Foursixthree Capital Lp Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Foursixthree Capital Lp disclosed 13 stock positions valued at approximately $478.79M as of quarter-end June 30, 2026. The largest holdings include DPC HOLDINGS PLC, PEOPLE INC, and TELEPHONE & DATA SYS INC.

Report Period
June 30, 2026
No. of Stocks
13
Portfolio Value
$478.79M
Holdings by Sector
Foursixthree Capital Lp Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
DPC HOLDINGS PLCDPCOther20.95%2,044,250+2,044,250+100.00%$100,290,905
PEOPLE INCIACCommunication Services12.94%1,342,201+1,067,551+388.70%$61,955,998
TELEPHONE & DATA SYS INCTDSCommunication Services10.87%1,405,682+464,755+49.39%$52,024,291
ECHOSTAR CORPSATSTechnology9.33%440,146+302,145+218.94%$44,674,819
VIASAT INCVSATTechnology7.53%401,189+401,189+100.00%$36,030,784
SERVICE PPTYS TRSVCReal Estate4.64%13,153,828+13,153,828+100.00%$22,229,969
IHEARTMEDIA INCIHRTCommunication Services3.51%3,916,734+1,322,629+50.99%$16,802,789
RAMACO RES INCMETCBasic Materials2.35%851,760+40,000+4.93%$11,268,785
SINCLAIR INCSBGICommunication Services1.72%578,451+578,451+100.00%$8,242,927
STAR HLDGSSTHOReal Estate1.69%883,897--$8,069,980
XPLR INFRASTRUCTURE LPNEPUtilities0.87%351,539+351,539+100.00%$4,151,676
BITDEER TECHNOLOGIES GROUPBTDROther0.50%150,000+150,000+100.00%$2,380,500
WARNER BROS DISCOVERY INCWBDCommunication Services0.48%86,000+86,000+100.00%$2,292,760
Showing 13 of 13 holdings in the latest reporting period.
Foursixthree Capital Lp Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026DOWDow Inc.PUT152,500$4,172,400
Q2 2026BURBurford CapitalPUT418,500$1,715,850
Showing 2 of 2 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.

Foursixthree Capital Lp Portfolio Stock Holdings | InsiderSet