Fourth Sail Capital LP Portfolio Holdings by Sector

Fourth Sail Capital LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Banks—Regional \| Financial Services GGAL BBAR BAP BPOP 4 stocks	$68.4 Million 24.87% of portfolio	1	2	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology DAVA DLO 2 stocks	$41.8 Million 15.2% of portfolio	-	2	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials VALE 1 stocks	$31.3 Million 11.39% of portfolio	1	-	1	-	0 Calls 0 Puts
Airports & Air Services \| Industrials CAAP 1 stocks	$27.1 Million 9.87% of portfolio	-	1	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials BIOX 1 stocks	$22.5 Million 8.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Airlines \| Industrials CPA 1 stocks	$18.3 Million 6.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology GDYN 1 stocks	$15 Million 5.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology VTEX 1 stocks	$14.2 Million 5.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Uranium \| Energy URG 1 stocks	$13.6 Million 4.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Other Precious Metals & Mining \| Basic Materials PPTA 1 stocks	$8.77 Million 3.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Gold \| Basic Materials DC EQX 2 stocks	$6.41 Million 2.33% of portfolio	1	1	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy YPF 1 stocks	$5.67 Million 2.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services EZPW 1 stocks	$1.94 Million 0.7% of portfolio	-	1	-	-	0 Calls 0 Puts

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