IFS β€” INTERCORP FINL SVCS INC

Ownership history in Fourth Sail Capital LP  Β·  3 quarters on record

AI Ownership Summary

Fourth Sail Capital LP reported INTERCORP FINL SVCS INC (IFS) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 3.62% in 2025 Q2. The latest visible filing shows IFS at 2.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IFS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fourth Sail Capital LP's position in INTERCORP FINL SVCS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IFS was reported at 2.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.62% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Fourth Sail Capital LP held IFS β€” position size vs. price
% of Fund (quarterly)    IFS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 230,003 -228,971 -49.9% 2.24% $9.3M 2025-11-14 $39.64
2025 Q2 ADDED 458,974 +201,100 +78.0% 3.62% $17.5M 2025-08-07 $37.21
2025 Q1 INITIATED 257,874 β€” β€” 2.00% $8.5M 2025-05-09 $34.36

FAQ About Fourth Sail Capital LP and IFS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fourth Sail Capital LP reported owning IFS?

Fourth Sail Capital LP reported IFS across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported IFS position in Fourth Sail Capital LP's portfolio?

The largest reported portfolio weight for IFS was 3.62% in 2025 Q2.

What is the latest reported IFS position on this page?

The most recent filing on this page is 2025 Q3, when Fourth Sail Capital LP reported 230,003 shares, equal to 2.24% of portfolio, with an estimated market value of $9.3M.

What does the chart on this IFS ownership page compare?

The chart compares Fourth Sail Capital LP's quarterly IFS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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