DOSSIER · 13F-HR · Q1 2026

FOURSIXTHREE CAPITAL LP

FOURSIXTHREE's hedge fund based in Stamford, CT $268M in tracked AUM across 18 positions as of Q1 2026.

F
FOURSIXTHREE·Stamford, CT·Hedge Fund
CIK 0001897652 · last filed Mar 31, 2026
Total AUM
$268M
9.7%
vs prior
Holdings
18
positions
Whale Score
71
71
strong
Activity
no data
changes this Q
Top sector
Financials
50% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

FourSixThree Capital LP manages a highly concentrated portfolio characterized by a "high-conviction" investment philosophy. As of the report date September 30, 2025, the firm’s total assets under management (AUM) stood at approximately $212.33 million, spread across just 13 holdings. This represents a significant reduction in capital, with the portfolio value decreasing by 26.0% from the previous quarter's $286.78 million. The decline in value is likely attributable to a ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VISN
VISTANCE NETWORKS INC
$55M3.0M20.6%
02
HOLX
HOLOGIC INC
$47M620K17.5%
03
TDS
TELEPHONE & DATA SYS INC
$40M941K14.8%
04
CSWC 5.125 11/15/29
CAPITAL SOUTHWEST CORP
$29M28.8M11.0%
05
TDAY
USA TODAY CO INC
$16M2.3M6.1%
06
SATS
ECHOSTAR CORP
$16M138K6.0%
07
CAR
AVIS BUDGET GROUP INC
$13M90K4.9%
08
METC
RAMACO RES INC
$13M812K4.7%
09
DOW
DOW HLDGS INC
$11M268K4.2%
10
IAC
IAC INC
$11M275K4.1%

Filing history

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