Fourth Sail Capital LP: BRINKS CO (BCO): Quarterly 13F Position History
As of Q1 2026, Fourth Sail Capital LP reported 415,428 shares of BRINKS CO (BCO), worth $43.1M and representing 7.1% of its 13F equity book. Quarter-over-quarter share count change: + 415,428 (re-initiated) . The position first appeared in Q1 2024 and has been disclosed across 9 13F-HR filings in Pactolio's tracked window.
- 415,428Shares Held (Latest Filing)
- $43.1MReported Market Value (Latest Filing)
- 7.1%Portfolio Weight (% of 13F Equity Book)
- +415,428Quarter-over-Quarter Share Change
- +$43.1MQuarter-over-Quarter Value Change
- 415,428Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 9 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 415,428 | +415,428 | — | $43.1M | 7.1% | $103.6 |
| Q4 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2025 | 0 | 281,500 | -100.0% | $0 | 0.0% | — |
| Q2 2025 | 281,500 | +281,500 | — | $25.1M | 5.2% | $89.3 |
| Q1 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2024 | 0 | 124,500 | -100.0% | $0 | 0.0% | — |
| Q1 2024 | 124,500 | — | — | $11.5M | 3.4% | $92.4 |
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, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Fourth Sail Capital LP first disclose a BCO position in 13F-HR filings?
Fourth Sail Capital LP first reported BRINKS CO (BCO) on its 13F-HR filing for the period ending 2024-03-31 (Q1 2024). The position has appeared on 9 reported quarters within Pactolio's tracked window.
What was Fourth Sail Capital LP's most recent quarter-over-quarter share-count change in BCO?
Between Q4 2025 and Q1 2026, Fourth Sail Capital LP added 415,428 shares of BCO (re-initiated), bringing the total reported position to 415,428 shares at a market value of $43.1M.
Does the implied price-per-share represent Fourth Sail Capital LP's cost basis in BCO?
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.