Fosse Capital Partners LLP

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Fosse Capital Partners LLP reported 3 stock positions worth $270.2 million. Its top holding was Alphabet Class A (GOOGL) at 39.1% of the portfolio, followed by Liberty Media Class C (FWONK, 38.2%) and Trane Technologies (TT, 22.7%). Its holdings were unchanged from Q3 2024.

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001789908
Portfolio Value
$270.2M (Q4 2024)
SEC Filing
0001789908-25-000002 ↗ filed Feb 12, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $251.9M Q1 2024 Q2 2024: $286.9M Q2 2024 Q3 2024: $243.4M Q3 2024 Q4 2024: $270.2M $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 · $270.2M
GOOGL Alphabet Inc. Class A 39.06% 557,495 $105.5M No change
FWONK Liberty Media Corp. Class C 38.21% 1,114,263 $103.2M No change
TT Trane Technologies PLC 22.73% 166,317 $61.4M No change

Portfolio Sells Q3 2024 → Q4 2024
None this quarter.

Portfolio Buys Q3 2024 → Q4 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