Long-term investor

Fourth Sail Capital LP @fourthsailcapitallp

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001803158).

Record

  • Tracked since 2025-06-30 (454 days), 124 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +16.2%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • BCO · 14.1% · long · since 2025-06-30
  • DLO · 7.8% · long · since 2025-06-30
  • AVO · 7.1% · long · since 2025-12-31
  • BAP · 7.1% · long · since 2025-06-30
  • 880890108 · 4.4% · long · since 2026-06-30
  • HRL · 4.2% · long · since 2025-09-30
  • MEOH · 4.2% · long · since 2026-03-31
  • VIST · 4.0% · long · since 2025-09-30
  • SFD · 3.9% · long · since 2025-06-30
  • CEPU · 3.8% · long · since 2025-06-30
  • 92859G608 · 3.8% · long · since 2025-06-30
  • XP · 3.7% · long · since 2026-06-30

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