FOURSIXTHREE CAPITAL LP — 13F Holdings & Portfolio
CIK 1897652 · latest 13F-HR filed 2026-05-15
FOURSIXTHREE CAPITAL LP manages $268.4M in 13F-reported U.S. long-equity assets across 18 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VISN (20.60%), TDS (14.76%), CSWC (10.96%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 3, added to 7, and trimmed 5.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$268.4M
Long-equity book
18
Distinct positions
2026-03-31
Filed 2026-05-15
+3 / −3 / ↑7 / ↓5
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VISTANCE NETWORKS INC$19.3M +53.8%
- CAPITAL SOUTHWEST CORP$8.0M +37.4%
- RAMACO RES INC$6.8M +118.4%
- USA TODAY CO INC$4.6M +39.0%
- SUNCAR TECHNOLOGY GROUP INC$2.1K +495.2%
Top Trims
- ECHOSTAR CORP-$44.0M -73.2%
- TELEPHONE & DATA SYS INC-$10.0M -20.1%
- OPTIMUM COMMUNICATIONS INC-$6.0M -77.8%
- IHEARTMEDIA INC-$3.2M -29.8%
- STAR HLDGS-$583.4K -8.0%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VISTANCE NETWORKS INC | VISN | 20337X109 | $55.3M | 20.60% | 3,037,598 | SH |
| 2 | TELEPHONE & DATA SYS INC | TDS | 879433829 | $39.6M | 14.76% | 940,927 | SH |
| 3 | CAPITAL SOUTHWEST CORP | CSWC | 140501AE7 | $29.4M | 10.96% | 28,833,000 | PRN |
| 4 | HOLOGIC INC | HOLX | 436440101 | $23.4M | 8.73% | 309,800 | SH |
| 5 | HOLOGIC INC Put | HOLX | 436440101 | $23.4M | 8.73% | 309,800 | SH |
| 6 | USA TODAY CO INC | TDAY | 36472T109 | $16.3M | 6.06% | 2,306,441 | SH |
| 7 | ECHOSTAR CORP | SATS | 278768106 | $16.2M | 6.02% | 138,001 | SH |
| 8 | AVIS BUDGET GROUP INC | CAR | 053774105 | $13.1M | 4.89% | 90,000 | SH |
| 9 | RAMACO RES INC | METC | 75134P600 | $12.5M | 4.68% | 811,760 | SH |
| 10 | DOW HLDGS INC Put | DOW | 260557103 | $11.2M | 4.16% | 268,000 | SH |
| 11 | IAC INC | IAC | 44891N208 | $11.0M | 4.10% | 274,650 | SH |
| 12 | IHEARTMEDIA INC | IHRT | 45174J509 | $7.6M | 2.82% | 2,594,105 | SH |
| 13 | STAR HLDGS | STHO | 85512G106 | $6.7M | 2.49% | 883,897 | SH |
| 14 | OPTIMUM COMMUNICATIONS INC | OPTU | 02156K103 | $1.7M | 0.63% | 1,310,063 | SH |
| 15 | BURFORD CAPITAL LIMITED Put | BUR | G17977110 | $987.6K | 0.37% | 218,500 | SH |
| 16 | SPECTRAL AI INC | MDAIW | 84757T113 | $6.5K | 0.00% | 11,666 | SH |
| 17 | BRIDGER AEROSPACE GRP HLDGS | BAERW | 96812F110 | $3.9K | 0.00% | 10,000 | SH |
| 18 | SUNCAR TECHNOLOGY GROUP INC | SDAWW | G85727116 | $2.5K | 0.00% | 10,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $268.4M | 18 | 0000905148-26-002381 |
| 2025-12-31 | 2026-02-17 | $257.5M | 17 | 0000905148-26-000868 |
| 2025-09-30 | 2025-11-14 | $363.6M | 17 | 0000905148-25-004042 |