Form 13-F position report

OPTIMUM COMMUNICATIONS INC

Reported by FOURSIXTHREE CAPITAL LP

Company profile Manager portfolio Source filing
OPTU CUSIP 02156K103 Manager CIK 0001897652
Latest reported change

Reported 1,310,063 shares, down 3,329,523 (71.8%) from the prior quarter.

Reported value -77.8%; share count -71.8% vs. the prior quarter.

Reduced
% of reported 13F value 0.63% This manager · Q1 2026
Shares 1,310,063 Quarter-end amount reported
Reported value $1,703,082 Fair value at quarter end
Consecutive quarters held 6 Through Q1 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

7 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Reduced 0 -1,310,063 (-100.0%) 0 $0 2026-08-14
Q1 2026 Reduced 1,310,063 -3,329,523 (-71.8%) 0.63% $1,703,082 2026-05-15
Q4 2025 Added 4,639,586 +583,948 (14.4%) 2.97% $7,655,317 2026-02-17
Q3 2025 Added 4,055,638 +478,180 (13.4%) 2.69% $9,774,088 2025-11-14
Q2 2025 Added 3,577,458 +2,059,640 (135.7%) 2.67% $7,655,760 2025-08-14
Q1 2025 Added 1,517,818 +541,504 (55.5%) 1.11% $4,037,396 2025-05-15
Q4 2024 New 976,314 +976,314 (0.0%) 0.82% $2,352,917 2025-02-14
Institutional context

Who else reported the position

204 managers reported OPTIMUM COMMUNICATIONS INC for Q1 2026.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Empyrean Capital Partners LP Reduced 24,578,407 -450,000 1.04% $31,951,929 8 qtrs
BlackRock Inc Added 20,503,954 +76,561 < 0.01% $26,655,140 7 qtrs
DEUTSCHE BANK AG Reduced 15,159,949 -1,285,318 < 0.01% $19,707,934 35 qtrs
VANGUARD CAPITAL MANAGEMENT LLC New 11,661,929 +11,661,929 < 0.01% $15,160,508 1 qtr
Hudson Bay Capital Management LP Added 10,542,481 +4,292,490 0.05% $13,705,225 31 qtrs
JPMorgan Chase & Co Added 10,422,665 +3,089,500 < 0.01% $13,653,692 36 qtrs
MILLENNIUM MANAGEMENT LLC Reduced 9,523,665 -5,311,249 < 0.01% $12,380,764 33 qtrs
VANGUARD PORTFOLIO MANAGEMENT LLC New 9,426,644 +9,426,644 < 0.01% $12,254,637 1 qtr
MILFAM LLC New 8,770,000 +8,770,000 11.14% $11,401,000 1 qtr
The Goldman Sachs Group Inc Added 8,671,089 +1,075,009 < 0.01% $11,272,415 36 qtrs
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Filing details and methodology As reported
Report period
March 31, 2026
Filed
May 15, 2026
Filing type
13F-HR
Position type
CL A

Voting authority reported

Sole
1,310,063
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.