1y return+89.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $244 against $127 in the S&P 500.2
Foursixthree Capital LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Dpc Holdings PLCCUSIP G2R11M108 | $100.3M | 27.1% | New |
| PPLIPeople Inc | $62.0M | 16.7% | +388.7% |
| TDSTelephone & Data Sys Inc | $52.0M | 14.0% | +49.4% |
| ECHOEchostar Corp | $44.7M | 12.1% | +218.9% |
| VSATViasat Inc | $36.0M | 9.7% | New |
| Service Pptys TrCUSIP 81761L102 | $22.2M | 6.0% | New |
| IHRTIheartmedia Inc | $16.8M | 4.5% | +51.0% |
| METCRamaco Res Inc | $11.3M | 3.0% | +4.9% |
| SBGISinclair Inc | $8.2M | 2.2% | New |
| STHOStar Hldgs | $8.1M | 2.2% | |
| XIFRXplr Infrastructure LP | $4.2M | 1.1% | New |
| Bitdeer Technologies GroupCUSIP G11448100 | $2.4M | 0.6% | New |
| Warner Bros Discovery IncCUSIP 934423104 | $2.3M | 0.6% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| IHRTIheartmedia Inc | March 31, 2025 | +160.0% | $16.8M |
| ECHOEchostar Corp | September 30, 2025 | +32.9% | $44.7M |
| PPLIPeople Inc | March 31, 2026 | +15.3% | $62.0M |
| TDSTelephone & Data Sys Inc | December 31, 2024 | +8.5% | $52.0M |
| STHOStar Hldgs | December 31, 2024 | −6.2% | $8.1M |
| METCRamaco Res Inc | December 31, 2025 | −26.5% | $11.3M |
Sold off last quarter
- VISNVistance Networks Inc was $55.3M
- Hologic IncCUSIP 436440101 was $23.4M
- TDAYUsa Today Co Inc was $16.3M
- CARAvis Budget Group Inc was $13.1M
- OPTUOptimum Communications Inc was $1.7M
- MDAIWSpectral Ai Inc was $6,532
- BAERWBridger Aerospace Grp Hldgs was $3,900
- Suncar Technology Group IncCUSIP G85727116 was $2,500
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −7.3% | +14.8% |
| March 31, 2026 | +2.2% | −4.6% |
| December 31, 2025 | +37.9% | +2.4% |
| September 30, 2025 | +45.1% | +7.8% |
| June 30, 2025 | +22.1% | +10.5% |
| March 31, 2025 | +5.4% | −4.6% |
| March 31, 2024 | +6.7% | +10.0% |
| December 31, 2023 | +7.5% | +11.2% |
| September 30, 2023 | −1.6% | −3.6% |
| June 30, 2023 | +1.6% | +8.3% |
| March 31, 2023 | +0.7% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Foursixthree Capital LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1897652&type=13F-HR&dateb=&owner=include&count=40CIK 1897652
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1897652/000090514826003751/Filed August 14, 2026 · accession 0000905148-26-003751