Fosse Capital Partners LLP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Fosse Capital Partners LLP disclosed 3 US equity positions worth $182.0m in its Q2 2026 13F filing. The largest position was LLYVK at 44.8% of the reported book, followed by TT and HONA. Against the Q1 2026 filing, it opened 1 new position, added to 0 and reduced 1 among the top 3 holdings.
What did Fosse Capital Partners LLP own in Q2 2026? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 44.8% | $81.6m | 857,695 | 0% | held |
| 2 | TT TRANE TECHNOLOGIES PLC | Industrials | 35.6% | $64.7m | 131,737 | -12% | reduced |
| 3 | HONA HONEYWELL AEROSPACE INC | Industrials | 19.6% | $35.7m | 161,300 | – | new |
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.