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FOURSIXTHREE CAPITAL LP

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13F filer, CIK 1897652, NEW YORK, NY

FOURSIXTHREE CAPITAL LP reported $268,364,452 across 18 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 96.39% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000905148-26-002381

Period
2026-03-31
Reported value
$268M
Holdings
18
Top 10 weight
96.39%
New
6
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HOLXnew+309,800$23.4M
VISNadded+1,055,278$19.2M
CARnew+90,000$13.1M
PPLInew+274,650$11M
METCadded+492,535$7.61M

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
ECHOreduced-415,613-$48.7M
TDSreduced-268,922-$11.3M
OPTUreduced-3,329,523-$4.33M
PPTAexited-105,743-$2.56M
NBexited-352,063-$1.87M

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, Q1 2026

Share positions as resolved from 13F-HR 0000905148-26-002381, largest first. % of portfolio is the value over $232,796,850, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VISNVISTANCE NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,948,421 shares; 2025Q1: 7,148,447 shares; 2025Q2: 4,104,879 shares; 2025Q3: 2,792,862 shares; 2025Q4: 1,982,320 shares; 2026Q1: 3,037,598 shares 3,037,598$55.3M23.75%+1,055,278Timeline
TDSTELEPHONE & DATA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 940,927$39.6M17.02%-268,922Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 309,800 shares 309,800$23.4M10.06%newTimeline
TDAYUSA TODAY CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,271,441 shares; 2026Q1: 2,306,441 shares 2,306,441$16.3M6.98%+35,000Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 598,112 shares; 2025Q4: 553,614 shares; 2026Q1: 138,001 shares 138,001$16.2M6.94%-415,613Timeline
CARAVIS BUDGET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,000 shares 90,000$13.1M5.64%newTimeline
METCRAMACO RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 319,225 shares; 2026Q1: 811,760 shares 811,760$12.5M5.39%+492,535Timeline
PPLIPEOPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 274,650 shares 274,650$11M4.72%newTimeline
IHRTIHEARTMEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,594,105$7.57M3.25%0Timeline
STHOSTAR HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 883,897$6.69M2.87%0Timeline
OPTUOPTIMUM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 976,314 shares; 2025Q1: 1,517,818 shares; 2025Q2: 3,577,458 shares; 2025Q3: 4,055,638 shares; 2025Q4: 4,639,586 shares; 2026Q1: 1,310,063 shares 1,310,063$1.7M0.73%-3,329,523Timeline
MDAIWSPECTRAL AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,666 shares; 2025Q1: 11,666 shares; 2025Q2: 11,666 shares; 2025Q3: 11,666 shares; 2025Q4: 11,666 shares; 2026Q1: 11,666 shares 11,666$6.53K<0.01%0Timeline
BAERWBRIDGER AEROSPACE GRP HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,000 shares; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000$3.9K<0.01%0Timeline
SDAWWSUNCAR TECHNOLOGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000$2.5K<0.01%0Timeline

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
HOLXHOLOGIC INC COMput309,800$23.4Mnew
DOWDOW HLDGS INC Stockput268,000$11.2Mnew
BURBURFORD CAPITAL LIMITED ORD SHSput218,500$988Knew

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 Bondprincipal28,833,000$29.4M+7,333,000

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
RAMACO RES INCRAMACO RES INC27,000,000$22.8Mprincipal
VISNVISTANCE NETWORKS INC1,050,000$19Mcall
PPTAPERPETUA RESOURCES CORP105,743$2.56Mshares
NBNIOCORP DEVS LTD352,063$1.87Mshares
CODICOMPASS DIVERSIFIED182,500$876Kput

How Q1 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 0000905148-26-002381 base2026-05-15acceptance time not in the bulk data set