Foursixthree Capital LP
NEW YORK, NY
$370m in 13 US stocks at the end of 30 June 2026. The top 10 are 97.6% of the money. It changed about 63.7% of the portfolio this quarter.
Value
$370m
Stocks
13
Top 10 share
97.6%
Turnover
63.7%
What changed this quarter
New
Bought for the first time this quarter.
- DPC HoldingsDPC27.1% of the fund
- ViasatVSAT9.7% of the fund
- Service Properties TrustSVC6.0% of the fund
- SinclairSBGI2.2% of the fund
- Xplr Infrastructure LPXIFR1.1% of the fund
- Bitdeer Technologies GroupBTDR0.6% of the fund
- Warner Bros. DiscoveryWBD0.6% of the fund
Added
Bought more of a stock they already held.
- People Inc.PPLI16.7% of the fund+389%
- Telephone & Data SystemsTDS14.0% of the fund+49%
- EchoStarECHO12.1% of the fund+219%
- iHeartMediaIHRT4.5% of the fund+51%
- Ramaco ResourcesMETC3.0% of the fund+5%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
- Vistance NetworksVISN-100%
- Hologic-100%
- USA TodayTDAY-100%
- Avis Budget GroupCAR-100%
- Optimum CommunicationsOPTU-100%
- Spectral AIMDAIW-100%
- Bridger Aerospace GRP HldgsBAERW-100%
- Suncar Technology GroupSDAWW-100%
Holdings
- DPC HoldingsDPC
- Share
- 27.1%
- Value
- $100m
- Shares
- 2,044,250
New
- Xplr Infrastructure LPXIFR
- Share
- 1.1%
- Value
- $4m
- Shares
- 351,539
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| DPC HoldingsDPC | 27.1% | $100m | 2,044,250 | New |
| People Inc.PPLI | 16.7% | $62m | 1,342,201 | +389% |
| Telephone & Data SystemsTDS | 14.0% | $52m | 1,405,682 | +49% |
| EchoStarECHO | 12.1% | $45m | 440,146 | +219% |
| ViasatVSAT | 9.7% | $36m | 401,189 | New |
| Service Properties TrustSVC | 6.0% | $22m | 13,153,828 | New |
| iHeartMediaIHRT | 4.5% | $17m | 3,916,734 | +51% |
| Ramaco ResourcesMETC | 3.0% | $11m | 851,760 | +5% |
| SinclairSBGI | 2.2% | $8m | 578,451 | New |
| Star HoldingsSTHO | 2.2% | $8m | 883,897 | Held |
| Xplr Infrastructure LPXIFR | 1.1% | $4m | 351,539 | New |
| Bitdeer Technologies GroupBTDR | 0.6% | $2m | 150,000 | New |
| Warner Bros. DiscoveryWBD | 0.6% | $2m | 86,000 | New |
Options (2)
- DOWDOW
- Type
- Put
- Value
- $4m
- Contracts
- 152,500
- Burford CapitalBUR
- Type
- Put
- Value
- $2m
- Contracts
- 418,500
| Company | Type | Value | Contracts |
|---|---|---|---|
| DOWDOW | Put | $4m | 152,500 |
| Burford CapitalBUR | Put | $2m | 418,500 |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 138.5% since 30 June 2025.
Where the money is
Media & telecom43.2%
Materials27.1%
Technology16.7%
Real estate8.2%
Energy3.0%
Financial services0.6%
Other1.1%
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.