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Foursixthree Capital LP 13F holdings, Q4 2024

Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →

Foursixthree Capital LP disclosed 12 US equity positions worth $114.8m in its Q4 2024 13F filing. The largest position was TDS at 40.2% of the reported book, followed by VISN and EQT.

· Q1 2025 →

What did Foursixthree Capital LP own in Q4 2024? Top 12 positions

#StockSectorWeightValueSharesΔ sharesvs prior
1 TDS TELEPHONE & DATA SYS INC Communication Services 40.2%$46.1m1,350,816 –
2 VISN COMMSCOPE HLDG CO INC Technology 27.0%$31.0m5,948,421 –
3 EQT EQT CORP Energy 11.6%$13.3m289,285 –
4 STHO STAR HLDGS 8.0%$9.2m946,296 –
5 INDIVIOR PLC 4.0%$4.6m373,231 –
6 NBIS NEBIUS GROUP N.V. Communication Services 3.1%$3.6m130,000 –
7 TMQ TRILOGY METALS INC NEW 2.6%$3.0m2,546,289 –
8 OPTU ALTICE USA INC Communication Services 2.1%$2.4m976,314 –
9 OFFICE PPTYS INCOME TR 1.4%$1.6m1,578,701 –
10 SPECTRAL AI INC 0.0%$8.9k11,666 –
11 SUNCAR TECHNOLOGY GROUP INC 0.0%$3.2k10,000 –
12 BRIDGER AEROSPACE GRP HLDGS 0.0%$43710,000 –

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.