Fosse Capital Partners LLP
•CIK: 1789908•Filing: Q4 2025
**Fosse Capital Partners LLP** manages $143M, employing a concentrated, high-conviction investment strategy. The fund's current portfolio is anchored by two significant positions: FWONK, representing $84.5M, and WBKCY, valued at $58.3M. This allocation suggests a deep focus on specific, high-potential names within their investment mandate. The current structure indicates a highly concentrated approach to generating alpha for its limited partners.
Total AUM
$142.8M
QoQ Performance
-13.3%
Positions
2
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
FWONK
TT
FWONK59.2%
TT40.8%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
Sector Breakdown
Communication59.2%
Other40.8%
Changes from Q3 2025
↓2 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023