Fosse Capital Partners LLP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Fosse Capital Partners LLP reported 3 stock positions worth $182.0 million. Its top holding was Liberty Media Class C (FWONK) at 44.8% of the portfolio, followed by Trane Technologies (TT, 35.6%) and Honeywell Aerospace (HONA, 19.6%). Compared with Q1 2026, it opened 1 new position and reduced 1. The biggest buy was a new position in Honeywell Aerospace (HONA) and the biggest sale Trane Technologies (TT, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001789908
- Portfolio Value
- $182.0M (Q2 2026)
- SEC Filing
- 0001789908-26-000005 ↗ filed Aug 13, 2026
Holdings Value
Holdings 3 stocks · $182.0M
Portfolio Sells Q1 2026 → Q2 2026
| TT Trane Technologies PLC | Reduce -12.1% | 35.56% | −10.58 |
Portfolio Buys Q1 2026 → Q2 2026
| HONA Honeywell Aerospace Inc. | New | 19.60% | +19.60 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 3 | $182.0M | FWONK, TT, HONA |
| Q1 2026 | 2 | $135.4M | FWONK, TT |
| Q4 2025 | 2 | $142.8M | FWONK, TT |
| Q3 2025 | 2 | $164.7M | FWONK, TT |
| Q2 2025 | 2 | $172.6M | FWONK, TT |
| Q1 2025 | 3 | $215.7M | FWONK, GOOGL, TT |
| Q4 2024 | 3 | $270.2M | GOOGL, FWONK, TT |
| Q3 2024 | 3 | $243.4M | GOOGL, FWONK, TT |
| Q2 2024 | 3 | $286.9M | GOOGL, TT, FWONK |
| Q1 2024 | 3 | $251.9M | GOOGL, TT, FWONK |