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Fosse Capital Partmers LLP
Fosse Capital Partmers LLP is an institution, managing $164.7M across 2 long positions as of Q3 2025 with 59% Communication Services concentration, with only 2 positions, and 59% allocation to FWONK.
- Portfolio Value
- $164.7M
- Positions
- 2
- Top Holding
- FWONK at 58.65%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Fosse Capital Partmers LLP's portfolio (100% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Entertainment Communication Services | $96.6M | 58.65% | -$5.3M Sold | 0.37% 924.9K shares | |
Construction Industrials | $68.1M | 41.35% | — | 0.07% 161.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Fosse Capital Partmers LLP's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
| No increased positions | |
Decreased Positions
| Position | Shares Δ |
|---|---|
-5.22% |
Analytics
Portfolio insights and performance metrics for Fosse Capital Partmers LLP
GthenA