In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Foursixthree Capital LP reported 13 stock positions worth $370.4 million . Its top holding was DPC (DPC) at 27.1% of the portfolio, followed by People (PPLI, 16.7% ) and Telephone and Data Systems (TDS, 14.0% ). Compared with Q1 2026, it opened 7 new positions, sold out of 5 and added to 5. The biggest buy was a new position in DPC (DPC) and the biggest sale an exit from Vistance Networks (VISN).
Location NEW YORK, NY
CIK 0001897652
Portfolio Value $370.4M (Q2 2026) Holdings 13 stocks · $370.4M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 DPC DPC Holdings PLC 2,044,250 $100.3M New PPLI People Inc. 1,342,201 $62.0M Add +388.7% TDS Telephone and Data Systems 1,405,682 $52.0M Add +49.4% ECHO Echostar Corp. Class A 440,146 $44.7M Add +218.9% VSAT Viasat Inc. 401,189 $36.0M New SVC Service Pptys TR 13,153,828 $22.2M New IHRT Iheartmedia Inc. Class A 3,916,734 $16.8M Add +51.0% METC Ramaco Resources Inc. Class A 851,760 $11.3M Add +4.9% SBGI Sinclair Inc. 578,451 $8.2M New STHO Star Holdings filed as STAR HLDGS 883,897 $8.1M No change XIFR XPLR Infrastructure LP 351,539 $4.2M New BTDR Bitdeer Technologies Group-A 150,000 $2.4M New WBD Warner Bros Discovery Inc. 86,000 $2.3M New
Options reported separately and not counted above: DOW puts ($4.2M), BUR puts ($1.7M).
Other holdings (2): bonds, preferreds, convertibles and warrants · $108.4M (not counted above) Total filed on the 13F, all lines: $478.8M.
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ VISN Vistance Networks Inc. Sold out 0.00% −27.18 HOLX Hologic Inc. Sold out 0.00% −11.51 TDAY USA Today Co. Inc. Sold out 0.00% −8.00 CAR Avis Budget Group Inc. Sold out 0.00% −6.45 OPTU Optimum Communications Inc. Class A Sold out 0.00% −0.84
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ DPC DPC Holdings PLC New 27.08% +27.08 PPLI People Inc. Add +388.7% 16.73% +11.32 VSAT Viasat Inc. New 9.73% +9.73 SVC Service Pptys TR New 6.00% +6.00 ECHO Echostar Corp. Class A Add +218.9% 12.06% +4.12 SBGI Sinclair Inc. New 2.23% +2.23 XIFR XPLR Infrastructure LP New 1.12% +1.12 IHRT Iheartmedia Inc. Class A Add +51.0% 4.54% +0.81 BTDR Bitdeer Technologies Group-A New 0.64% +0.64 WBD Warner Bros Discovery Inc. New 0.62% +0.62 METC Ramaco Resources Inc. Class A Add +4.9% 3.04% −3.13 TDS Telephone and Data Systems Add +49.4% 14.04% −5.43
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ HOLX Hologic Inc. put Sold out 309,800 $23.4Mbefore exit DOW Dow Inc. put Reduce -43.1% 152,500 $4.2M BUR Burford Capital Ltd. put Add +91.5% 418,500 $1.7M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2026 → Q2 2026 Security Class Change vs Q1 2026 Shares / Principal Value ▼ CAPITAL SOUTHWEST CORP (CSWC 5.125 11/15/29) NOTE 5.125%11/1 · principal Add +131.8% 66,836,000 $70.0M CABLE ONE INC (CABO 1.125 03/15/28) NOTE 1.125% 3/1 · principal New 58,121,000 $38.4M MDAIW Spectral AI -CW27 *W EXP 09/11/202 Sold out 11,666 $7Kbefore exit BAERW Wildfire New Pubco Inc.-27 *W EXP 01/24/202 Sold out 10,000 $4Kbefore exit SDAWW Suncar Technology Group -28 *W EXP 05/17/202 Sold out 10,000 $3Kbefore exit
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 13 $370.4M DPC, PPLI, TDS, ECHO, VSAT Q1 2026 11 $203.4M VISN, TDS, HOLX, TDAY, ECHO Q4 2025 10 $193.3M ECHO, TDS, VISN, TDAY, IHRT Q3 2025 10 $252.5M TDS, ECHO, VISN, LITE, CIEN Q2 2025 10 $155.3M TDS, VISN, CIEN, ROIV, ABUS Q1 2025 11 $159.4M TDS, VISN, TLN, LITE, ROIV Q4 2024 9 $114.7M TDS, VISN, EQT, STHO, INDV