Fosse Capital Partners LLP

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Fosse Capital Partners LLP reported 3 stock positions worth $215.7 million. Its top holding was Liberty Media Class C (FWONK) at 40.7% of the portfolio, followed by Alphabet Class A (GOOGL, 34.1%) and Trane Technologies (TT, 25.2%). Compared with Q4 2024, it reduced 3. The biggest sale was Alphabet Class A (GOOGL, shares −15%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001789908
Portfolio Value
$215.7M (Q1 2025)
SEC Filing
0001789908-25-000003 ↗ filed May 13, 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 Q4 2024 Q1 2025: $215.7M $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 · $215.7M
FWONK Liberty Media Corp. Class C 40.72% 975,783 $87.8M Reduce -12.4%
GOOGL Alphabet Inc. Class A 34.06% 475,124 $73.5M Reduce -14.8%
TT Trane Technologies PLC 25.22% 161,425 $54.4M Reduce -2.9%

Portfolio Sells Q4 2024 → Q1 2025
GOOGL Alphabet Inc. Class A Reduce -14.8% 34.06% −4.99
TT Trane Technologies PLC Reduce -2.9% 25.22% +2.48
FWONK Liberty Media Corp. Class C Reduce -12.4% 40.72% +2.51

Portfolio Buys Q4 2024 → Q1 2025
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