Investor
FOURSIXTHREE CAPITAL LP
CIK 0001897652 · filed 2026-05-15 · SEC filing
13F book
$268.4M
Positions
15
3 new · 3 sold
Largest name
20.6%
Commscope Hldg Co Inc · VISN
Est. mark
$2.11M
Price effect on 12 names still held. Flow −$6.89M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Commscope Hldg Co Inc | VISN | 3.04M | $55.3M | 20.6% | $138.8K | Added$19.3M |
| Telephone & Data Sys Inc | — | 940.9K | $39.6M | 14.8% | $1.04M | Cut−$9.99M |
| Capital Southwest Corp | CSWC | 28.8M | $29.4M | 11.0% | $530.4K | Added$8.01M |
| Hologic Inc | — | 309.8K | $23.4M | 8.7% | — | New |
| USA TODAY Co., Inc. | TDAY | 2.31M | $16.3M | 6.1% | $4.32M | Added$4.56M |
| Echostar Corp | ECHO | 138K | $16.2M | 6.0% | $1.16M | Cut−$44M |
| Avis Budget Group, Inc. | CAR | 90K | $13.1M | 4.9% | — | New |
| Ramaco Res Inc | — | 811.8K | $12.5M | 4.7% | −$810.8K | Added$6.8M |
| Iac Inc | PPLI | 274.6K | $11M | 4.1% | — | New |
| Iheartmedia Inc | — | 2.59M | $7.57M | 2.8% | −$3.22M | Held |
| Star Hldgs | — | 883.9K | $6.69M | 2.5% | −$583.4K | Held |
| Optimum Communications, Inc. | OPTU | 1.31M | $1.7M | 0.6% | −$458.5K | Cut−$5.95M |
| Spectral Ai Inc | — | 11.7K | $6.53K | 0.0% | $1.28K | Held |
| Bridger Aerospace Grp Hldgs | — | 10K | $3.9K | 0.0% | $1.91K | Held |
| Suncar Technology Group Inc | — | 10K | $2.5K | 0.0% | $2.08K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.