Fosse Capital Partners LLP
LONDON, X0
$182m in 3 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 19.6% of the portfolio this quarter.
Value
$182m
Stocks
3
Top 10 share
100.0%
Turnover
19.6%
What changed this quarter
New
Bought for the first time this quarter.
- Honeywell AerospaceHONA19.6% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Trane TechnologiesTT35.6% of the fund-12%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Honeywell AerospaceHONA
- Share
- 19.6%
- Value
- $36m
- Shares
- 161,300
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Liberty MediaFWONK | 44.8% | $82m | 857,695 | Held |
| Trane TechnologiesTT | 35.6% | $65m | 131,737 | -12% |
| Honeywell AerospaceHONA | 19.6% | $36m | 161,300 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 5.4% since 30 June 2025.
Where the money is
Industrials55.2%
Media & telecom44.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.