FOURSIXTHREE CAPITAL LP — 13F Holdings & Portfolio
CIK 1897652 · latest 13F-HR filed 2026-08-14
FOURSIXTHREE CAPITAL LP manages $484.7M in 13F-reported U.S. long-equity assets across 17 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DPC (20.69%), CSWC (14.44%), PPLI (12.78%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions, exited 8, added to 6, and trimmed 1.
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.
FLOOR 19
NEW YORK, NY 10022
$484.7M
Long-equity book
17
Distinct positions
2026-06-30
Filed 2026-08-14
+8 / −8 / ↑6 / ↓1
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- PEOPLE INC$51.0M +463.5%
- CAPITAL SOUTHWEST CORP$40.6M +138.0%
- ECHOSTAR CORP$28.5M +176.5%
- TELEPHONE & DATA SYS INC$12.4M +31.3%
- IHEARTMEDIA INC$9.2M +121.8%
New Positions
- DPC HOLDINGS PLC$100.3M
- CABLE ONE INC$38.4M
- VIASAT INC$36.0M
- SERVICE PPTYS TR$22.2M
- SINCLAIR INC$8.2M
Exited Positions
- VISTANCE NETWORKS INC$55.3M
- HOLOGIC INC$23.4M
- USA TODAY CO INC$16.3M
- AVIS BUDGET GROUP INC$13.1M
- OPTIMUM COMMUNICATIONS INC$1.7M
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 | DPC HOLDINGS PLC | DPC | G2R11M108 | $100.3M | 20.69% | 2,044,250 | SH |
| 2 | CAPITAL SOUTHWEST CORP | CSWC | 140501AE7 | $70.0M | 14.44% | 66,836,000 | PRN |
| 3 | PEOPLE INC | PPLI | 44891N208 | $62.0M | 12.78% | 1,342,201 | SH |
| 4 | TELEPHONE & DATA SYS INC | TDS | 879433829 | $52.0M | 10.73% | 1,405,682 | SH |
| 5 | ECHOSTAR CORP | ECHO | 278768106 | $44.7M | 9.22% | 440,146 | SH |
| 6 | CABLE ONE INC | CABO | 12685JAG0 | $38.4M | 7.91% | 58,121,000 | PRN |
| 7 | VIASAT INC | VSAT | 92552V100 | $36.0M | 7.43% | 401,189 | SH |
| 8 | SERVICE PPTYS TR | SVC | 81761L102 | $22.2M | 4.59% | 13,153,828 | SH |
| 9 | IHEARTMEDIA INC | IHRT | 45174J509 | $16.8M | 3.47% | 3,916,734 | SH |
| 10 | RAMACO RES INC | METC | 75134P600 | $11.3M | 2.33% | 851,760 | SH |
| 11 | SINCLAIR INC | SBGI | 829242106 | $8.2M | 1.70% | 578,451 | SH |
| 12 | STAR HLDGS | STHO | 85512G106 | $8.1M | 1.67% | 883,897 | SH |
| 13 | DOW HLDGS INC Put | DOW | 260557103 | $4.2M | 0.86% | 152,500 | SH |
| 14 | XPLR INFRASTRUCTURE LP | XIFR | 65341B106 | $4.2M | 0.86% | 351,539 | SH |
| 15 | BITDEER TECHNOLOGIES GROUP | BTDR | G11448100 | $2.4M | 0.49% | 150,000 | SH |
| 16 | WARNER BROS DISCOVERY INC | WBD | 934423104 | $2.3M | 0.47% | 86,000 | SH |
| 17 | BURFORD CAPITAL LIMITED Put | BUR | G17977110 | $1.7M | 0.35% | 418,500 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $484.7M | 17 | 0000905148-26-003751 |
| 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 |