FOURSIXTHREE CAPITAL LP — 13F holdings

FOURSIXTHREE CAPITAL LP reported 17 holdings worth $485M in its 13F filing for Q2 2026, filed August 14, 2026. That's up 80.6% from $268M in Q1 2026, when it reported 18 holdings. Its 10 largest positions make up 93.6% of the portfolio.

FOURSIXTHREE CAPITAL LP's largest positions in Q2 2026

  1. DPC DPC HOLDINGS PLC — $100M (20.7%) · new position
  2. CAPITAL SOUTHWEST CORP — $70.0M (14.4%) · added 132%
  3. PPLI IAC INC — $62.0M (12.8%) · added 389%
  4. TDS TELEPHONE & DATA SYS INC — $52.0M (10.7%) · added 49%
  5. ECHO ECHOSTAR CORP — $44.7M (9.2%) · added 219%
  6. CABLE ONE INC — $38.4M (7.9%) · new position
  7. VSAT VIASAT INC — $36.0M (7.4%) · new position
  8. SERVICE PPTYS TR — $22.2M (4.6%) · new position
  9. IHRT IHEARTMEDIA INC — $16.8M (3.5%) · added 51%
  10. METC RAMACO RES INC — $11.3M (2.3%) · added 5%
  11. SBGI Sinclair Inc — $8.24M (1.7%) · new position
  12. STHO STAR HLDGS — $8.07M (1.7%) · unchanged
  13. DOW DOW INC — $4.17M (0.9%) · cut 43%
  14. XIFR XPLR INFRASTRUCTURE LP — $4.15M (0.9%) · new position
  15. BTDR BITDEER TECHNOLOGIES GROUP — $2.38M (0.5%) · new position
  16. WBD WARNER BROS DISCOVERY INC — $2.29M (0.5%) · new position
  17. BUR BURFORD CAP LTD — $1.72M (0.4%) · added 92%

What FOURSIXTHREE CAPITAL LP bought in Q2 2026

8 new positions and 7 positions added to.

  1. DPC DPC HOLDINGS PLC — new position, about $100M
  2. PPLI IAC INC — added, about $49.3M
  3. CAPITAL SOUTHWEST CORP — added, about $39.8M
  4. CABLE ONE INC — new position, about $38.4M
  5. VSAT VIASAT INC — new position, about $36.0M
  6. ECHO ECHOSTAR CORP — added, about $30.7M
  7. SERVICE PPTYS TR — new position, about $22.2M
  8. TDS TELEPHONE & DATA SYS INC — added, about $17.2M
  9. SBGI Sinclair Inc — new position, about $8.24M
  10. IHRT IHEARTMEDIA INC — added, about $5.67M

What FOURSIXTHREE CAPITAL LP sold in Q2 2026

8 positions sold out and 1 reduced.

  1. HOLX HOLOGIC INC — sold out, about $46.8M
  2. VISN COMMSCOPE HLDG CO INC — sold out, about $38.8M
  3. TDAY GANNETT CO INC — sold out, about $19.7M
  4. CAR AVIS BUDGET GROUP — sold out, about $13.3M
  5. DOW DOW INC — cut 43%, about $3.16M
  6. OPTU ALTICE USA INC — sold out, about $1.90M

FOURSIXTHREE CAPITAL LP portfolio value by quarter

What does FOURSIXTHREE CAPITAL LP own?

Its largest positions in Q2 2026 were DPC, CAPITAL SOUTHWEST CORP, PPLI, TDS, ECHO, out of 17 holdings worth $485M.

What did FOURSIXTHREE CAPITAL LP buy last quarter?

In Q2 2026 it opened 8 new positions and added to 7; the largest buys were DPC, PPLI, CAPITAL SOUTHWEST CORP.

What did FOURSIXTHREE CAPITAL LP sell last quarter?

In Q2 2026 it sold out of 8 positions and reduced 1, including HOLX, VISN, TDAY.