Fourth Sail Capital LP: METHANEX CORP (MEOH): Quarterly 13F Position History
As of Q2 2026, Fourth Sail Capital LP reported 595,817 shares of METHANEX CORP (MEOH), worth $27.5M and representing 4.2% of its 13F equity book. Quarter-over-quarter share count change: + 271,915 (+83.9%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 595,817Shares Held (Latest Filing)
- $27.5MReported Market Value (Latest Filing)
- 4.2%Portfolio Weight (% of 13F Equity Book)
- +271,915Quarter-over-Quarter Share Change
- +$8.2MQuarter-over-Quarter Value Change
- 595,817Peak Reported Shares (Historical)
Recent initiation: Fourth Sail Capital LP first reported MEOH on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 595,817 | +271,915 | +83.9% | $27.5M | 4.2% | $46.1 |
| Q1 2026 | 323,902 | – | – | $19.3M | 3.2% | $59.5 |
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 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 MEOH position in 13F-HR filings?
Fourth Sail Capital LP first reported METHANEX CORP (MEOH) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Fourth Sail Capital LP's most recent quarter-over-quarter share-count change in MEOH?
Between Q1 2026 and Q2 2026, Fourth Sail Capital LP added 271,915 shares of MEOH (+83.9%), bringing the total reported position to 595,817 shares at a market value of $27.5M.
Does the implied price-per-share represent Fourth Sail Capital LP's cost basis in MEOH?
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.