Fourth Sail Capital LP - Q42025 Holdings

Fourth Sail Capital LP holds 30 stocks with a total portfolio value of $ 623.37M as of Q42025. In Q42025, Fourth Sail Capital LP added 9 new positions, increased stakes in 14 stocks, reduced 7 holdings, and fully exited 7 positions. The largest holding is Banco Bbva Argentina S A (BBAR), representing 8.25% of the total portfolio.