Q2 2026 13F · SEC CIK 1897652
Foursixthree Capital LP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $370.4M
- Reported positions
- 13
- Top holdings a year, 3 yrs
- +62.9%
- Assets under management
- $3.2B
Foursixthree Capital LP is a hedge fund that reported 13 positions worth $370.4M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Dpc Holdings PLC (DPC, 27.1%), People Inc (PPLI, 16.7%), Telephone & Data Sys Inc (TDS, 14.0%). A portfolio copying its top holdings returned 62.9% a year over the last 3 years, against 20.0% for the S&P 500.
Foursixthree Capital LP holdings all 13 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| DPCDpc Holdings PLC | 27.1% | — | $100.3M |
| PPLIPeople Inc | 16.7% | +388.7% | $62.0M |
| TDSTelephone & Data Sys Inc | 14.0% | +49.4% | $52.0M |
| ECHOEchoStar Corp | 12.1% | +218.9% | $44.7M |
| VSATViasat Inc Com | 9.7% | — | $36.0M |
| 81761L102Service Pptys Tr | 6.0% | — | $22.2M |
| IHRTIheartmedia Inc - Class A | 4.5% | +51.0% | $16.8M |
| METCRamaco Resources | 3.0% | +4.9% | $11.3M |
| SBGISinclair Inc | 2.2% | — | $8.2M |
| STHOStar Hldgs | 2.2% | +0.0% | $8.1M |
| XIFRXplr Infrastructure LP | 1.1% | — | $4.2M |
| BTDRBitdeer Technologies Group | 0.6% | — | $2.4M |
| WBDWarner Bros Discovery Inc | 0.6% | — | $2.3M |
What Foursixthree Capital LP bought and sold in Q2 2026, against Q1 2026.
New positions
- DPC Dpc Holdings PLC27.1% of 13F
- VSAT Viasat Inc Com9.7% of 13F
- Service Pptys Tr6.0% of 13F
- SBGI Sinclair Inc2.2% of 13F
- XIFR Xplr Infrastructure LP1.1% of 13F
- BTDR Bitdeer Technologies Group0.6% of 13F
- WBD Warner Bros Discovery Inc0.6% of 13F
Added to
- PPLI People Inc+388.7% shares
- ECHO EchoStar Corp+218.9% shares
- IHRT Iheartmedia Inc - Class A+51.0% shares
- TDS Telephone & Data Sys Inc+49.4% shares
Reduced
No position shrank by more than 5%.
Sold out
- VISN Vistance Networks Incwas 27.2%
- HOLX Hologic Incwas 11.5%
- TDAY USA Today Co Incwas 8.0%
- CAR Avis Budget Groupwas 6.5%
- ATUS Optimum Communications Incwas 0.8%
- Spectral Ai Incwas 0.0%
- Bridger Aerospace Grp Hldgswas 0.0%
- Suncar Technology Group Incwas 0.0%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +91.8% /yr
- S&P 500 +20.1%
- 3 years
- +62.9% /yr
- S&P 500 +20.0%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $370.4M | 13 |
| Q1 2026 | $203.4M | 14 |
| Q4 2025 | $193.3M | 13 |
| Q3 2025 | $252.5M | 13 |
| Q2 2025 | $155.3M | 13 |
| Q1 2025 | $159.4M | 13 |
| Q4 2024 | $114.8M | 12 |
| Q4 2023 | $25.3B | 9 |
| Q3 2023 | $20.4M | 12 |
| Q2 2023 | $10.1B | 11 |
| Q1 2023 | $2.5B | 13 |
| Q4 2022 | $21.9M | 35 |
Questions about Foursixthree Capital LP's portfolio
What stocks does Foursixthree Capital LP own?
Foursixthree Capital LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 13 positions worth $370.4M. The largest are Dpc Holdings PLC (DPC) at 27.1%, People Inc (PPLI) at 16.7%, Telephone & Data Sys Inc (TDS) at 14.0%, EchoStar Corp (ECHO) at 12.1% and Viasat Inc Com (VSAT) at 9.7%.
What did Foursixthree Capital LP buy last quarter?
In Q2 2026, Foursixthree Capital LP added a new position in Dpc Holdings PLC (DPC), a new position in Viasat Inc Com (VSAT), a new position in Service Pptys Tr, a new position in Sinclair Inc (SBGI), a new position in Xplr Infrastructure LP (XIFR), People Inc (PPLI) (+388.7% shares), EchoStar Corp (ECHO) (+218.9% shares) and Iheartmedia Inc - Class A (IHRT) (+51.0% shares), compared with its Q1 2026 filing.
What did Foursixthree Capital LP sell last quarter?
In Q2 2026, Foursixthree Capital LP sold all of Vistance Networks Inc (VISN), sold all of Hologic Inc (HOLX), sold all of USA Today Co Inc (TDAY), sold all of Avis Budget Group (CAR) and sold all of Optimum Communications Inc (ATUS), compared with its Q1 2026 filing.
How has Foursixthree Capital LP's portfolio performed?
A portfolio copying Foursixthree Capital LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +62.9% a year over the last 3 years, against +20.0% for the S&P 500. Over 1 year: +91.8% against +20.1%.
When is Foursixthree Capital LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Foursixthree Capital LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Foursixthree Capital LP manage?
Foursixthree Capital LP reported $3.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $370.4M.