$207 Million is the total value of Fosse Capital Partners LLP's 6 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DIS | New | DISNEY WALT CO | $44,353,000 | – | 244,803 | +100.0% | 21.38% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $43,008,000 | – | 24,539 | +100.0% | 20.74% | – |
| TT | New | TRANE TECHNOLOGIES PLC | $41,481,000 | – | 285,759 | +100.0% | 20.00% | – |
| EFX | New | EQUIFAX INC | $39,190,000 | – | 203,226 | +100.0% | 18.89% | – |
| FWONK | New | LIBERTY MEDIA CORP DEL | $32,044,000 | – | 752,212 | +100.0% | 15.45% | – |
| GOTU | New | GSX TECHEDU INCput | $7,343,000 | – | 142,000 | +100.0% | 3.54% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALPHABET INC | 12 | Q3 2023 | 38.2% |
| TRANE TECHNOLOGIES PLC | 12 | Q3 2023 | 31.9% |
| LIBERTY MEDIA CORP DEL | 11 | Q2 2023 | 32.0% |
| DISNEY WALT CO | 11 | Q2 2023 | 23.8% |
| GSX TECHEDU INC | 3 | Q2 2021 | 3.5% |
| EQUIFAX INC | 2 | Q1 2021 | 18.9% |
| LIBERTY MEDIA CORP DEL | 1 | Q3 2023 | 29.1% |
| LIBERTY MEDIA CORP DEL | 1 | Q3 2023 | 0.5% |
| ATLANTA BRAVES HLDGS INC | 1 | Q3 2023 | 0.4% |
View Fosse Capital Partners LLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Fosse Capital Partners LLP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.