FOURSIXTHREE CAPITAL LP

NEW YORK, NY · CIK 1897652 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2021 · limited partnership

$478.8m reported value +105.7% vs Q1 2026

15positions

94.7%in top 10

8 new 6 added 0 reduced 8 sold out vs Q1 2026

Options: 0 call positions (— notional), 2 put positions ($5.9m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DPC HOLDINGS PLC ORDINARY SHARES DPC	DPC	2,044,250	$100.3m20.95%	20.95%	New
2	CAPITAL SOUTHWEST CORP NOTE 5.125%11/1 · principal CSWC 5.125 11.15.29 · principal	CSWC 5.125 11.15.29	66,836,000	$70.0m14.62%	14.62%	Added +38.0m	+38,003,000 131.8%
3	IAC INC COM NEW PPLI	PPLI	1,342,201	$62.0m12.94%	12.94%	Added +1.1m	+1,067,551 388.7%
4	TELEPHONE & DATA SYS INC COM NEW TDS	TDS	1,405,682	$52.0m10.87%	10.87%	Added +464.8k	+464,755 49.4%
5	ECHOSTAR CORP CL A ECHO	ECHO	440,146	$44.7m9.33%	9.33%	Added +302.1k	+302,145 218.9%
6	CABLE ONE INC NOTE 1.125% 3/1 · principal CABO 1.125 03.15.28 · principal	CABO 1.125 03.15.28	58,121,000	$38.4m8.01%	8.01%	New
7	VIASAT INC COM VSAT	VSAT	401,189	$36.0m7.53%	7.53%	New
8	SERVICE PPTYS TR COM SH BEN INT COM SH BEN INT		13,153,828	$22.2m4.64%	4.64%	New
9	IHEARTMEDIA INC COM CL A IHRT	IHRT	3,916,734	$16.8m3.51%	3.51%	Added +1.3m	+1,322,629 51.0%
10	RAMACO RES INC COM CL A METC	METC	851,760	$11.3m2.35%	2.35%	Added +40.0k	+40,000 4.9%
11	SINCLAIR INC CL A SBGI	SBGI	578,451	$8.2m1.72%	1.72%	New
12	STAR HLDGS SHS BEN INT STHO	STHO	883,897	$8.1m1.69%	1.69%	Unchanged
13	NEXTERA ENERGY PARTNERS LP COM UNIT PART IN XIFR	XIFR	351,539	$4.2m0.87%	0.87%	New
14	BITDEER TECHNOLOGIES GROUP CL A ORD SHS BTDR	BTDR	150,000	$2.4m0.50%	0.50%	New
15	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	86,000	$2.3m0.48%	0.48%	New

Security	Ticker	Shares held before	Value then
COMMSCOPE HLDG CO INC VISN	VISN	3,037,598	$55.3m3.0m shares
HOLOGIC INC HOLX	HOLX	309,800	$23.4m309.8k shares
GANNETT CO INC TDAY	TDAY	2,306,441	$16.3m2.3m shares
AVIS BUDGET GROUP CAR	CAR	90,000	$13.1m90.0k shares
ALTICE USA INC OPTU	OPTU	1,310,063	$1.7m1.3m shares
SPECTRAL AI INC MDAIW	MDAIW	11,666	$6.5k11.7k shares
BRIDGER AEROSPACE GRP HLDGS BAERW	BAERW	10,000	$3.9k10.0k shares
SUNCAR TECHNOLOGY GROUP INC SDAWW	SDAWW	10,000	$2.5k10.0k shares

Underlying	Ticker	Type	Shares controlled	Notional	Change
DOW INC DOW · Put	DOW	Put	152,500	$4.2m152.5k shares	Reduced
BURFORD CAP LTD BUR · Put	BUR	Put	418,500	$1.7m418.5k shares	Added