FOURSIXTHREE CAPITAL LP Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$257.5M

Holdings

16

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (16 positions)

#StockSharesValue% PortfolioType
1
SATSECHOSTAR CORP
553,614$60.2M23.37%
2
VISNCOMMSCOPE HLDG CO INC
3,032,320$55.0M21.35%Call
3
TDSTELEPHONE & DATA SYS INC
1,209,849$49.6M19.26%
4
METC 0 11/01/31RAMACO RES INC
27,000,000$22.8M8.87%
5
CSWC 5.125 11/15/29CAPITAL SOUTHWEST CORP
21,500,000$21.4M8.31%
6
TDAYUSA TODAY CO INC
2,271,441$11.7M4.54%
7
IHRTIHEARTMEDIA INC
2,594,105$10.8M4.19%
8
OPTUOPTIMUM COMMUNICATIONS INC
4,639,586$7.7M2.97%
9
STHOSTAR HLDGS
883,897$7.3M2.83%
10
RAMACO RES INC
319,225$5.7M2.23%
11
PPTAPERPETUA RESOURCES CORP
105,743$2.6M0.99%
12
NIOCORP DEVS LTD
352,063$1.9M0.72%
13
CODICOMPASS DIVERSIFIED
182,500$876K0.34%Put
14
MDAIWSPECTRAL AI INC
11,666$5K0.00%
15
BAERWBRIDGER AEROSPACE GRP HLDGS
10,000$1K0.00%
16
SUNCAR TECHNOLOGY GROUP INC
10,000$00.00%