StockDriftsStockDriftsTop 2 Fosse Capital Partners LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FWONK | LIBERTY MEDIA CORP DEL | 44.84% | 857.7K | $81.6M | +0.00%(+0) | $46.14(+124.57%) | 2026-06-30 | |
| TT | TRANE TECHNOLOGIES PLC | 35.56% | 131.7K | $64.7M | -12.09%(-18.12K) | $143.70(+233.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.56% | +70.90% | +11.78% | +74.49% |
| Top 20 Holdings Unweighted | +20.82% | +76.39% | +11.65% | +73.51% |
Fosse Capital Partners LLP reports $181.97M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are FWONK (44.8%) and TT (35.6%). The top 20 holdings account for 80.4% of reported assets. Its disclosed equity book has returned +70.90% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fosse Capital Partners LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1789908). View Fosse Capital Partners LLP’s 13F filings on SEC