Fourth Sail Capital LP holds a focused book of 25 stocks worth $608.4M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Mercadolibre Inc and trimmed Smithfield Foods Inc. Their largest long position is NCR Atleos Corp at 15% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1803158/holdings"
Use Arkolith to show Fourth Sail Capital LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | NCR Atleos Corporation COM SHS | $88.4M | 2.03M | 14.5% | ▲+130% Added · +1.1M sh | |
| 2 | Mercadolibre Inc COM | $57.0M | 32.9K | 9.4% | ▲New New position | |
| 3 | Brinks Co COM | $43.1M | 415.4K | 7.1% | ▲New New position | |
| 4 | Smithfield Foods Inc COM | $31.2M | 1.12M | 5.1% | ▼−2.1% Reduced · −24K sh | |
| 5 | Dlocal Ltd CLASS A COM | $29.4M | 2.27M | 4.8% | ▲+24% Added · +443K sh | |
| 6 | Telecom Argentina Sa SPON ADR REP B | $29.2M | 2.50M | 4.8% | ▲+451% Added · +2.0M sh | |
| 7 | Loma Negra C I A S A MTN 14 SPONSORED ADS | $27.4M | 2.47M | 4.5% | ▲+2.7% Added · +66K sh | |
| 8 | Teck Resources Ltd CL B | $25.8M | 499.3K | 4.2% | ▲+236% Added · +351K sh | |
| 9 | Vizsla Silver Corp COM NEW | $25.0M | 7.58M | 4.1% | ▲+23% Added · +1.4M sh | |
| 10 | Liberty Latin America Ltd COM CL C | $24.3M | 2.76M | 4.0% | ▼−4.8% Reduced · −140K sh | |
| 11 | Hormel Foods Corp COM | $23.1M | 1.02M | 3.8% | ▼−29% Reduced · −424K sh | |
| 12 | Geopark Ltd USD SHS | $21.1M | 2.23M | 3.5% | ▼−7.1% Reduced · −170K sh | |
| 13 | Central Puerto S A SPONSORED ADR | $19.4M | 1.15M | 3.2% | ▼−3.4% Reduced · −41K sh | |
| 14 | Methanex Corp COM | $19.3M | 323.9K | 3.2% | ▲New New position | |
| 15 | Intercorp Finl Svcs Inc SHS | $18.6M | 369.9K | 3.1% | ▲New New position | |
| 16 | Vista Energy S.A.B. De C.V. SPONSORED ADS | $18.1M | 240.0K | 3.0% | ▲New New position | |
| 17 | Sylvamo Corp COMMON STOCK | $18.1M | 427.5K | 3.0% | ▲+22% Added · +77K sh | |
| 18 | Ypf Sociedad Anonima SPON ADR CL D | $16.8M | 363.7K | 2.8% | ▲New New position | |
| 19 | Calavo Growers Inc COM | $16.3M | 631.0K | 2.7% | ▼−9.7% Reduced · −68K sh | |
| 20 | Copa Holdings Sa CL A | $15.5M | 136.8K | 2.6% | ▲+5.0% Added · +7K sh | |
| 21 | Mission Produce Inc COM | $15.3M | 1.11M | 2.5% | ▲18× Added · +1.0M sh | |
| 22 | Embraer S.A. SPONSORED ADS | $11.0M | 186.1K | 1.8% | ▲New New position | |
| 23 | Liberty Latin America Ltd COM CL A | $7.9M | 909.7K | 1.3% | —Held | |
| 24 | Sensient Technologies Corp COM | $3.7M | 43.2K | 0.6% | ▲New New position | |
| 25 | Grid Dynamics Hldgs Inc CL A | $3.5M | 610.3K | 0.6% | ▼−84% Reduced · −3.2M sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.