Fosse Capital Partners LLP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Fosse Capital Partners LLP disclosed 2 US equity positions worth $172.6m in its Q2 2025 13F filing. The largest position was LLYVK at 59.1% of the reported book. Against the Q1 2025 filing, it opened 0 new positions, added to 0 and reduced 0 among the top 2 holdings.
What did Fosse Capital Partners LLP own in Q2 2025? Top 2 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | LLYVK LIBERTY MEDIA CORP DEL | 59.1% | $102.0m | 975,783 | 0% | held | |
| 2 | TT TRANE TECHNOLOGIES PLC | Industrials | 40.9% | $70.6m | 161,425 | 0% | held |
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.