Foursixthree Capital LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Foursixthree Capital LP disclosed 15 US equity positions worth $284.8m in its Q3 2025 13F filing. The largest position was TDS at 19.1% of the reported book, followed by ECHO and VISN. Against the Q2 2025 filing, it opened 1 new position, added to 4 and reduced 5 among the top 15 holdings.
What did Foursixthree Capital LP own in Q3 2025? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TDS TELEPHONE & DATA SYS INC | Communication Services | 19.1% | $54.3m | 1,383,499 | -15% | reduced |
| 2 | ECHO ECHOSTAR CORP | Communication Services | 16.0% | $45.7m | 598,112 | – | new |
| 3 | VISN COMMSCOPE HLDG CO INC | Technology | 15.2% | $43.2m | 2,792,862 | -32% | reduced |
| 4 | LITE LUMENTUM HLDGS INC | Technology | 11.7% | $33.4m | 205,368 | 764% | added |
| 5 | CIEN CIENA CORP | Technology | 10.2% | $28.9m | 198,499 | -31% | reduced |
| 6 | CAPITAL SOUTHWEST CORP | 7.5% | $21.4m | 21,500,000 | 0% | held | |
| 7 | ROIV ROIVANT SCIENCES LTD | Healthcare | 5.0% | $14.2m | 938,175 | 4% | added |
| 8 | LITE LUMENTUM HLDGS INC | 3.8% | $10.9m | 4,500,000 | -83% | reduced | |
| 9 | OPTU ALTICE USA INC | Communication Services | 3.4% | $9.8m | 4,055,638 | 13% | added |
| 10 | ABUS ARBUTUS BIOPHARMA CORP | Healthcare | 3.2% | $9.0m | 1,978,975 | -23% | reduced |
| 11 | STHO STAR HLDGS | 2.6% | $7.3m | 883,897 | 0% | held | |
| 12 | IHRT IHEARTMEDIA INC | 2.4% | $6.8m | 2,357,590 | 25% | added | |
| 13 | SPECTRAL AI INC | 0.0% | $8.1k | 11,666 | 0% | held | |
| 14 | BRIDGER AEROSPACE GRP HLDGS | 0.0% | $770 | 10,000 | 0% | held | |
| 15 | SUNCAR TECHNOLOGY GROUP INC | 0.0% | $578 | 10,000 | 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.