2026 Q2 Portfolio Activity
In 2026 Q2, FOURSIXTHREE CAPITAL LP maintained a portfolio of 26 distinct positions. The most significant new addition was VIASAT INC, now representing 7.43% of the total fund value. They heavily accumulated shares in PEOPLE INC, increasing the position by 388.7%. Conversely, FOURSIXTHREE CAPITAL LP completely exited their position in VISTANCE NETWORKS INC.
Position History
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Total Positions
26
Quarter
2026 Q2
Top Holding
N/A (20.7%)
Top 10 Concentration
93.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-26 of 26
FOURSIXTHREE CAPITAL LP Full Holdings List — 2026 Q2
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
N/A
DPC HOLDINGS PL...
|
|
Unknown | 20.69% | — |
#1
Prev: #—
|
9.5 |
—
|
2,044,250 | — |
NEW
|
2,044,250 | $100,290,905 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
N/A
CAPITAL SOUTHWE...
|
|
Bond/Debt | 14.44% | 10.96% |
#2
1
Prev: #3
|
8.5 |
—
|
38,003,000 | 131.8% |
P
S
|
66,836,000 | $70,010,710 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
IAC
PEOPLE INC
|
Communication Services | 12.78% | 4.10% |
#3
8
Prev: #11
|
8.0 |
—
|
1,067,551 | 388.7% |
P
S
|
1,342,201 | $61,955,998 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TDS
TELEPHONE & DAT...
|
Communication Services | 10.73% | 14.76% |
#4
2
Prev: #2
|
7.0 |
—
|
464,755 | 49.4% |
P
S
|
1,405,682 | $52,024,291 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SATS
ECHOSTAR CORP
|
Communication Services | 9.22% | 6.02% |
#5
2
Prev: #7
|
7.2 |
—
|
302,145 | 218.9% |
P
S
|
440,146 | $44,674,819 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
CABLE ONE INC
|
|
Bond/Debt | 7.91% | — |
#6
Prev: #—
|
6.7 |
—
|
58,121,000 | — |
NEW
|
58,121,000 | $38,359,860 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
VSAT
VIASAT INC
|
Technology | 7.43% | — |
#7
Prev: #—
|
6.5 |
—
|
401,189 | — |
NEW
|
401,189 | $36,030,784 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SVC
SERVICE PPTYS T...
|
Bond/Debt | 4.59% | — |
#8
Prev: #—
|
5.3 |
—
|
13,153,828 | — |
NEW
|
13,153,828 | $22,229,969 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IHRT
IHEARTMEDIA INC
|
Communication Services | 3.47% | 2.82% |
#9
3
Prev: #12
|
4.4 |
—
|
1,322,629 | 51.0% |
P
S
|
3,916,734 | $16,802,789 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
METC
RAMACO RES INC
|
Basic Materials | 2.33% | 4.68% |
#10
1
Prev: #9
|
1.4 |
—
|
40,000 | 4.9% |
P
S
|
851,760 | $11,268,785 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SBGI
SINCLAIR INC
|
Communication Services | 1.70% | — |
#11
Prev: #—
|
4.2 |
—
|
578,451 | — |
NEW
|
578,451 | $8,242,927 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
STHO
STAR HLDGS
|
Bond/Debt | 1.67% | 2.49% |
#12
1
Prev: #13
|
1.7 |
—
|
no change | no change |
P
S
|
883,897 | $8,069,980 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DOW
PUT
DOW HLDGS INC
|
PUT Option | 0.86% | 4.16% |
#13
3
Prev: #10
|
0.3 |
—
|
-115,500 | -43.1% |
P
S
|
152,500 | $4,172,400 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XIFR
XPLR INFRASTRUC...
|
Utilities | 0.86% | — |
#14
Prev: #—
|
3.8 |
—
|
351,539 | — |
NEW
|
351,539 | $4,151,676 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BTDR
BITDEER TECHNOL...
|
Technology | 0.49% | — |
#15
Prev: #—
|
3.7 |
—
|
150,000 | — |
NEW
|
150,000 | $2,380,500 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WBD
WARNER BROS DIS...
|
Communication Services | 0.47% | — |
#16
Prev: #—
|
3.7 |
—
|
86,000 | — |
NEW
|
86,000 | $2,292,760 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BUR
PUT
BURFORD CAPITAL...
|
PUT Option | 0.35% | 0.37% |
#17
2
Prev: #15
|
3.1 |
—
|
200,000 | 91.5% |
P
S
|
418,500 | $1,715,850 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SDAWW
SUNCAR TECHNOLO...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #18) |
0.0 |
—
|
-10,000 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BAERW
BRIDGER AEROSPA...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #17) |
0.0 |
—
|
-10,000 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MDAIW
SPECTRAL AI INC
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-11,666 | -100.0% |
CLOSED
|
— | $— | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ATUS
OPTIMUM COMMUNI...
|
Unknown | 0.00% | 0.63% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-1,310,063 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CAR
AVIS BUDGET GRO...
|
Industrials | 0.00% | 4.89% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-90,000 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GCI
USA TODAY CO IN...
|
Unknown | 0.00% | 6.06% |
Sold All 😨
(Was: #6) |
0.0 |
—
|
-2,306,441 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HOLX
HOLOGIC INC
|
Healthcare | 0.00% | 8.73% |
Sold All 😨
(Was: #4) |
0.0 |
—
|
-309,800 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HOLX
PUT
HOLOGIC INC
|
PUT Option | 0.00% | 8.73% |
Sold All 😨
(Was: #5) |
0.0 |
—
|
-309,800 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COMM
VISTANCE NETWOR...
|
Unknown | 0.00% | 20.60% |
Sold All 😨
(Was: #1) |
0.0 |
—
|
-3,037,598 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-26 of 26 holdings