Foursixthree Capital LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Foursixthree Capital LP disclosed 15 US equity positions worth $478.8m in its Q2 2026 13F filing. The largest position was DPC at 20.9% of the reported book, followed by CAPITAL SOUTHWEST CORP and PPLI. Against the Q1 2026 filing, it opened 8 new positions, added to 6 and reduced 0 among the top 15 holdings.
What did Foursixthree Capital LP own in Q2 2026? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | DPC DPC HOLDINGS PLC | Industrials | 20.9% | $100.3m | 2,044,250 | – | new |
| 2 | CAPITAL SOUTHWEST CORP | 14.6% | $70.0m | 66,836,000 | 132% | added | |
| 3 | PPLI PEOPLE INC | Communication Services | 12.9% | $62.0m | 1,342,201 | 389% | added |
| 4 | TDS TELEPHONE & DATA SYS INC | Communication Services | 10.9% | $52.0m | 1,405,682 | 49% | added |
| 5 | ECHO ECHOSTAR CORP | Communication Services | 9.3% | $44.7m | 440,146 | 219% | added |
| 6 | CABLE ONE INC | 8.0% | $38.4m | 58,121,000 | – | new | |
| 7 | VSAT VIASAT INC | Technology | 7.5% | $36.0m | 401,189 | – | new |
| 8 | SERVICE PPTYS TR | 4.6% | $22.2m | 13,153,828 | – | new | |
| 9 | IHRT IHEARTMEDIA INC | 3.5% | $16.8m | 3,916,734 | 51% | added | |
| 10 | METC RAMACO RES INC | Basic Materials | 2.4% | $11.3m | 851,760 | 5% | added |
| 11 | SBGI SINCLAIR INC | Communication Services | 1.7% | $8.2m | 578,451 | – | new |
| 12 | STHO STAR HLDGS | 1.7% | $8.1m | 883,897 | 0% | held | |
| 13 | XIFR XPLR INFRASTRUCTURE LP | Utilities | 0.9% | $4.2m | 351,539 | – | new |
| 14 | BTDR BITDEER TECHNOLOGIES GROUP | Technology | 0.5% | $2.4m | 150,000 | – | new |
| 15 | WBD WARNER BROS DISCOVERY INC | Communication Services | 0.5% | $2.3m | 86,000 | – | 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.