Fourth Sail Capital LP: MERCADOLIBRE INC (MELI): Quarterly 13F Position History
As of Q1 2026, Fourth Sail Capital LP reported 32,940 shares of MERCADOLIBRE INC (MELI), worth $57.0M and representing 9.4% of its 13F equity book. Quarter-over-quarter share count change: + 32,940 (re-initiated) . The position first appeared in Q4 2023 and has been disclosed across 10 13F-HR filings in Pactolio's tracked window.
- 32,940Shares Held (Latest Filing)
- $57.0MReported Market Value (Latest Filing)
- 9.4%Portfolio Weight (% of 13F Equity Book)
- +32,940Quarter-over-Quarter Share Change
- +$57.0MQuarter-over-Quarter Value Change
- 32,940Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 32,940 | +32,940 | — | $57.0M | 9.4% | $1729.0 |
| Q4 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2024 | 0 | 10,034 | -100.0% | $0 | 0.0% | — |
| Q4 2023 | 10,034 | — | — | $15.8M | 5.0% | $1571.5 |
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 MELI position in 13F-HR filings?
Fourth Sail Capital LP first reported MERCADOLIBRE INC (MELI) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 10 reported quarters within Pactolio's tracked window.
What was Fourth Sail Capital LP's most recent quarter-over-quarter share-count change in MELI?
Between Q4 2025 and Q1 2026, Fourth Sail Capital LP added 32,940 shares of MELI (re-initiated), bringing the total reported position to 32,940 shares at a market value of $57.0M.
Does the implied price-per-share represent Fourth Sail Capital LP's cost basis in MELI?
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.