Institutional Manager · CIK 0001789908
Fosse Capital Partners LLP
LONDON, X0 · File #028-20789
Latest AUM
$142.8M
Positions
2
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | LIBERTY MEDIA CORP DEL | FWONB | -67,163 | -$6.6M | -$5.5M |
| REDUCE | TRANE TECHNOLOGIES PLC | TT | -11,563 | -$4.5M | -$5.3M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20252 pos · $142.8M
- 13F HOLDINGS REPORTQ/E Sep 20252 pos · $164.7M
- 13F HOLDINGS REPORTQ/E Jun 20252 pos · $172.6M
- 13F HOLDINGS REPORTQ/E Mar 20253 pos · $215.7M
- 13F HOLDINGS REPORTQ/E Dec 20243 pos · $270.2M
- 13F HOLDINGS REPORTQ/E Sep 20243 pos · $243.4M
- 13F HOLDINGS REPORTQ/E Jun 20243 pos · $286.9M
- 13F HOLDINGS REPORTQ/E Mar 20243 pos · $251.9M
- 13F HOLDINGS REPORTQ/E Dec 20235 pos · $230.2M
Top 2 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | LIBERTY MEDIA CORP DEL | FWONB | 857,695 | $84.5M | 59.16% |
| 2 | TRANE TECHNOLOGIES PLC | TT | 149,862 | $58.3M | 40.84% |