Fourth Sail Capital LP - Q22026 Holdings

Fourth Sail Capital LP holds 26 stocks with a total portfolio value of $ 659.89M as of Q22026. In Q22026, Fourth Sail Capital LP added 12 new positions, increased stakes in 8 stocks, reduced 5 holdings, and fully exited 11 positions. The largest holding is Brinks Co (BCO), representing 14.12% of the total portfolio.