Fosse Capital Partners LLP

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Fosse Capital Partners LLP reported 2 stock positions worth $142.8 million. Its top holding was Liberty Media Class C (FWONK) at 59.2% of the portfolio, followed by Trane Technologies (TT, 40.8%). Compared with Q3 2025, it reduced 2. The biggest sale was Trane Technologies (TT, shares −7%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001789908
Portfolio Value
$142.8M (Q4 2025)
SEC Filing
0001789908-26-000001 ↗ filed Feb 12, 2026

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 Q1 2025 Q2 2025: $172.6M Q2 2025 Q3 2025: $164.7M Q3 2025 Q4 2025: $142.8M $142.8M Q4 2025 Q1 2026: $135.4M Q1 2026 Q2 2026: $182.0M Q2 2026

Holdings 2 stocks · $142.8M
FWONK Liberty Media Corp. Class C 59.16% 857,695 $84.5M Reduce -7.3%
TT Trane Technologies PLC 40.84% 149,862 $58.3M Reduce -7.2%

Portfolio Sells Q3 2025 → Q4 2025
TT Trane Technologies PLC Reduce -7.2% 40.84% −0.51
FWONK Liberty Media Corp. Class C Reduce -7.3% 59.16% +0.51

Portfolio Buys Q3 2025 → Q4 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