2026 Q1 Portfolio Activity
In 2026 Q1, Fosse Capital Partners LLP maintained a portfolio of 2 distinct positions.
Position History
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Total Positions
2
Quarter
2026 Q1
Top Holding
FWONK (53.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
Fosse Capital Partners LLP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
FWONK
LIBERTY MEDIA C...
|
Communication Services | 53.87% | 59.16% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
857,695 | $72,921,229 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TT
TRANE TECHNOLOG...
|
Industrials | 46.13% | 40.84% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
149,862 | $62,453,490 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-2 of 2 holdings