Fourth Sail Capital LP Purchases and Sells in Q3 2025

Fourth Sail Capital LP

$414 Billion
Q3 2025

Top Buys

Incresed Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SLVM	388K + 238.83%	$40.4 - $53.01 $15.7M - $20.6M	551K $24.4B
CEPU	1.92M + 1292.64%	$7.68 - $12.96 $14.8M - $24.9M	2.07M $16.6B
TGS	362K + 142.88%	$20.12 - $30.01 $7.28M - $10.9M	615K $12.9B
SMITHFIELD FOODS INC	199K + 25.36%	N/A	982K $23B
GDYN	1.19M + 73.16%	$7.5 - $12.39 $8.91M - $14.7M	2.81M $21.7B
LOMA	915K + 62.82%	$7.13 - $12.48 $6.53M - $11.4M	2.37M $17.5B

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HRL	705K New	$24.31 - $31.54 $17.1M - $22.2M	705K $17.4B
GPRK	2.71M New	$5.97 - $7.25 $16.2M - $19.6M	2.71M $17.3B
BBB FOODS INC	626K New	N/A	626K $16.9B
WU	1.95M New	$7.88 - $8.84 $15.4M - $17.2M	1.95M $15.6B
VIST	396K New	$33.7 - $48.92 $13.4M - $19.4M	396K $13.6B
ACN	55.2K New	$232.56 - $304.78 $12.8M - $16.8M	55.2K $13.6B

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MAC COPPER LIMITED	-4.81M - 88.15%	N/A	647K $7.89B
BAP	-51.6K - 68.71%	$220.56 - $278.29 $11.4M - $14.4M	23.5K $6.25B
IFS	-229K - 49.89%	$35.71 - $41.97 $8.18M - $9.61M	230K $9.28B
LILAK	-1.47M - 38.41%	$6.26 - $8.46 $9.22M - $12.5M	2.36M $19.9B
URG	-9.68M - 49.27%	$1.03 - $1.76 $9.97M - $17M	9.97M $17.8B
LILA	-669K - 47.2%	$6.13 - $8.3 $4.1M - $5.56M	749K $6.21B

Activity Summary All Purchases 17 New Holdings 10 Increased Positions 7 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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