Fourth Sail Capital LP
Top Portfolio Positions
24 positions ·
$584,093,229 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NATL |
NCR Atleos Corp
Technology
|
2,028,605 | $88,406,605 | 15.14% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
32,940 | $56,953,918 | 9.75% | |
| BCO |
Brinks Co
Industrials
|
415,428 | $43,050,803 | 7.37% | |
| SFD |
Smithfield Foods Inc
Consumer Defensive
|
1,116,165 | $31,219,135 | 5.34% | |
| DLO |
dLocal Ltd
Technology
|
2,266,917 | $29,401,913 | 5.03% | |
| TEO |
Telecom Argentina SA
Communication Services
|
2,500,000 | $29,225,000 | 5.00% | |
| LOMA |
Loma Negra Compania Industrial Argentina Sociedad Anonima
Basic Materials
|
2,469,972 | $27,391,989 | 4.69% | |
| TECK |
Teck Resources Ltd
Basic Materials
|
499,272 | $25,837,326 | 4.42% | |
| VZLA |
Vizsla Silver Corp.
Basic Materials
|
7,579,112 | $25,011,069 | 4.28% | |
| HRL |
Hormel Foods Corp /De/
Consumer Defensive
|
1,017,862 | $23,054,574 | 3.95% |
Portfolio Trend
9 quarters · across all stocks
Holdings in SLVM
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,058,022 | 427,510 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $24,362,213 | 550,932 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,146,260 | 162,600 | Shares | Sole | 2025-08-07 | |
| No 13F history on record for this holder in this stock. | ||||||