StockDriftsStockDriftsTop 12 Foursixthree Capital LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IAC | PEOPLE INC | 12.94% | 1.34M | $62.0M | +388.70%(+1.07M) | $42.01(-3.38%) | 2026-06-30 | |
| TDS | TELEPHONE & DATA SYS INC | 10.87% | 1.41M | $52.0M | +49.39%(+464.75K) | $33.14(+6.23%) | 2026-06-30 | |
| SATS | ECHOSTAR CORP | 9.33% | 440.1K | $44.7M | +218.94%(+302.14K) | $89.67(+3.15%) | 2026-06-30 | |
| VSAT | VIASAT INC | 7.53% | 401.2K | $36.0M | new | $66.76(+23.98%) | 2026-06-30 | |
| SVC | SERVICE PPTYS TR | 4.64% | 13.15M | $22.2M | new | $8.70(-6.55%) | 2026-06-30 | |
| IHRT | IHEARTMEDIA INC | 3.51% | 3.92M | $16.8M | +50.99%(+1.32M) | $2.56(+15.18%) | 2026-06-30 | |
| METC | RAMACO RES INC | 2.35% | 851.8K | $11.3M | +4.93%(+40.00K) | $25.04(-51.08%) | 2026-06-30 | |
| SBGI | SINCLAIR INC | 1.72% | 578.5K | $8.2M | new | $13.72(+8.20%) | 2026-06-30 | |
| STHO | STAR HLDGS | 1.69% | 883.9K | $8.1M | +0.00%(+0) | $11.78(-16.84%) | 2026-06-30 | |
| XIFR | XPLR INFRASTRUCTURE LP | 0.87% | 351.5K | $4.2M | new | $10.97(+7.16%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +180.55% |
| Top 20 Holdings Unweighted | — | — | — | — | +89.77% |
Foursixthree Capital LP reports $484.68M in US-listed equity holdings across 15 positions in its most recent 13F filing. Its largest disclosed positions are IAC (12.9%), TDS (10.9%) and SATS (9.3%). The top 20 holdings account for 56.43% of reported assets. Its disclosed equity book has returned +180.55% cumulatively over 11 quarters. 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 Foursixthree Capital LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1897652). View Foursixthree Capital LP’s 13F filings on SEC