Voss Capital, LLC

data from 30/09/2025

Capitalization

$ 2.067 B 42.39 %

Average holding period

5 ans

Performance

$ 654.690 M 192.57 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Voss Capital, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 TSLA TESLA INC 10.82% 223.694 M $ 503000 2025/09/30 0.000 $ 0.00 %
2025/09/30 FLYW FLYWIRE CORPORATION 6.30% 130.252 M $ 9619798 2024/12/31 14.904 M $ 15.73 %
2025/09/30 CLBT CELLEBRITE DI LTD 6.07% 125.541 M $ 6775000 2023/06/30 13.030 M $ 15.81 %
2025/09/30 PAR PAR TECHNOLOGY CORP 5.70% 117.751 M $ 2975000 2023/12/31 -50.941 M $ -42.94 %
2025/09/30 EEFT EURONET WORLDWIDE INC 5.69% 117.665 M $ 1340000 2022/09/30 -10.924 M $ -13.39 %
2025/09/30 GFF GRIFFON CORP 5.66% 116.890 M $ 1535000 2021/09/30 5.103 M $ 5.22 %
2025/09/30 FIVN FIVE9 INC 5.33% 110.110 M $ 4550000 2025/03/31 -7.410 M $ -8.61 %
2025/09/30 PRKS UNITED PARKS & RESORTS INC 5.13% 105.985 M $ 2050000 2024/06/30 8.941 M $ 9.65 %
2025/09/30 GENI GENIUS SPORTS LIMITED 4.91% 101.516 M $ 8200000 2023/12/31 17.127 M $ 19.04 %
2025/09/30 PHIN PHINIA INC 4.67% 96.566 M $ 1680000 2024/03/31 29.747 M $ 29.20 %
2025/09/30 POWL POWELL INDS INC 4.35% 89.919 M $ 295000 2025/06/30 17.443 M $ 44.84 %
2025/09/30 SN SHARKNINJA INC 2.73% 56.475 M $ 547500 2025/03/31 2.395 M $ 4.20 %
2025/09/30 AVTR AVANTOR INC 2.73% 56.472 M $ 4525000 2025/06/30 -441.000 K $ -7.28 %
2025/09/30 CROX CROCS INC 2.69% 55.561 M $ 665000 2022/09/30 -7.136 M $ -17.51 %
2025/09/30 KNF KNIFE RIVER CORP 1.64% 33.823 M $ 440000 2025/09/30 0.000 $ 0.00 %
2025/09/30 SWIM LATHAM GROUP INC 1.60% 33.104 M $ 4350000 2022/12/31 7.748 M $ 19.28 %
2025/09/30 QQQ INVESCO QQQ TR 1.60% 33.020 M $ 55000 2025/09/30 0.000 $ 0.00 %
2025/09/30 AIOT POWERFLEET INC 1.47% 30.392 M $ 5800000 2024/09/30 5.170 M $ 21.58 %
2025/09/30 CNH INDL N V 1.46% 30.109 M $ 2775000 2023/12/31 -4.734 M $ -16.28 %
2025/09/30 LEGH LEGACY HOUSING CORP 1.42% 29.360 M $ 1067249 2019/12/31 5.093 M $ 21.40 %
2025/09/30 SHC SOTERA HEALTH CO 1.41% 29.101 M $ 1850000 2024/06/30 3.458 M $ 41.46 %
2025/09/30 RENTOKIL INITIAL PLC 1.34% 27.775 M $ 1100000 2024/03/31 1.988 M $ 5.21 %
2025/09/30 CRH CRH PLC 1.31% 26.978 M $ 225000 2023/09/30 16.158 M $ 30.61 %
2025/09/30 TTAM TITAN AMER SA 1.24% 25.622 M $ 1715000 2025/03/31 3.723 M $ 19.71 %
2025/09/30 XPOF XPONENTIAL FITNESS INC 1.22% 25.181 M $ 3232500 2023/12/31 899.999 K $ 4.01 %
2025/09/30 CCS CENTURY CMNTYS INC 1.12% 23.130 M $ 365000 2024/06/30 2.009 M $ 12.52 %
2025/09/30 ABG ASBURY AUTOMOTIVE GROUP INC 1.06% 22.001 M $ 90000 2022/03/31 752.242 K $ 2.48 %
2025/09/30 ALTG ALTA EQUIPMENT GROUP INC 1.01% 20.899 M $ 2886559 2020/09/30 2.723 M $ 14.56 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.81% 16.655 M $ 25000 2025/09/30 0.000 $ 0.00 %
2025/09/30 IMXI INTERNATIONAL MNY EXPRESS IN 0.79% 16.308 M $ 1167390 2021/06/30 7.558 M $ 38.45 %
2025/09/30 LGIH LGI HOMES INC 0.75% 15.513 M $ 300000 2025/06/30 42.749 K $ 0.37 %
2025/09/30 AMTM AMENTUM HOLDINGS INC 0.72% 14.969 M $ 625000 2024/12/31 475.999 K $ 1.44 %
2025/09/30 MHO M/I HOMES INC 0.68% 14.015 M $ 125000 2023/12/31 4.040 M $ 28.83 %
2025/09/30 QURE UNIQURE NV 0.35% 7.296 M $ 125000 2025/06/30 5.554 M $ 318.72 %
2025/09/30 SXT SENSIENT TECHNOLOGIES CORP 0.34% 7.039 M $ 75000 2025/06/30 -116.750 K $ -4.74 %
2025/09/30 GOOGL ALPHABET INC 0.29% 6.078 M $ 25000 2025/09/30 0.000 $ 0.00 %
2025/09/30 ACTU ACTUATE THERAPEUTICS INC 0.29% 5.996 M $ 896278 2024/12/31 165.961 K $ 9.49 %
2025/09/30 ALX ALEXANDERS INC 0.29% 5.930 M $ 25290 2025/03/31 231.909 K $ 4.07 %
2025/09/30 ECVT ECOVYST INC 0.26% 5.278 M $ 641317 2024/12/31 339.898 K $ 6.44 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.24% 4.911 M $ 17500 2025/09/30 0.000 $ 0.00 %
2025/09/30 RGNX REGENXBIO INC 0.23% 4.825 M $ 500000 2024/12/31 827.999 K $ 17.54 %
2025/09/30 EXTR EXTREME NETWORKS 0.22% 4.488 M $ 250000 2020/09/30 674.999 K $ 15.04 %
2025/09/30 BXC BLUELINX HLDGS INC 0.21% 4.385 M $ 60000 2020/09/30 -62.672 K $ -1.75 %
2025/09/30 ARKO ARKO CORP 0.21% 4.375 M $ 957247 2025/03/31 519.320 K $ 8.04 %
2025/09/30 BLDR BUILDERS FIRSTSOURCE INC 0.20% 4.084 M $ 35000 2025/03/31 159.600 K $ 3.91 %
2025/09/30 DHI D R HORTON INC 0.19% 3.868 M $ 30000 2024/12/31 1.217 M $ 31.45 %
2025/09/30 BLD TOPBUILD CORP 0.16% 3.237 M $ 10000 2025/06/30 671.200 K $ 20.73 %
2025/09/30 RNTX REIN THERAPEUTICS INC 0.15% 3.053 M $ 2666532 2024/12/31 -358.421 K $ -17.86 %
2025/09/30 KURA KURA ONCOLOGY INC 0.13% 2.705 M $ 305659 2024/12/31 941.429 K $ 53.38 %
2025/09/30 ARKK ARK ETF TR 0.10% 2.158 M $ 25000 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMRZ AMRIZE LTD 0.10% 2.150 M $ 44305 2025/06/30 -45.191 K $ -2.06 %
2025/09/30 HSY HERSHEY CO 0.09% 1.856 M $ 10000 2025/09/30 0.000 $ 0.00 %
2025/09/30 XERS XERIS BIOPHARMA HOLDINGS INC 0.07% 1.493 M $ 319800 2025/03/31 1.110 M $ 74.30 %
2025/09/30 IOVA IOVANCE BIOTHERAPEUTICS INC 0.07% 1.411 M $ 650000 2025/06/30 302.656 K $ 26.16 %
2025/09/30 CGEM CULLINAN THERAPEUTICS INC 0.06% 1.313 M $ 221473 2024/12/31 -402.747 K $ -21.25 %
2025/09/30 RMNI RIMINI STR INC DEL 0.06% 1.170 M $ 250000 2025/06/30 227.499 K $ 24.14 %
2025/09/30 RCKT ROCKET PHARMACEUTICALS INC 0.05% 978.000 K $ 300000 2024/12/31 404.999 K $ 33.06 %
2025/09/30 OPUS GENETICS INC 0.04% 927.922 K $ 562377 2024/12/31 383.086 K $ 75.14 %
2025/09/30 FLYW FLYWIRE CORPORATION 0.03% 677.000 K $ 50000 2025/09/30 0.000 $ 0.00 %
2025/09/30 NATH NATHANS FAMOUS INC NEW 0.03% 641.364 K $ 5800 2025/03/31 927.000 $ 0.14 %
2025/09/30 BZH BEAZER HOMES USA INC 0.03% 576.430 K $ 25768 2025/06/30 56.174 K $ 9.75 %
2025/09/30 CGTX COGNITION THERAPEUTICS INC 0.02% 405.000 K $ 300000 2024/12/31 468.090 K $ 335.77 %
2025/09/30 PAR PAR TECHNOLOGY CORP 0.02% 368.094 K $ 9300 2025/09/30 0.000 $ 0.00 %
2025/09/30 RCL ROYAL CARIBBEAN GROUP 0.02% 323.580 K $ 1000 2025/09/30 0.000 $ 0.00 %
2025/09/30 EOLS EVOLUS INC 0.01% 307.000 K $ 50000 2025/09/30 0.000 $ 0.00 %
2025/09/30 LTRN LANTERN PHARMA INC 0.01% 217.500 K $ 50000 2024/12/31 59.499 K $ 37.66 %
2025/09/30 CLBT CELLEBRITE DI LTD 0.00% 42.619 K $ 2300 2025/09/30 0.000 $ 0.00 %