Fourth Sail Capital LP: VISTA ENERGY S.A.B. DE C.V. (VIST): Quarterly 13F Position History
As of Q2 2026, Fourth Sail Capital LP reported 415,100 shares of VISTA ENERGY S.A.B. DE C.V. (VIST), worth $26.5M and representing 4.0% of its 13F equity book. Quarter-over-quarter share count change: + 175,100 (+73.0%) . The position first appeared in Q3 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.
- 415,100Shares Held (Latest Filing)
- $26.5MReported Market Value (Latest Filing)
- 4.0%Portfolio Weight (% of 13F Equity Book)
- +175,100Quarter-over-Quarter Share Change
- +$8.4MQuarter-over-Quarter Value Change
- 415,100Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 415,100 | +175,100 | +73.0% | $26.5M | 4.0% | $63.8 |
| Q1 2026 | 240,000 | +240,000 | – | $18.1M | 3.0% | $75.5 |
| Q4 2025 | 0 | 396,200 | -100.0% | $0 | 0.0% | – |
| Q3 2025 | 396,200 | – | – | $13.6M | 3.3% | $34.4 |
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 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 VIST position in 13F-HR filings?
Fourth Sail Capital LP first reported VISTA ENERGY S.A.B. DE C.V. (VIST) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.
What was Fourth Sail Capital LP's most recent quarter-over-quarter share-count change in VIST?
Between Q1 2026 and Q2 2026, Fourth Sail Capital LP added 175,100 shares of VIST (+73.0%), bringing the total reported position to 415,100 shares at a market value of $26.5M.
Does the implied price-per-share represent Fourth Sail Capital LP's cost basis in VIST?
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.