FOURSIXTHREE CAPITAL LP 13F Holdings

CIK 0001897652 · NEW YORK, NY

As of Sep 30, 2025, FOURSIXTHREE CAPITAL LP reported 15 positions worth $363.6M in its SEC Form 13F filing.

Top 15 holdings

SecurityTickerSectorSharesValue% of portfolio
COMMSCOPE HOLDING COMPANY INCCOMMTechnology6,435,662$99.6M27.40%
TELEPHONE & DATA SYSTEMS INCTDSCommunication Services1,954,699$76.7M21.09%
ECHOSTAR CORPSATSTechnology598,112$45.7M12.56%
LUMENTUM HOLDINGS INCLITETechnology205,368$33.4M9.19%
CIENA CORPCIENTechnology198,499$28.9M7.95%
CAPITAL SOUTHWEST CORP——21,500,000$21.4M5.88%
ROIVANT SCIENCES LTDROIVHealthcare938,175 4.2M3.90%
LUMENTUM HLDGS INC——4,500,000 0.9M2.99%
OPTIMUM COMMUNICATIONS INCOPTUCommunication Services4,055,638$9.8M2.69%
ARBUTUS BIOPHARMA CORPABUSHealthcare1,978,975$9.0M2.47%
STAR HOLDINGSSTHOReal Estate883,897$7.3M2.00%
IHEARTMEDIA INCIHRTCommunication Services2,357,590$6.8M1.86%
SPECTRAL AI INCMDAIW—11,666$8.1K0.00%
BRIDGER AEROSPACE GRP HLDGSBAERWIndustrials10,000$770.00.00%
SUNCAR TECHNOLOGY EQUITY 28——10,000$578.00.00%