Fosse Capital Partners LLP

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), Fosse Capital Partners LLP reported 3 stock positions worth $251.9 million. Its top holding was Alphabet Class A (GOOGL) at 38.8% of the portfolio, followed by Trane Technologies (TT, 33.2%) and Liberty Media Class C (FWONK, 28.0%). Compared with Q4 2023, it reduced 1. The biggest sale was Trane Technologies (TT, shares −23%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001789908
Portfolio Value
$251.9M (Q1 2024)
SEC Filing
0001789908-24-000003 ↗ filed May 10, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $251.9M $251.9M Q1 2024 Q2 2024: $286.9M Q2 2024 Q3 2024: $243.4M Q3 2024 Q4 2024: $270.2M Q4 2024 Q1 2025: $215.7M Q1 2025 Q2 2025: $172.6M Q2 2025 Q3 2025: $164.7M Q3 2025 Q4 2025: $142.8M Q4 2025 Q1 2026: $135.4M Q1 2026 Q2 2026: $182.0M Q2 2026

Holdings 3 stocks · $251.9M
GOOGL Alphabet Inc. Class A 38.85% 648,495 $97.9M No change
TT Trane Technologies PLC 33.15% 278,253 $83.5M Reduce -23.1%
FWONK Liberty Media Corp. Class C 28.00% 1,075,313 $70.5M No change

Portfolio Sells Q4 2023 → Q1 2024
TT Trane Technologies PLC Reduce -23.1% 33.15% −2.62

Portfolio Buys Q4 2023 → Q1 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$182.0MFWONK, TT, HONA
Q1 2026 2$135.4MFWONK, TT
Q4 2025 2$142.8MFWONK, TT
Q3 2025 2$164.7MFWONK, TT
Q2 2025 2$172.6MFWONK, TT
Q1 2025 3$215.7MFWONK, GOOGL, TT
Q4 2024 3$270.2MGOOGL, FWONK, TT
Q3 2024 3$243.4MGOOGL, FWONK, TT
Q2 2024 3$286.9MGOOGL, TT, FWONK
Q1 2024 3$251.9MGOOGL, TT, FWONK