Foursixthree Capital LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Foursixthree Capital LP reported 9 stock positions worth $114.7 million. Its top holding was Telephone and Data Systems (TDS) at 40.2% of the portfolio, followed by Vistance Networks (VISN, 27.0%) and Eqt (EQT, 11.6%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001897652
- Portfolio Value
- $114.7M (Q4 2024)
- SEC Filing
- 0000905148-25-000665 ↗ filed Feb 14, 2025
Holdings Value
Holdings 9 stocks · $114.7M
| TDS Telephone and Data Systems | 40.16% | 1,350,816 | $46.1M | — |
| VISN Vistance Networks Inc. filed as COMMSCOPE HLDG CO INC | 27.01% | 5,948,421 | $31.0M | — |
| EQT Eqt Corp. | 11.63% | 289,285 | $13.3M | — |
| STHO Star Holdings filed as STAR HLDGS | 8.02% | 946,296 | $9.2M | — |
| INDV Indivior Ltd. | 4.04% | 373,231 | $4.6M | — |
| NBIS Nebius Group NV | 3.14% | 130,000 | $3.6M | — |
| TMQ Trilogy Metals Inc. | 2.57% | 2,546,289 | $3.0M | — |
| OPTU Optimum Communications Inc. Class A filed as ALTICE USA INC | 2.05% | 976,314 | $2.4M | — |
| OPITQ Office Properties Income Tru | 1.38% | 1,578,701 | $1.6M | — |
Options reported separately and not counted above: IWM puts ($70.2M), TDS puts ($31.0M), K calls ($29.0M), JWN calls ($17.9M), PSEC puts ($9.2M), ABR calls ($8.2M), LUMN puts ($2.9M), FYBR calls ($2.0M), PSEC calls ($1.3M), KOS puts ($513K), KSS puts ($351K), VISN calls ($310K), and 1 more.
Other holdings (3): bonds, preferreds, convertibles and warrants · $13K (not counted above)
Total filed on the 13F, all lines: $114.8M.
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |