Foursixthree Capital LP 13F 持仓 · 2026年Q2
Foursixthree Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 15 只证券，申报市值合计 4.85 亿美元。前几大持仓：DPC（20.69%）、CSWCL（14.44%）、PPLI（12.78%）。本季前 25 大持仓中：新建仓 8 只、增持 7 只、减持 1 只、清仓 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DPC | DPC HOLDINGS PLC | $100.3M | 20.69% | 2.0M | 新建仓 |
| 2 | CSWCL | CAPITAL SOUTHWEST CORP | $70.0M | 14.44% | 0 | 增持 |
| 3 | PPLI | PEOPLE INC | $62.0M | 12.78% | 1.3M | 增持 |
| 4 | TDS | TELEPHONE & DATA SYS INC | $52.0M | 10.73% | 1.4M | 增持 |
| 5 | ECHO | ECHOSTAR CORP | $44.7M | 9.22% | 440,146 | 增持 |
| 6 | CABO | CABLE ONE INC | $38.4M | 7.91% | 0 | 新建仓 |
| 7 | VSAT | VIASAT INC | $36.0M | 7.43% | 401,189 | 新建仓 |
| 8 | SVC | SERVICE PPTYS TR | $22.2M | 4.59% | 13.2M | 新建仓 |
| 9 | IHRT | IHEARTMEDIA INC | $16.8M | 3.47% | 3.9M | 增持 |
| 10 | METC | RAMACO RES INC | $11.3M | 2.33% | 851,760 | 增持 |
| 11 | SBGI | SINCLAIR INC | $8.2M | 1.70% | 578,451 | 新建仓 |
| 12 | STHO | STAR HLDGS | $8.1M | 1.67% | 883,897 | 持平 |
| 13 | DOW | DOW HLDGS INC | $4.2M | 0.86% | 152,500 | 减持 |
| 14 | XIFR | XPLR INFRASTRUCTURE LP | $4.2M | 0.86% | 351,539 | 新建仓 |
| 15 | BTDR | BITDEER TECHNOLOGIES GROUP | $2.4M | 0.49% | 150,000 | 新建仓 |
| 16 | WBD | WARNER BROS DISCOVERY INC | $2.3M | 0.47% | 86,000 | 新建仓 |
| 17 | BUR | BURFORD CAPITAL LIMITED | $1.7M | 0.35% | 418,500 | 增持 |
| 18 | BAERW | BRIDGER AEROSPACE GRP HLDGS | $0 | 0.00% | 0 | 清仓 |
| 19 | CAR | AVIS BUDGET GROUP INC | $0 | 0.00% | 0 | 清仓 |
| 20 | HOLX | HOLOGIC INC | $0 | 0.00% | 0 | 清仓 |
| 21 | MDAIW | SPECTRAL AI INC | $0 | 0.00% | 0 | 清仓 |
| 22 | OPTU | OPTIMUM COMMUNICATIONS INC | $0 | 0.00% | 0 | 清仓 |
| 23 | SDAWW | SUNCAR TECHNOLOGY GROUP INC | $0 | 0.00% | 0 | 清仓 |
| 24 | TDAY | USA TODAY CO INC | $0 | 0.00% | 0 | 清仓 |
| 25 | VISN | VISTANCE NETWORKS INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR