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FOURSIXTHREE CAPITAL LP

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13F filer, CIK 1897652, NEW YORK, NY

FOURSIXTHREE CAPITAL LP reported $484,675,003 across 17 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 94.75% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000905148-26-003751

Period
2026-06-30
Reported value
$485M
Holdings
17
Top 10 weight
94.75%
New
8
Sold out
9

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DPCnew+2,044,250$100M
PPLIadded+1,067,551$49.3M
VSATnew+401,189$36M
ECHOadded+302,145$30.7M
SVCnew+13,153,828$22.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VISNexited-3,037,598-$55.3M
HOLXexited-309,800-$23.4M
TDAYexited-2,306,441-$16.3M
CARexited-90,000-$13.1M
OPTUexited-1,310,063-$1.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0000905148-26-003751, largest first. % of portfolio is the value over $478,786,753, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DPCDPC HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,044,250 shares 2,044,250$100M20.95%newTimeline
PPLIPEOPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 274,650 shares; 2026Q2: 1,342,201 shares 1,342,201$62M12.94%+1,067,551Timeline
TDSTELEPHONE & DATA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,350,816 shares; 2025Q1: 1,435,911 shares; 2025Q2: 1,623,799 shares; 2025Q3: 1,383,499 shares; 2025Q4: 1,209,849 shares; 2026Q1: 940,927 shares; 2026Q2: 1,405,682 shares 1,405,682$52M10.87%+464,755Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 598,112 shares; 2025Q4: 553,614 shares; 2026Q1: 138,001 shares; 2026Q2: 440,146 shares 440,146$44.7M9.33%+302,145Timeline
VSATVIASAT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 401,189 shares 401,189$36M7.53%newTimeline
SVCSERVICE PPTYS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,153,828 shares 13,153,828$22.2M4.64%newTimeline
IHRTIHEARTMEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,891,770 shares; 2025Q2: 1,891,770 shares; 2025Q3: 2,357,590 shares; 2025Q4: 2,594,105 shares; 2026Q1: 2,594,105 shares; 2026Q2: 3,916,734 shares 3,916,734$16.8M3.51%+1,322,629Timeline
METCRAMACO RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 319,225 shares; 2026Q1: 811,760 shares; 2026Q2: 851,760 shares 851,760$11.3M2.35%+40,000Timeline
SBGISINCLAIR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 578,451 shares 578,451$8.24M1.72%newTimeline
STHOSTAR HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 946,296 shares; 2025Q1: 883,897 shares; 2025Q2: 883,897 shares; 2025Q3: 883,897 shares; 2025Q4: 883,897 shares; 2026Q1: 883,897 shares; 2026Q2: 883,897 shares 883,897$8.07M1.69%0Timeline
XIFRXPLR INFRASTRUCTURE LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 351,539 shares 351,539$4.15M0.87%newTimeline
BTDRBITDEER TECHNOLOGIES GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150,000 shares 150,000$2.38M0.5%newTimeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 86,000 shares 86,000$2.29M0.48%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
DOWDOW HLDGS INC Stockput152,500$4.17M-115,500
BURBURFORD CAPITAL LIMITED ORD SHSput418,500$1.72M+200,000

Principal amounts

Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).

SecurityTypeAmountValueChange
CAPITAL SOUTHWEST CORPCAPITAL SOUTHWEST CORP Convertible Bondprincipal66,836,000$70M+38,003,000
CABLE ONE INCCABLE ONE INC NOTEprincipal58,121,000$38.4Mnew

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VISNVISTANCE NETWORKS INC3,037,598$55.3Mshares
HOLXHOLOGIC INC309,800$23.4Mshares
HOLXHOLOGIC INC309,800$23.4Mput
TDAYUSA TODAY CO INC2,306,441$16.3Mshares
CARAVIS BUDGET GROUP INC90,000$13.1Mshares
OPTUOPTIMUM COMMUNICATIONS INC1,310,063$1.7Mshares
MDAIWSPECTRAL AI INC11,666$6.53Kshares
BAERWBRIDGER AEROSPACE GRP HLDGS10,000$3.9Kshares
SDAWWSUNCAR TECHNOLOGY GROUP INC10,000$2.5Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000905148-26-003751 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0000905148-26-003751 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0000905148-26-002381 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0000905148-26-000868 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0000905148-25-004042 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0000905148-25-002937 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0000905148-25-001738 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0000905148-25-000665 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0000905148-24-000654 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0000905148-23-001402 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0000905148-23-000696 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0000905148-23-000442 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0000905148-23-000263 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set