Managers / Q1 2026
FOURSIXTHREE CAPITAL LP
CIK 0001897652 · 520 MADISON AVENUE, FLOOR 19, NEW YORK, NY, 10022 · (646) 805-5400
Summary
Foursixthree Capital LP reported $268M in U.S.-listed holdings across 18 positions for Q1 2026.
The portfolio is heavily concentrated: VISN alone accounts for 20.6% of reported value.
Compared with Q4 2025, the fund opened 5 new positions and exited 4.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 88.7% · $238M
- GLOBAL · 11.0% · $29M
- Other · 0.4% · $990,120
- Equity WRT · 0.0% · $10,432
Quarter-over-Quarter Changes full breakdown →
vs Q4 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| HO1HOLOGIC INC | NEW | +619.6K | 619.6K | +$47M | $47M |
| CUCAAVIS BUDGET GROUP INC | NEW | +90.0K | 90.0K | +$13M | $13M |
| DOWDOW HLDGS INC | NEW | +268.0K | 268.0K | +$11M | $11M |
| 0J7QIAC INC | NEW | +274.6K | 274.6K | +$11M | $11M |
| BURFORD CAPITAL LIMITED | NEW | +218.5K | 218.5K | +$987,620 | $987,620 |
| METCRAMACO RES INC | ADDED | +492.5K | 811.8K | +$7M | $13M |
| RAMACO RES INC | SOLD OUT | −27.00M | 0 | −$23M | $0 |
| PPTAPERPETUA RESOURCES CORP | SOLD OUT | −105.7K | 0 | −$3M | $0 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | VISNVISTANCE NETWORKS INChistory → | COM | 20.60% | $55M | 3.04M |
| 2 | TDSTELEPHONE & DATA SYS INChistory → | COM NEW | 14.76% | $40M | 940.9K |
| 3 | CAPITAL SOUTHWEST CORP | NOTE 5.125%11/1 | 10.96% | $29M | 28.83M |
| 4 | HO1HOLOGIC INChistory → | COM | 8.73% | $23M | 309.8K |
| 5 | TDAYUSA TODAY CO INChistory → | COM | 6.06% | $16M | 2.31M |
| 6 | ECHOECHOSTAR CORPhistory → | CL A | 6.02% | $16M | 138.0K |
| 7 | CUCAAVIS BUDGET GROUP INChistory → | COM | 4.89% | $13M | 90.0K |
| 8 | METCRAMACO RES INChistory → | COM CL A | 4.68% | $13M | 811.8K |
| 9 | 0J7QIAC INChistory → | COM NEW | 4.10% | $11M | 274.6K |
| 10 | IHRTIHEARTMEDIA INChistory → | COM CL A | 2.82% | $8M | 2.59M |
| 11 | STHOSTAR HLDGShistory → | SHS BEN INT | 2.49% | $7M | 883.9K |
| 12 | OPTUOPTIMUM COMMUNICATIONS INC | CL A | 0.63% | $2M | 1.31M |
| 13 | SPECTRAL AI INC | *W EXP 09/11/202 | 0.00% | $6,532 | 11.7K |
| 14 | BRIDGER AEROSPACE GRP HLDGS | *W EXP 01/24/202 | 0.00% | $3,900 | 10.0K |
| 15 | SUNCAR TECHNOLOGY GROUP INC | *W EXP 05/17/202 | 0.00% | $2,500 | 10.0K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $268M | 18 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $257M | 17 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $364M | 17 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $287M | 19 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $363M | 20 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $288M | 25 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $73M | 13 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $191M | 15 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $125M | 16 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $36M | 19 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $236M | 38 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.