Foursixthree Capital LP 13F Holdings · Q2 2026
Foursixthree Capital LP reported 15 securities worth $484.68M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DPC (20.69%), CSWCL (14.44%), PPLI (12.78%). Among its top 25 positions this quarter: 8 new, 7 added, 1 trimmed, 8 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DPC | DPC HOLDINGS PLC | $100.3M | 20.69% | 2.0M | New |
| 2 | CSWCL | CAPITAL SOUTHWEST CORP | $70.0M | 14.44% | 0 | Added |
| 3 | PPLI | PEOPLE INC | $62.0M | 12.78% | 1.3M | Added |
| 4 | TDS | TELEPHONE & DATA SYS INC | $52.0M | 10.73% | 1.4M | Added |
| 5 | ECHO | ECHOSTAR CORP | $44.7M | 9.22% | 440,146 | Added |
| 6 | CABO | CABLE ONE INC | $38.4M | 7.91% | 0 | New |
| 7 | VSAT | VIASAT INC | $36.0M | 7.43% | 401,189 | New |
| 8 | SVC | SERVICE PPTYS TR | $22.2M | 4.59% | 13.2M | New |
| 9 | IHRT | IHEARTMEDIA INC | $16.8M | 3.47% | 3.9M | Added |
| 10 | METC | RAMACO RES INC | $11.3M | 2.33% | 851,760 | Added |
| 11 | SBGI | SINCLAIR INC | $8.2M | 1.70% | 578,451 | New |
| 12 | STHO | STAR HLDGS | $8.1M | 1.67% | 883,897 | Hold |
| 13 | DOW | DOW HLDGS INC | $4.2M | 0.86% | 152,500 | Trimmed |
| 14 | XIFR | XPLR INFRASTRUCTURE LP | $4.2M | 0.86% | 351,539 | New |
| 15 | BTDR | BITDEER TECHNOLOGIES GROUP | $2.4M | 0.49% | 150,000 | New |
| 16 | WBD | WARNER BROS DISCOVERY INC | $2.3M | 0.47% | 86,000 | New |
| 17 | BUR | BURFORD CAPITAL LIMITED | $1.7M | 0.35% | 418,500 | Added |
| 18 | BAERW | BRIDGER AEROSPACE GRP HLDGS | $0 | 0.00% | 0 | Exited |
| 19 | CAR | AVIS BUDGET GROUP INC | $0 | 0.00% | 0 | Exited |
| 20 | HOLX | HOLOGIC INC | $0 | 0.00% | 0 | Exited |
| 21 | MDAIW | SPECTRAL AI INC | $0 | 0.00% | 0 | Exited |
| 22 | OPTU | OPTIMUM COMMUNICATIONS INC | $0 | 0.00% | 0 | Exited |
| 23 | SDAWW | SUNCAR TECHNOLOGY GROUP INC | $0 | 0.00% | 0 | Exited |
| 24 | TDAY | USA TODAY CO INC | $0 | 0.00% | 0 | Exited |
| 25 | VISN | VISTANCE NETWORKS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR