Fourth Sail Capital LP
CIK 1803158 · Holdings on Mar 31, 2026 · First reported May 15, 2026
Top ten holdings
Q1 2026- NATL14.53%
- MELI9.36%
- BCO7.08%
- SFD5.13%
- DLO4.83%
- TEO4.80%
- LOMA4.50%
- TECK4.25%
- VZLA4.11%
- LILAK4.00%
Share classes counted separately62.59%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NATLWeight increased · +9.14 pp5.39% → 14.53%Shares +1.15M (+130.11%)
- GDYNWeight decreased · -4.98 pp5.55% → 0.57%Shares -3.22M (-84.06%)
- TEOWeight increased · +3.96 pp0.84% → 4.80%Shares +2.05M (+451.39%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NATLNCR ATLEOS CORPCOM SHS View history and evidence | $88.41M | 14.53% | 2.03M shares | 5.39% → 14.53%+9.14 pp +1.15M (+130.11%) | Added | ↗▾ |
| 02 | MELIMERCADOLIBRE INC View history and evidence | $56.95M | 9.36% | 32.94K shares | Prior unavailable +32.94K | New | ↗▾ |
| 03 | BCOBRINK'S CO/THE View history and evidence | $43.05M | 7.08% | 415.43K shares | Prior unavailable +415.43K | New | ↗▾ |
| 04 | SFDSMITHFIELD FOODS INC View history and evidence | $31.22M | 5.13% | 1.12M shares | 4.09% → 5.13%+1.04 pp -24.45K (-2.14%) | Reduced | ↗▾ |
| 05 | DLODLOCAL LTDCLASS A COM View history and evidence | $29.40M | 4.83% | 2.27M shares | 4.14% → 4.83%+0.69 pp +443.04K (+24.29%) | Added | ↗▾ |
| 06 | TEOTELECOM ARGENTINA SA-SP ADRSPON ADR REP B View history and evidence | $29.23M | 4.80% | 2.50M shares | 0.84% → 4.80%+3.96 pp +2.05M (+451.39%) | Added | ↗▾ |
| 07 | LOMALOMA NEGRA CIA IND-SPON ADRSPONSORED ADS View history and evidence | $27.39M | 4.50% | 2.47M shares | 4.99% → 4.50%-0.49 pp +65.90K (+2.74%) | Added | ↗▾ |
| 08 | TECKTECK RESOURCES LTD-CLS BCL B View history and evidence | $25.84M | 4.25% | 499.27K shares | 1.14% → 4.25%+3.11 pp +350.77K (+236.21%) | Added | ↗▾ |
| 09 | VZLAVIZSLA SILVER CORPCOM NEW View history and evidence | $25.01M | 4.11% | 7.58M shares | 5.41% → 4.11%-1.30 pp +1.41M (+22.91%) | Added | ↗▾ |
| 10 | LILAKLIBERTY LATIN AMERIC-CL CCOM CL C View history and evidence | $24.31M | 4.00% | 2.76M shares | 3.47% → 4.00%+0.53 pp -139.95K (-4.83%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 13
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BBAR BBVA ARGENTINA SA-ADR | Non-derivative | -2,847,061 | -$51.45M | SEC filing ↗ | SEC filing ↗ |
| ACN ACCENTURE PLC-CL A | Non-derivative | -142,600 | -$38.26M | SEC filing ↗ | SEC filing ↗ |
| BAP CREDICORP LTD | Non-derivative | -120,988 | -$34.72M | SEC filing ↗ | SEC filing ↗ |
3 / 13 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1803158 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 608399173
}Take these holdings further.
This page includes 25 of 25 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 25 of 25 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1803158","quarter":"2026Q1","page_size":100}
get_institutional_manager_history
{"cik":"1803158","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.