBIOCERES CROP SOLUTIONS CORP | 4,331,096 | $5.7M | 0.91% | |
| 29 | TEOTELECOM ARGENTINA SA | 453,402 | $5.3M | 0.84% | |
| 30 | AVOMISSION PRODUCE INC | 62,525 | $725K | 0.12% |