Fosse Capital Partners LLP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Fosse Capital Partners LLP disclosed 3 US equity positions worth $215.7m in its Q1 2025 13F filing. The largest position was LLYVK at 40.7% of the reported book, followed by GOOGL and TT. Against the Q4 2024 filing, it opened 0 new positions, added to 0 and reduced 3 among the top 3 holdings.
What did Fosse Capital Partners LLP own in Q1 2025? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | LLYVK LIBERTY MEDIA CORP DEL | 40.7% | $87.8m | 975,783 | -12% | reduced | |
| 2 | GOOGL ALPHABET INC | Communication Services | 34.1% | $73.5m | 475,124 | -15% | reduced |
| 3 | TT TRANE TECHNOLOGIES PLC | Industrials | 25.2% | $54.4m | 161,425 | -3% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.