Foursixthree Capital LP reported 11 positions worth $306.17M for the quarter ended Jun 30, 2026, up 83.0% on the prior quarter. It opened 6 new positions, added to 4, trimmed 0 and exited 5. Its largest holding is DPC Holdings PLC at 32.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| DPC DPC Holdings PLC | +2.04M | – | $100.29M | 32.76% |
| VSAT Viasat Inc | +401.2K | – | $36.03M | 11.77% |
| SATS Strive, Inc. | +302.1K | +218.9% | $30.67M | 14.59% |
| SVC Service Properties Trust | +13.15M | – | $22.23M | 7.26% |
| TDS Telephone & Data Systems Inc | +464.8K | +49.4% | $17.20M | 16.99% |
| SBGI Sinclair, Inc. | +578.5K | – | $8.24M | 2.69% |
| IHRT iHeartMedia, Inc. | +1.32M | +51.0% | $5.67M | 5.49% |
| XIFR XPLR Infrastructure, LP | +351.5K | – | $4.15M | 1.36% |
| BTDR Bitdeer Technologies Group | +150.0K | – | $2.38M | 0.778% |
| METC Ramaco Resources, Inc. | +40.0K | +4.9% | $529.20K | 3.68% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| VISN Vistance Networks, Inc. | -3.04M | -100.0% | $55.28M | Exited |
| TDAY USA TODAY Co., Inc. | -2.31M | -100.0% | $16.26M | Exited |
| CAR Avis Budget Group, Inc. | -90.0K | -100.0% | $13.13M | Exited |
| MDAIW Spectral AI, Inc. | -11.7K | -100.0% | $6.53K | Exited |
| BAERW Bridger Aerospace Group Holdings, Inc. | -10.0K | -100.0% | $3.90K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| DPC DPC Holdings PLC | +2.04M | $100.29M | 32.76% |
| VSAT Viasat Inc | +401.2K | $36.03M | 11.77% |
| SVC Service Properties Trust | +13.15M | $22.23M | 7.26% |
| SBGI Sinclair, Inc. | +578.5K | $8.24M | 2.69% |
| XIFR XPLR Infrastructure, LP | +351.5K | $4.15M | 1.36% |
| BTDR Bitdeer Technologies Group | +150.0K | $2.38M | 0.778% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| VISN Vistance Networks, Inc. | -3.04M | $55.28M | 33.05% |
| TDAY USA TODAY Co., Inc. | -2.31M | $16.26M | 9.72% |
| CAR Avis Budget Group, Inc. | -90.0K | $13.13M | 7.85% |
| MDAIW Spectral AI, Inc. | -11.7K | $6.53K | <0.01% |
| BAERW Bridger Aerospace Group Holdings, Inc. | -10.0K | $3.90K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | DPC DPC Holdings PLC | Industrials | 2.04M | $100.29M | 32.76% | +2.04M | – | New | 1.37% |
| 2 | TDS Telephone & Data Systems Inc | Communication Services | 1.41M | $52.02M | 16.99% | +464.8K | +49.4% | Added | 1.22% |
| 3 | SATS Strive, Inc. | Financial Services | 440.1K | $44.67M | 14.59% | +302.1K | +218.9% | Added | 0.58% |
| 4 | VSAT Viasat Inc | Communication Services | 401.2K | $36.03M | 11.77% | +401.2K | – | New | 0.29% |
| 5 | SVC Service Properties Trust | Real Estate | 13.15M | $22.23M | 7.26% | +13.15M | – | New | 7.83% |
| 6 | IHRT iHeartMedia, Inc. | Communication Services | 3.92M | $16.80M | 5.49% | +1.32M | +51.0% | Added | 2.84% |
| 7 | METC Ramaco Resources, Inc. | Energy | 851.8K | $11.27M | 3.68% | +40.0K | +4.9% | Added | 1.32% |
| 8 | SBGI Sinclair, Inc. | Communication Services | 578.5K | $8.24M | 2.69% | +578.5K | – | New | 0.8% |
| 9 | STHO Star Holdings | Real Estate | 883.9K | $8.07M | 2.64% | 0 | 0.0% | Unchanged | 7.32% |
| 10 | XIFR XPLR Infrastructure, LP | Utilities | 351.5K | $4.15M | 1.36% | +351.5K | – | New | 0.37% |
| 11 | BTDR Bitdeer Technologies Group | Technology | 150.0K | $2.38M | 0.778% | +150.0K | – | New | 0.07% |
Tip. Select a row to see that position’s full history at Foursixthree Capital.
As of its Q2 2026 13F filing, Foursixthree Capital LP’s five largest positions were DPC Holdings PLC (DPC) at 32.8%, Telephone & Data Systems Inc (TDS) at 17.0%, Strive, Inc. (SATS) at 14.6%, Viasat Inc (VSAT) at 11.8%, Service Properties Trust (SVC) at 7.3% of the reported portfolio.
Foursixthree Capital LP reported a 13F portfolio worth $306.17M across 11 positions for Q2 2026. That is up 83.0% from the previous quarter.
Its largest purchases by value were DPC Holdings PLC ($100.29M), Viasat Inc ($36.03M), Strive, Inc. ($30.67M). It opened 6 new positions.
Its largest sales by value were Vistance Networks, Inc. ($55.28M), USA TODAY Co., Inc. ($16.26M), Avis Budget Group, Inc. ($13.13M). It exited 5 positions entirely.
From the Form 13F-HR reports Foursixthree Capital LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.