Fosse Capital Partners LLP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Fosse Capital Partners LLP reported 2 stock positions worth $172.6 million. Its top holding was Liberty Media Class C (FWONK) at 59.1% of the portfolio, followed by Trane Technologies (TT, 40.9%). Compared with Q1 2025, it sold out of 1. The biggest sale was an exit from Alphabet Class A (GOOGL).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001789908
- Portfolio Value
- $172.6M (Q2 2025)
- SEC Filing
- 0001789908-25-000004 ↗ filed Aug 12, 2025
Holdings Value
Holdings 2 stocks · $172.6M
Portfolio Sells Q1 2025 → Q2 2025
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −34.06 |
Portfolio Buys Q1 2025 → Q2 2025
| None this quarter. | |||
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 |