Foursixthree Capital LP
Foursixthree Capital LP reported 13 US-listed holdings worth $370.4 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: DPC Holdings PLC (27.1%), People Inc. (16.7%) and Telephone & Data Systems Inc. (14.0%). Against the quarter before, it opened 7 positions, added to 5, trimmed 0 and sold out of 8.
The 13 largest of its 13 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +144.1% over the 6 quarters to 30 June 2026, against +27.4% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 7
- DPC Holdings PLC DPC$100.3 million
- Viasat Inc. VSAT$36.0 million
- Service Pptys Trust SVC$22.2 million
- Sinclair Inc. SBGI$8.2 million
- Nextera Energy Partners LP XIFR$4.2 million
- Bitdeer Technologies Group BTDR$2.4 million
- Warner Bros Discovery Inc. WBD$2.3 million
Added to 5
- People Inc. PPLI+1.1 million shares · +389%
- EchoStar Corp. ECHO+302,145 shares · +219%
- Telephone & Data Systems Inc. TDS+464,755 shares · +49%
- Iheartmedia Inc. IHRT+1.3 million shares · +51%
- Ramaco Res Inc. METC+40,000 shares · +5%
Sold out of 8
- Commscope Hldg Co. Inc. VISN$55.3 million last quarter
- Hologic Inc. HOLX$23.4 million last quarter
- Gannett Co. Inc. TDAY$16.3 million last quarter
- Avis Budget Group, Inc. CAR$13.1 million last quarter
- Altice USA Inc. OPTU$1.7 million last quarter
- Spectral Ai Inc. MDAIW$6,532 last quarter
- Bridger Aerospace GRP Hldgs BAERW$3,900 last quarter
- Suncar Technology Equity 28 SDAWW$2,500 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| DPC Holdings PLC DPC | 2.0M | $100.3 million | 27.08% | new |
| People Inc. PPLI | 1.3M | $62.0 million | 16.73% | +1.1M |
| Telephone & Data Systems Inc. TDS | 1.4M | $52.0 million | 14.04% | +464.8K |
| EchoStar Corp. ECHO | 440.1K | $44.7 million | 12.06% | +302.1K |
| Viasat Inc. VSAT | 401.2K | $36.0 million | 9.73% | new |
| Service Pptys Trust SVC | 13.2M | $22.2 million | 6.00% | new |
| Iheartmedia Inc. IHRT | 3.9M | $16.8 million | 4.54% | +1.3M |
| Ramaco Res Inc. METC | 851.8K | $11.3 million | 3.04% | +40.0K |
| Sinclair Inc. SBGI | 578.5K | $8.2 million | 2.23% | new |
| Star Hldgs STHO | 883.9K | $8.1 million | 2.18% | no change |
| Nextera Energy Partners LP XIFR | 351.5K | $4.2 million | 1.12% | new |
| Bitdeer Technologies Group BTDR | 150.0K | $2.4 million | 0.64% | new |
| Warner Bros Discovery Inc. WBD | 86.0K | $2.3 million | 0.62% | new |
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Change is shares against its 13F for the quarter before; the 8 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Dow Inc. DOW | Puts | 152.5K | $4.2 million |
| Burford Cap Ltd BUR | Puts | 418.5K | $1.7 million |
2 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.