Fosse Capital Partners LLP
FOSSE CAPITAL PARTNERS LLP is a hedge fund based in London, United Kingdom. The firm primarily manages public equities and reports quarterly holdings to the SEC as an institutional investment manager. Recent filings show a focused portfolio of typically 1-2 securities totaling approximately $173 million in assets under management as of June 2025. The firm serves global institutional clients and was founded prior to 2019.
Investment Strategy
Fosse Capital Partners LLP pursues a highly concentrated, fundamental long-short equity strategy focusing on select public companies with compelling risk/reward profiles. The portfolio is often comprised of just a few large positions reflecting high conviction. Holdings in recent quarters have emphasized U.S. and global industrials and media, exemplified by significant allocations to Liberty Media Corp (FWONK) and Trane Technologies. The firm actively manages position size and will exit investments where valuation or fundamentals shift.
Top Holdings
Equity Positions (2)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FWONK | LIBERTY MEDIA CORP DEL | 59.09% | $102.0M | 975,783 | $62.83 | $104.50 | +$14.1M |
T TT | TRANE TECHNOLOGIES PLC | 40.91% | $70.6M | 161,425 | $145.57 | $437.41 | +$16.2M |