Fourth Sail Capital LP Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$427.3B
Holdings
28
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —MAC COPPER LIMITED | 5,185,005 | $49.5B | 11.58% | |
| 2 | CAAPCORPORACION AMER ARPTS S A | 1,584,784 | $29.0B | 6.79% | |
| 3 | BAPCREDICORP LTD | 153,365 | $28.6B | 6.68% | |
| 4 | DAVAENDAVA PLC | 1,406,223 | $27.4B | 6.42% | |
| 5 | ARCOARCOS DORADOS HOLDINGS INC | 3,318,350 | $26.7B | 6.26% | |
| 6 | VALEVALE S A | 2,262,967 | $22.6B | 5.29% | |
| 7 | GGALGRUPO FINANCIERO GALICIA S.A | 414,167 | $22.6B | 5.28% | |
| 8 | BIOXBIOCERES CROP SOLUTIONS CORP | 4,627,669 | $21.1B | 4.94% | |
| 9 | CPACOPA HOLDINGS SA | 204,901 | $18.9B | 4.43% | |
| 10 | GDYNGRID DYNAMICS HLDGS INC | 1,024,269 | $16.0B | 3.75% | |
| 11 | LILALIBERTY LATIN AMERICA LTD | 2,533,603 | $15.7B | 3.68% | |
| 12 | LOMALOMA NEGRA C I A S A MTN 14 | 1,340,806 | $14.7B | 3.45% | |
| 13 | EZPWEZCORP INC | 957,262 | $14.1B | 3.30% | |
| 14 | STNESTONECO LTD | 1,301,556 | $13.6B | 3.19% | |
| 15 | XPXP INC | 969,296 | $13.3B | 3.12% | |
| 16 | CDECOEUR MNG INC | 2,128,963 | $12.6B | 2.95% | |
| 17 | BPOPPOPULAR INC | 120,182 | $11.1B | 2.60% | |
| 18 | DLODLOCAL LTD | 1,156,369 | $9.6B | 2.26% | |
| 19 | LILALIBERTY LATIN AMERICA LTD | 1,418,237 | $9.0B | 2.10% | |
| 20 | EPAMEPAM SYS INC | 53,000 | $8.9B | 2.09% | |
| 21 | IFSINTERCORP FINL SVCS INC | 257,874 | $8.5B | 2.00% | |
| 22 | UREUR-ENERGY INC | 12,295,868 | $8.3B | 1.94% | |
| 23 | IRSIRSA INVERSIONES Y REP S A | 563,664 | $7.3B | 1.70% | |
| 24 | TIGOMILLICOM INTL CELLULAR S A | 228,692 | $6.9B | 1.62% | |
| 25 | TGSTRANSPORTADORA DE GAS SUR | 184,703 | $4.9B | 1.14% | |
| 26 | YPFYPF SOCIEDAD ANONIMA | 133,312 | $4.7B | 1.09% | |
| 27 | URCURANIUM RTY CORP | 582,712 | $1.0B | 0.24% | |
| 28 | DCDAKOTA GOLD CORP | 169,965 | $450.4M | 0.11% |