StockDriftsStockDriftsTop 25 Fourth Sail Capital Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NATL | NCR ATLEOS CORPORATION | 14.53% | 2.03M | $88.4M | +130.11%(+1.15M) | $39.92(+11.61%) | 2026-03-31 | |
| MELI | MERCADOLIBRE INC | 9.36% | 32.9K | $57.0M | new | $1871.64(-17.36%) | 2026-03-31 | |
| BCO | BRINKS CO | 7.08% | 415.4K | $43.1M | new | $95.89(+8.22%) | 2026-03-31 | |
| SFD | SMITHFIELD FOODS INC | 5.13% | 1.12M | $31.2M | -2.14%(-24.45K) | $22.31(+12.12%) | 2026-03-31 | |
| DLO | DLOCAL LTD | 4.83% | 2.27M | $29.4M | +24.29%(+443.04K) | $13.88(-20.66%) | 2026-03-31 | |
| TEO | TELECOM ARGENTINA SA | 4.8% | 2.50M | $29.2M | +451.39%(+2.05M) | $11.00(+7.48%) | 2026-03-31 | |
| LOMA | LOMA NEGRA C I A S A MTN 14 | 4.5% | 2.47M | $27.4M | +2.74%(+65.90K) | $10.59(-1.86%) | 2026-03-31 | |
| TECK | TECK RESOURCES LTD | 4.25% | 499.3K | $25.8M | +236.21%(+350.77K) | $48.65(+26.10%) | 2026-03-31 | |
| VZLA | VIZSLA SILVER CORP | 4.11% | 7.58M | $25.0M | +22.91%(+1.41M) | $3.50(+0.01%) | 2026-03-31 | |
| LILAK | LIBERTY LATIN AMERICA LTD | 4% | 2.76M | $24.3M | -4.83%(-139.95K) | $6.61(+10.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.79% | +43.48% |
| Top 20 Holdings Unweighted | +20.28% | +74.00% |
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