Fourth Sail Capital LP: NCR ATLEOS CORPORATION (NATL): Quarterly 13F Position History
As of Q1 2026, Fourth Sail Capital LP reported 2,028,605 shares of NCR ATLEOS CORPORATION (NATL), worth $88.4M and representing 14.5% of its 13F equity book. Quarter-over-quarter share count change: + 1,147,037 (+130.1%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 2,028,605Shares Held (Latest Filing)
- $88.4MReported Market Value (Latest Filing)
- 14.5%Portfolio Weight (% of 13F Equity Book)
- +1,147,037Quarter-over-Quarter Share Change
- +$54.8MQuarter-over-Quarter Value Change
- 2,028,605Peak Reported Shares (Historical)
Recent initiation: Fourth Sail Capital LP first reported NATL on the Q4 2025 filing — 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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,028,605 | +1,147,037 | +130.1% | $88.4M | 14.5% | $43.6 |
| Q4 2025 | 881,568 | — | — | $33.6M | 5.4% | $38.1 |
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 NATL position in 13F-HR filings?
Fourth Sail Capital LP first reported NCR ATLEOS CORPORATION (NATL) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). 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 NATL?
Between Q4 2025 and Q1 2026, Fourth Sail Capital LP added 1,147,037 shares of NATL (+130.1%), bringing the total reported position to 2,028,605 shares at a market value of $88.4M.
Does the implied price-per-share represent Fourth Sail Capital LP's cost basis in NATL?
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.