Voss Capital, LP
Top Portfolio Positions
46 positions ·
$1,884,468,721 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| FLYW |
Flywire Corp
Technology
|
13,779,500 | $160,393,380 | 8.51% | |
| CLBT |
Cellebrite DI Ltd.
Technology
|
9,875,000 | $136,077,500 | 7.22% | |
| GFF |
Griffon Corp
Industrials
|
1,825,000 | $132,641,000 | 7.04% | |
| SRE |
Sempra
Utilities
|
1,255,000 | $121,948,350 | 6.47% | |
| EEFT |
Euronet Worldwide, Inc.
Technology
|
1,575,000 | $104,532,750 | 5.55% | |
| CHH |
Choice Hotels International Inc /De
Consumer Cyclical
|
967,500 | $100,136,250 | 5.31% | |
| FIVN |
Five9, Inc.
Technology
|
5,875,000 | $89,123,750 | 4.73% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
222,500 | $82,714,375 | 4.39% | |
| LRN |
Stride, Inc.
Consumer Defensive
|
850,000 | $74,944,500 | 3.98% | |
| SN |
SharkNinja, Inc.
Consumer Cyclical
|
695,000 | $73,600,500 | 3.91% |
Portfolio Trend
23 quarters · across all stocks
Holdings in FLYW
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $158,595,000 | 13,625,000 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $1,798,380 | 154,500 | Call | Sole | 2026-05-15 | |
| 2025-09-30 | $137,699,064 | 10,169,798 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $100,035,000 | 8,550,000 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $94,770,000 | 8,100,000 | Shares | Sole | 2025-08-13 | |
| 2025-05-27 | $71,150,500 | 6,725,000 | Shares | Sole | 2025-06-03 | |
| 2025-03-31 | $27,882,367 | 2,934,986 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $30,620,700 | 1,485,000 | Shares | Sole | 2025-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||