FOURSIXTHREE CAPITAL LP

CIK: 0001897652SEC EDGAR →

Portfolio Value

$257.5M

Holdings

16

As of

Q4 2025

New Positions

1

Closed Positions

3

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ECHOSTAR CORP

553,614$60.2M
23.37%
2
VISNCall

COMMSCOPE HLDG CO INC

3,032,320$55.0M
21.35%
3

TELEPHONE & DATA SYS INC

1,209,849$49.6M
19.26%
4

RAMACO RES INC

27,000,000$22.8M
8.87%
5

CAPITAL SOUTHWEST CORP

21,500,000$21.4M
8.31%
6

USA TODAY CO INC

2,271,441$11.7M
4.54%
7

IHEARTMEDIA INC

2,594,105$10.8M
4.19%
8

OPTIMUM COMMUNICATIONS INC

4,639,586$7.7M
2.97%
9

STAR HLDGS

883,897$7.3M
2.83%
10

RAMACO RES INC

319,225$5.7M
2.23%

Quarterly Changes

Top Buys

TDSNEW
$49.6M
TDAYNEW
$11.7M
$5.7M
IHRT↑ Increased
$4.0M

Top Sells

TDSCLOSED
$76.7M
VISN↓ Decreased
$44.6M
LITECLOSED
$33.4M
CIENCLOSED
$28.9M
SATS↓ Decreased
$14.5M

New Positions (7)

$49.6M · 1.2M shares
$22.8M · 27.0M shares
$11.7M · 2.3M shares
$5.7M · 319K shares
$2.6M · 106K shares
$1.9M · 352K shares
$876K · 183K shares

Closed Positions (6)

$76.7M · 2.0M shares
$33.4M · 205K shares
$28.9M · 198K shares
$14.2M · 938K shares
$10.9M · 4.5M shares
$9.0M · 2.0M shares

Sector Breakdown

Sector# HoldingsValue%
Technology4$121.2M46.0%
Communication Services4$79.7M30.3%
Unknown3$44.3M16.8%
Real Estate1$7.3M2.8%
Energy1$5.7M2.2%
Basic Materials2$4.4M1.7%
Industrials1$876K0.3%