Voss Capital
Latest statistics and disclosures from Voss Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CRH, GFF, PAR, PRKS, CNH, and represent 34.01% of Voss Capital's stock portfolio.
- Added to shares of these 10 stocks: PRKS (+$73M), PHIN (+$35M), CNH (+$29M), CLBT (+$15M), GENI (+$15M), MEG (+$10M), SWI (+$9.8M), AIOT (+$9.7M), IMXI (+$7.2M), EXTR (+$7.1M).
- Started 9 new stock positions in CCS, TITN, LEN, BOOM, SHC, AIOT, PRKS, STLA, MEG.
- Reduced shares in these 10 stocks: RCM (-$94M), CRH (-$48M), BXC (-$37M), SKY (-$21M), CROX (-$14M), , XPOF (-$12M), EEFT (-$11M), MLNK (-$10M), TOL (-$9.1M).
- Sold out of its positions in TH, TOL, SLCA.
- Voss Capital was a net seller of stock by $-3.0M.
- Voss Capital has $1.2B in assets under management (AUM), dropping by -0.54%.
- Central Index Key (CIK): 0001730145
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Voss Capital holds 39 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
CRH Ord (CRH) | 8.5 | $103M | -32% | 1.1M | 92.74 |
|
Griffon Corporation (GFF) | 7.4 | $89M | 1.3M | 70.00 |
|
|
PAR Technology Corporation (PAR) | 6.7 | $81M | +5% | 1.5M | 52.08 |
|
Seaworld Entertainment (PRKS) | 6.1 | $73M | NEW | 1.4M | 50.60 |
|
Cnh Indl N V SHS (CNH) | 5.3 | $64M | +81% | 5.8M | 11.10 |
|
Rentokil Initial Sponsored Adr (RTO) | 5.3 | $64M | +8% | 2.6M | 24.93 |
|
Solarwinds Corp Com New (SWI) | 4.7 | $57M | +20% | 4.4M | 13.05 |
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Cellebrite Di Ordinary Shares (CLBT) | 4.5 | $54M | +39% | 3.2M | 16.84 |
|
Genius Sports Shares Cl A (GENI) | 4.4 | $53M | +39% | 6.8M | 7.84 |
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Euronet Worldwide (EEFT) | 4.3 | $51M | -17% | 517k | 99.23 |
|
Phinia Common Stock (PHIN) | 4.1 | $50M | +249% | 1.1M | 46.03 |
|
Extreme Networks (EXTR) | 3.4 | $40M | +21% | 2.7M | 15.03 |
|
R1 RCM (RCM) | 3.0 | $36M | -72% | 2.6M | 14.17 |
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Xponential Fitness Com Cl A (XPOF) | 2.9 | $35M | -24% | 2.8M | 12.40 |
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Asbury Automotive (ABG) | 2.8 | $34M | -7% | 142k | 238.59 |
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Playa Hotels & Resorts Nv SHS (PLYA) | 2.7 | $33M | +27% | 4.3M | 7.75 |
|
International Money Express (IMXI) | 2.6 | $32M | +29% | 1.7M | 18.49 |
|
Crocs (CROX) | 2.4 | $29M | -32% | 203k | 144.81 |
|
Latham Group (SWIM) | 2.3 | $27M | +14% | 4.0M | 6.80 |
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Legacy Housing Corp (LEGH) | 1.9 | $23M | +21% | 855k | 27.35 |
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Academy Sports & Outdoor (ASO) | 1.8 | $22M | +2% | 370k | 58.36 |
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Alta Equipment Group Common Stock (ALTG) | 1.7 | $20M | -10% | 3.0M | 6.74 |
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Bluelinx Hldgs Com New (BXC) | 1.7 | $20M | -65% | 189k | 105.42 |
|
I3 Verticals Com Cl A (IIIV) | 1.4 | $17M | +28% | 780k | 21.31 |
|
Bridge Invt Group Hldgs Com Cl A (BRDG) | 1.2 | $15M | +13% | 1.5M | 9.87 |
|
Walker & Dunlop (WD) | 0.9 | $11M | -27% | 94k | 113.59 |
|
Montrose Environmental Group (MEG) | 0.8 | $10M | NEW | 382k | 26.30 |
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Powerfleet (AIOT) | 0.8 | $9.7M | NEW | 1.9M | 5.00 |
|
Landsea Homes Corp (LSEA) | 0.8 | $9.4M | +280% | 765k | 12.35 |
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Meridianlink Common Stock (MLNK) | 0.6 | $7.6M | -57% | 370k | 20.57 |
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Century Communities (CCS) | 0.5 | $6.2M | NEW | 61k | 102.98 |
|
Sotera Health (SHC) | 0.5 | $5.8M | NEW | 350k | 16.70 |
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Stellantis SHS (STLA) | 0.5 | $5.8M | NEW | 413k | 14.05 |
|
Lennar Corp Cl A (LEN) | 0.4 | $4.7M | NEW | 25k | 187.48 |
|
M/I Homes (MHO) | 0.4 | $4.3M | -16% | 25k | 171.36 |
|
Dmc Global (BOOM) | 0.3 | $4.0M | NEW | 310k | 12.98 |
|
Titan Machinery (TITN) | 0.3 | $3.9M | NEW | 283k | 13.93 |
|
Skyline Corporation (SKY) | 0.0 | $474k | -97% | 5.0k | 94.85 |
|
In8bio (INAB) | 0.0 | $17k | -80% | 64k | 0.27 |
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Past Filings by Voss Capital
SEC 13F filings are viewable for Voss Capital going back to 2019
- Voss Capital 2024 Q3 filed Nov. 13, 2024
- Voss Capital 2024 Q1 filed May 14, 2024
- Voss Capital 2023 Q4 filed Jan. 30, 2024
- Voss Capital 2023 Q3 filed Oct. 19, 2023
- Voss Capital 2023 Q2 filed July 28, 2023
- Voss Capital 2023 Q1 filed May 12, 2023
- Voss Capital 2022 Q4 filed Feb. 13, 2023
- Voss Capital 2022 Q3 filed Nov. 2, 2022
- Voss Capital 2022 Q2 filed Aug. 9, 2022
- Voss Capital 2022 Q1 filed May 13, 2022
- Voss Capital 2021 Q4 filed Feb. 14, 2022
- Voss Capital 2021 Q3 restated filed Nov. 18, 2021
- Voss Capital 2021 Q3 filed Nov. 16, 2021
- Voss Capital 2021 Q2 filed Aug. 13, 2021
- Voss Capital 2021 Q1 filed May 17, 2021
- Voss Capital 2020 Q4 filed Feb. 12, 2021