Foursixthree Capital LP Portfolio Holdings

Foursixthree Capital LP

  • $364 Billion
  • Q3 2025

Foursixthree Capital LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $364 Billion distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Telephone & Data Systems Inc with a value of $54.3B, Echo Star Corp with a value of $45.7B, Comm Scope Holding Company, Inc. with a value of $43.2B, Lumentum Holdings Inc. with a value of $33.4B, and Ciena Corp with a value of $28.9B.

Examining the 13F form we can see an increase of $76.8B in the current position value, from $287B to 364B.

Foursixthree Capital LP is based out at New York, NY

Below you can find more details about Foursixthree Capital LP portfolio as well as his latest detailed transactions.

Portfolio value $364 Billion
Technology: $208 Billion
Communication Services: $93.2 Billion
Healthcare: $23.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.08B
$54.3 Billion 14.93% of portfolio
1,383,499
Q3 2025 Reduced 14.8%
$2.39B
$45.7 Billion 12.56% of portfolio
598,112
Q3 2025 New
$3.49B
$43.2 Billion 11.89% of portfolio
2,792,862
Q3 2025 Reduced 31.96%
$15.8B
$33.4 Billion 9.19% of portfolio
205,368
Q3 2025 Added 763.65%
$28.4B
$28.9 Billion 7.95% of portfolio
198,499
Q3 2025 Reduced 30.9%
Capital Southwest Corp
-
$21.4 Billion 5.88% of portfolio
-
Q1 2025 New
$14.3B
$14.2 Billion 3.9% of portfolio
938,175
Q3 2025 Added 4.24%
Lumentum Hldgs Inc
-
$10.9 Billion 2.99% of portfolio
-
Q3 2025 Reduced 83.33%
$481M
$9.77 Billion 2.69% of portfolio
4,055,638
Q3 2025 Added 13.37%
$678M
$8.98 Billion 2.47% of portfolio
1,978,975
Q3 2025 Reduced 22.62%
Star Hldgs
-
$7.27 Billion 2.0% of portfolio
-
Q1 2025 Reduced 6.59%
$495M
$6.77 Billion 1.86% of portfolio
2,357,590
Q3 2025 Added 24.62%
Bridger Aerospace Grp Hldgs
-
$770,000 0.0% of portfolio
-
Q2 2025 New
Spectral Ai Inc
-
$8.14 Million 0.0% of portfolio
-
Q3 2023 New
Suncar Technology Group Inc
-
$578,000 0.0% of portfolio
-
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $364 Billion
  • Prior Value $287 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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