Foursixthree Capital LP
Net buyer this quarter
$485M
13
+$182M
74.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DPC | $100M | 20.69% | 1.37% | New | Q2 2026 |
 PPLI | $62M | 12.78% | Not reported | +388.7% | Q1 2026 |
 TDS | $52M | 10.73% | 1.22% | +49.4% | Q4 2024 |
 ECHO | $44.7M | 9.22% | 0.92% | +218.9% | Q3 2025 |
 VSAT | $36M | 7.43% | 0.29% | New | Q2 2026 |
 SVC | $22.2M | 4.59% | 10.16% | New | Q2 2026 |
 IHRT | $16.8M | 3.47% | 77.72% | +51.0% | Q1 2025 |
 METC | $11.3M | 2.33% | 1.93% | +4.9% | Q4 2025 |
 SBGI | $8.24M | 1.70% | Not reported | New | Q2 2026 |
| STHO | $8.07M | 1.67% | 7.32% | Not reported | Q4 2024 |
 XIFR | $4.15M | 0.86% | 0.37% | New | Q2 2026 |
 BTDR | $2.38M | 0.49% | 0.06% | New | Q2 2026 |
 WBD | $2.29M | 0.47% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
 VISN | $55.3M | 20.60% | 1.36% | +53.2% | Q4 2022 |
| TDS | $39.6M | 14.76% | 0.83% | -22.2% | Q4 2024 |
| HOLX | $23.4M | 8.73% | 0.14% | New | Q1 2026 |
 TDAY | $16.3M | 6.06% | 1.57% | +1.5% | Q4 2025 |
| ECHO | $16.2M | 6.02% | 0.29% | -75.1% | Q3 2025 |
 CAR | $13.1M | 4.89% | 0.26% | New | Q1 2026 |
| METC | $12.5M | 4.68% | 1.84% | +154.3% | Q4 2025 |
| PPLI | $11M | 4.10% | Not reported | New | Q1 2026 |
| IHRT | $7.57M | 2.82% | 51.48% | Not reported | Q1 2025 |
| STHO | $6.69M | 2.49% | 7.32% | Not reported | Q4 2024 |
 OPTU | $1.7M | 0.63% | 0.45% | -71.8% | Q4 2024 |
 MDAIW | $6.53K | 0.00% | Not reported | Not reported | Q3 2023 |
 BAERW | $3.9K | 0.00% | Not reported | Not reported | Q1 2023 |
 SDAWW | $2.5K | 0.00% | Not reported | Not reported | Q2 2023 |
| Q4 2025 | |||||
| ECHO | $60.2M | 23.37% | 1.16% | -7.4% | Q3 2025 |
| TDS | $49.6M | 19.26% | 1.06% | -12.6% | Q4 2024 |
| VISN | $35.9M | 13.96% | 0.89% | -29.0% | Q4 2022 |
| TDAY | $11.7M | 4.54% | 1.54% | New | Q4 2025 |
| IHRT | $10.8M | 4.19% | 51.48% | +10.0% | Q1 2025 |
| OPTU | $7.66M | 2.97% | 1.61% | +14.4% | Q4 2024 |
| STHO | $7.27M | 2.83% | 7.18% | Not reported | Q4 2024 |
| METC | $5.75M | 2.23% | 0.72% | New | Q4 2025 |
 PPTA | $2.56M | 0.99% | 0.09% | New | Q4 2025 |
 NB | $1.87M | 0.72% | 0.29% | New | Q4 2025 |
| MDAIW | $5.25K | 0.00% | Not reported | Not reported | Q3 2023 |
| BAERW | $1.99K | 0.00% | Not reported | Not reported | Q1 2023 |
| SDAWW | $420 | 0.00% | Not reported | Not reported | Q2 2023 |
| Q3 2025 | |||||
| TDS | $54.3M | 14.93% | 1.20% | -14.8% | Q4 2024 |
| ECHO | $45.7M | 12.56% | 1.25% | New | Q3 2025 |
| VISN | $43.2M | 11.89% | 1.26% | -32.0% | Q4 2022 |
 LITE | $33.4M | 9.19% | 0.29% | +763.7% | Q1 2025 |
 CIEN | $28.9M | 7.95% | 0.14% | -30.9% | Q2 2025 |
 ROIV | $14.2M | 3.90% | 0.14% | +4.2% | Q1 2025 |
| OPTU | $9.77M | 2.69% | 1.42% | +13.4% | Q4 2024 |
 ABUS | $8.98M | 2.47% | 1.03% | -22.6% | Q1 2025 |
| STHO | $7.27M | 2.00% | 6.85% | Not reported | Q4 2024 |
| IHRT | $6.77M | 1.86% | 46.78% | +24.6% | Q1 2025 |
| MDAIW | $8.14K | 0.00% | Not reported | Not reported | Q3 2023 |
| BAERW | $770 | 0.00% | Not reported | Not reported | Q1 2023 |
| SDAWW | $578 | 0.00% | Not reported | Not reported | Q2 2023 |