Fourth Sail Capital LP: MISSION PRODUCE INC (AVO): Quarterly 13F Position History
As of Q2 2026, Fourth Sail Capital LP reported 3,976,272 shares of MISSION PRODUCE INC (AVO), worth $46.9M and representing 7.1% of its 13F equity book. Quarter-over-quarter share count change: + 2,867,072 (+258.5%) . The position first appeared in Q4 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 3,976,272Shares Held (Latest Filing)
- $46.9MReported Market Value (Latest Filing)
- 7.1%Portfolio Weight (% of 13F Equity Book)
- +2,867,072Quarter-over-Quarter Share Change
- +$31.6MQuarter-over-Quarter Value Change
- 3,976,272Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,976,272 | +2,867,072 | +258.5% | $46.9M | 7.1% | $11.8 |
| Q1 2026 | 1,109,200 | +1,046,675 | +1674.0% | $15.3M | 2.5% | $13.8 |
| Q4 2025 | 62,525 | – | – | $725.3K | 0.1% | $11.6 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Fourth Sail Capital LP first disclose a AVO position in 13F-HR filings?
Fourth Sail Capital LP first reported MISSION PRODUCE INC (AVO) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was Fourth Sail Capital LP's most recent quarter-over-quarter share-count change in AVO?
Between Q1 2026 and Q2 2026, Fourth Sail Capital LP added 2,867,072 shares of AVO (+258.5%), bringing the total reported position to 3,976,272 shares at a market value of $46.9M.
Does the implied price-per-share represent Fourth Sail Capital LP's cost basis in AVO?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.