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Foursixthree Capital Lp Top Holdings and 13F Report (2026)

About Foursixthree Capital Lp

Investment Activity

  • Foursixthree Capital Lp has $484.68 million in total holdings as of June 30, 2026.
  • Foursixthree Capital Lp owns shares of 17 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 73.86% of the portfolio was purchased this quarter.
  • About 28.14% of the portfolio was sold this quarter.
  • This quarter, Foursixthree Capital Lp has purchased 17 new stocks and bought additional shares in 7 stocks.
  • Foursixthree Capital Lp sold shares of 1 stock and completely divested from 8 stocks this quarter.

Largest Holdings

DPC HOLDINGS PLC
$100,290,905
CAPITAL SOUTHWEST CORP
$70,010,710
PEOPLE INC
$61,955,998
ECHOSTAR CORP
$44,674,819

Largest New Holdings this Quarter

G2R11M108 - DPC HOLDINGS PLC
$100,290,905 Holding
12685JAG0 - CABLE ONE INC
$38,359,860 Holding
92552V100 - Viasat
$36,030,784 Holding
81761L102 - Service Properties Trust
$22,229,969 Holding
829242106 - Sinclair
$8,242,927 Holding

Largest Purchases this Quarter

DPC HOLDINGS PLC
2,044,250 shares (about $100.29M)
PEOPLE INC
1,067,551 shares (about $49.28M)
CAPITAL SOUTHWEST CORP
38,003,000 shares (about $39.81M)
CABLE ONE INC
58,121,000 shares (about $38.36M)
Viasat
401,189 shares (about $36.03M)

Largest Sales this Quarter

DOW
115,500 shares (about $3.16M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFoursixthree Capital Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
DPC HOLDINGS PLC
$100,290,905$100,290,905 â–²New Holding2,044,25020.7%ORDINARY SHARES
CAPITAL SOUTHWEST CORP
$70,010,710$39,808,143 â–²131.8%66,836,00014.4%NOTE 5.125%11/1
PEOPLE INC
$61,955,998$49,278,154 â–²388.7%1,342,20112.8%COM NEW
Telephone and Data Systems, Inc. stock logo
TDS
Telephone and Data Systems
$52,024,291$17,200,583 â–²49.4%1,405,68210.7%Communication Services
ECHOSTAR CORP
$44,674,819$30,667,718 â–²218.9%440,1469.2%CL A
CABLE ONE INC
$38,359,860$38,359,860 â–²New Holding58,121,0007.9%NOTE 1.125% 3/1
Viasat Inc. stock logo
VSAT
Viasat
$36,030,784$36,030,784 â–²New Holding401,1897.4%Technology
Service Properties Trust stock logo
SVC
Service Properties Trust
$22,229,969$22,229,969 â–²New Holding13,153,8284.6%Real Estate
iHeartMedia, Inc. stock logo
IHRT
iHeartMedia
$16,802,789$5,674,078 â–²51.0%3,916,7343.5%Communication Services
Ramaco Resources, Inc. stock logo
METC
Ramaco Resources
$11,268,785$529,200 â–²4.9%851,7602.3%Materials
Sinclair, Inc. stock logo
SBGI
Sinclair
$8,242,927$8,242,927 â–²New Holding578,4511.7%Communication Services
Star Holdings stock logo
STHO
Star
$8,069,9800.0%883,8971.7%Real Estate
Dow Inc. stock logo
DOW
DOW
$4,172,400$3,160,080 â–¼-43.1%152,5000.9%Materials
XPLR INFRASTRUCTURE LP
$4,151,676$4,151,676 â–²New Holding351,5390.9%COM UNIT PART IN
Bitdeer Technologies Group stock logo
BTDR
Bitdeer Technologies Group
$2,380,500$2,380,500 â–²New Holding150,0000.5%Technology
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$2,292,760$2,292,760 â–²New Holding86,0000.5%Communication Services
Burford Capital Limited stock logo
BUR
Burford Capital
$1,715,850$820,000 â–²91.5%418,5000.4%Finance
CommScope Holding Company, Inc. stock logo
COMM
CommScope
$0$55,284,284 â–¼-100.0%00.0%Technology
Hologic, Inc. stock logo
HOLX
Hologic
$0$46,835,564 â–¼-100.0%00.0%Healthcare
USA TODAY CO INC
$0$16,260,409 â–¼-100.0%00.0%COM
Avis Budget Group, Inc. stock logo
CAR
Avis Budget Group
$0$13,126,500 â–¼-100.0%00.0%Industrials
OPTIMUM COMMUNICATIONS INC
$0$1,703,082 â–¼-100.0%00.0%CL A
SPECTRAL AI INC
$0$6,532 â–¼-100.0%00.0%*W EXP 09/11/202
Bridger Aerospace Group Holdings, Inc. stock logo
BAERW
Bridger Aerospace Group
$0$3,900 â–¼-100.0%00.0%Industrials
SunCar Technology Group Inc. stock logo
SDAWW
SunCar Technology Group
$0$2,500 â–¼-100.0%00.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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