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Thiago Doria

Fourth Sail Capital Lp

Assets Managed
$608.399M
Holdings
25
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
-2.4%(2Q avg: 24.12%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Fourth Sail Capital Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 25 positions.

Assets under management

The assets under management (AUM) of Fourth Sail Capital Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 608.399M in assets, with a quarterly growth rate of -2.4% and a 2-quarter average growth rate of 24.12%. The portfolio is managed by Thiago Doria, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NATL
Ncr Atleos Corp
Recent Activity
Increased 130.12%
14.54%
$88.407M
2.029M shares@ $43.59 avg price
MELI
Mercadolibre Inc
Recent Activity
New Position
9.37%
$56.954M
32,940 shares@ $1729.03 avg price
BCO
Brink's Co The
Recent Activity
New Position
7.08%
$43.051M
415,428 shares@ $103.63 avg price
SFD
Smithfield Foods Inc
Recent Activity
Decreased -2.14%
5.14%
$31.219M
1.116M shares@ $27.97 avg price
DLO
Dlocal Ltd
Recent Activity
Increased 24.3%
4.84%
$29.402M
2.267M shares@ $12.98 avg price
TEO
Telecom Argentina Sa-sp Adr
Recent Activity
Increased 451.39%
4.81%
$29.225M
2.5M shares@ $11.69 avg price
LOMA
Loma Negra Cia Ind-spon Adr
Recent Activity
Increased 2.75%
4.51%
$27.392M
2.47M shares@ $11.09 avg price
TECK
Teck Resources Ltd-cls B
Recent Activity
Increased 236.22%
4.25%
$25.837M
499,272 shares@ $51.75 avg price
VZLA
Vizsla Silver Corp
Recent Activity
Increased 22.91%
4.12%
$25.011M
7.579M shares@ $3.31 avg price
LILAK
Liberty Latin Americ-cl C
Recent Activity
Decreased -4.83%
4%
$24.306M
2.756M shares@ $8.83 avg price

1-10 of 25