Fourth Sail Capital LP Purchases and Sells in Q2 2025

Fourth Sail Capital LP

$483 Billion
Q2 2025

Top Buys

Incresed Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MAC COPPER LIMITED	271K + 5.24%	N/A	5.46M $66B
URG	7.35M + 59.77%	$0.56 - $1.13 $4.12M - $8.3M	19.6M $20.6B
IFS	201K + 77.98%	$29.66 - $38.13 $5.96M - $7.67M	459K $17.5B
LILAK	1.3M + 51.39%	$4.54 - $6.34 $5.91M - $8.25M	3.84M $23.9B
DLO	390K + 33.75%	$7.88 - $11.79 $3.08M - $4.6M	1.55M $17.5B
EPAM	18.7K + 35.28%	N/A	71.7K $12.7B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NU	2.28M New	$9.6 - $13.72 $21.8M - $31.2M	2.28M $31.2B
BBAR	1.79M New	$14.94 - $22.35 $26.7M - $39.9M	1.79M $29.4B
BCO	282K New	$82.06 - $94.4 $23.1M - $26.6M	282K $25.1B
SMITHFIELD FOODS INC	783K New	N/A	783K $18.4B
VIZSLA SILVER CORP	4.33M New	N/A	4.33M $12.7B
PPTA	1M New	$8.98 - $17.13 $9.01M - $17.2M	1M $12.2B

Top Sells

Reduced Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DAVA	-675K - 47.99%	$13.81 - $21.5 $9.32M - $14.5M	731K $11.2B
BAP	-78.3K - 51.05%	$169.89 - $223.9 $13.3M - $17.5M	75.1K $16.8B
IRSA INVERSIONES Y REP S A	-109K - 19.4%	N/A	454K $6.33B
BPOP	-7.38K - 6.14%	$81.63 - $110.51 $603K - $816K	113K $12.4B
CPA	-19.9K - 9.73%	$83.12 - $109.97 $1.66M - $2.19M	185K $20.3B
CAAP	-63.2K - 3.99%	$15.97 - $21.92 $1.01M - $1.38M	1.52M $30.8B

Activity Summary All Purchases 18 New Holdings 8 Increased Positions 10 All Sells 6 Reductions 6 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fourth Sail Capital LP, based on Form 13F filings with the SEC.

News

Stay updated on Fourth Sail Capital LP with notifications on news.