William M. Kelly
Foursixthree Capital Lp
Assets Managed
$268.364M
Holdings
17
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
4.23%(2Q avg: -12.48%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Foursixthree Capital Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 17 positions.
Assets under management
The assets under management (AUM) of Foursixthree Capital Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 268.364M in assets, with a quarterly growth rate of 4.23% and a 2-quarter average growth rate of -12.48%. The portfolio is managed by William M. Kelly, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
COMM Commscope Holding Co Inc
| 20.61% | $55.284M 3.038M shares@ $18.21 avg price | Increased 0.18% |
HOLX Hologic Inc
| 17.46% | $46.836M 619,600 shares@ $75.59 avg price | New Position |
TDS Telephone And Data Systems
| 14.77% | $39.613M 940,927 shares@ $42.11 avg price | Decreased -22.22% |
ur-9⤦ Capital Southwest Corp
| 10.97% | $29.413M 28.833M shares@ $1.03 avg price | Increased 34.11% |
GCI Gannett Co Inc
| 6.06% | $16.26M 2.306M shares@ $7.05 avg price | Increased 1.55% |
SATS Echostar Corp-a
| 6.03% | $16.156M 138,001 shares@ $117.07 avg price | Decreased -75.07% |
CAR Avis Budget Group Inc
| 4.9% | $13.127M 90,000 shares@ $145.85 avg price | New Position |
METC Ramaco Resources Inc-a
| 4.68% | $12.55M 811,760 shares@ $15.47 avg price | Increased 154.3% |
DOW Dow Inc
| 4.16% | $11.162M↓ Put 268,000 shares@ $41.65 avg price | New Position |
IAC Iac Inc
| 4.1% | $10.994M 274,650 shares@ $40.04 avg price | New Position |
1-10 of 17