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Foursixthree Capital LP

CIK:0001897652
Hedge Fund
$2B AUM
19 holdings
New York, NY, US
Founded:2022
17 employees
Latest filing:Jun 30, 2025

FOURSIXTHREE CAPITAL LP is a hedge fund headquartered in New York, NY. Founded in Delaware and registered as an investment adviser with the SEC, the firm manages portfolios for institutional clients and specializes in alternative asset management. As of 2025, it employs approximately 17 staff members and serves primarily investors interested in hedge fund strategies.

Investment Strategy

Foursixthree Capital LP pursues a long/short equity strategy focused mainly on U.S. publicly traded securities. The firm actively manages a concentrated portfolio, taking positions in companies from sectors such as technology, real estate, communications, and financials, employing deep fundamental research, risk management tools, and tactical allocation to maximize risk-adjusted returns for institutional and high-net-worth investors.

Latest 13F Filing Activity

Foursixthree Capital LP filed their most recent 13F report on Jun 30, 2025 disclosing 11 equity positions and 4 options positions with a total 13F market value of $287M. The fund increased holdings in Ciena Corp., Altice USA Inc., Telephone & Data SYS Inc. among other positions. Foursixthree Capital LP reduced exposure to Talen Energy Corp., Lumentum HLDGS Inc., Commscope HLDG Co. Inc. among others.

Top Buys
C
CIENCIENA CORP
+$23.4M
C
COMMCOMMSCOPE HLDG CO INC
-$4.0M
A
ATUSALTICE USA INC
+$3.6M
T
TDSTELEPHONE & DATA SYS INC
+$2.1M
R
ROIVROIVANT SCIENCES LTD
+$1.6M
Top Sells
T
TLNTALEN ENERGY CORP
-$17.5M
L
LITELUMENTUM HLDGS INC
-$8.5M
C
COMMCOMMSCOPE HLDG CO INC
-$4.0M
T
TDSTELEPHONE & DATA SYS INC
+$2.1M
R
ROIVROIVANT SCIENCES LTD
+$1.6M

Top Holdings

T
TDSTELEPHONE & DATA SYS INC
+20.1%$57.8M
C
COMMCOMMSCOPE HLDG CO INC
+11.9%$34.0M
C
CIENCIENA CORP
+8.1%$23.4M
R
ROIVROIVANT SCIENCES LTD
+3.5%$10.1M
A
ABUSARBUTUS BIOPHARMA CORP
+2.8%$7.9M

Equity Positions (11)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
TELEPHONE & DATA SYS INC20.15%$57.8M1,623,799$34.52$35.58+$2.1M
COMMSCOPE HLDG CO INC11.85%$34.0M4,104,879$5.23$8.28-$4.0M
CIENA CORP8.15%$23.4M287,247$81.33$81.33+$23.4M
ROIVANT SCIENCES LTD3.54%$10.1M900,000$10.16$11.27+$1.6M
ARBUTUS BIOPHARMA CORP2.76%$7.9M2,557,367$3.47$3.09-$649.7K

Options Positions (4)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
TELEPHONE & DATA SYS INCBought
Put
$54.3M15,258$35.58$35.59+1,904+$2.6M
COMMSCOPE HLDG CO INCBought
Call
$9.3M11,220$8.28$8.28+11,220+$9.3M
ARBOR REALTY TRUST INCBought
Call
$4.4M4,125$10.70$10.70+4,125+$4.4M
KOHLS CORP
Put
$848.0K1,000$8.48$9.650+$30.0K

Industry Allocation

RADIO & TV BROADCASTING & COMMUNICATIONS EQUIPMENT
+27.4%
TELEPHONE COMMUNICATIONS (NO RADIOTELEPHONE)
+21.1%
COMMUNICATIONS SERVICES, NEC
+12.6%
COMMUNICATIONS EQUIPMENT, NEC
+9.2%
TELEPHONE & TELEGRAPH APPARATUS
+8.0%