Fourth Sail Capital LP

Position in LOMA — Loma Negra Compania Industrial Argentina Sociedad Anonima

CIK 1803158 GRAND CAYMAN, E9

Position in LOMA

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$22,023,914

-$5,368,075 QoQ

Shares Held

1,923,486

-22.1% QoQ

Ownership

1.65%

of shares outstanding

% of Portfolio

3.34%

of 13F equity value

Holder Rank

of 56 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

Fourth Sail Capital LP holds $53,613,857 across 3 Building Materials names. LOMA ranks #1 (41.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LOMA	Loma Negra Compania Industrial Argentina Sociedad Anonima This page	1,923,486	$22,023,914
2	VMC	Vulcan Materials CO	54,300	$16,019,043
3	MLM	Martin Marietta Materials Inc	27,000	$15,570,900

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,023,914	1,923,486	-22.1%	Shares	Sole	2026-08-05
2026-03-31	$27,391,989	2,469,972	+2.7%	Shares	Sole	2026-05-15
2025-12-31	$31,132,732	2,404,072	+1.4%	Shares	Sole	2026-02-13
2025-09-30	$17,481,079	2,371,924	+62.8%	Shares	Sole	2025-11-14
2025-06-30	$15,980,766	1,456,770	+8.6%	Shares	Sole	2025-08-07
2025-03-31	$14,735,457	1,340,806	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.