Voss Capital, LP
Top Portfolio Positions
46 positions ·
$2,051,846,101 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| FLYW |
Flywire Corp
Technology
|
28,159,000 | $327,770,760 | 15.97% | |
| CLBT |
Cellebrite DI Ltd.
Technology
|
9,875,000 | $136,077,500 | 6.63% | |
| GFF |
Griffon Corp
Industrials
|
1,825,000 | $132,641,000 | 6.46% | |
| SRE |
Sempra
Utilities
|
1,255,000 | $121,948,350 | 5.94% | |
| EEFT |
Euronet Worldwide, Inc.
Technology
|
1,575,000 | $104,532,750 | 5.09% | |
| CHH |
Choice Hotels International Inc /De
Consumer Cyclical
|
967,500 | $100,136,250 | 4.88% | |
| FIVN |
Five9, Inc.
Technology
|
5,875,000 | $89,123,750 | 4.34% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
222,500 | $82,714,375 | 4.03% | |
| LRN |
Stride, Inc.
Consumer Defensive
|
850,000 | $74,944,500 | 3.65% | |
| SN |
SharkNinja, Inc.
Consumer Cyclical
|
695,000 | $73,600,500 | 3.59% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GENI
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,922,250 | 13,075,000 | Shares | Sole | 2026-05-15 | |
| 2026-01-14 | $120,037,500 | 12,125,000 | Shares | Sole | 2026-01-22 | |
| 2025-12-31 | $122,322,000 | 11,100,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $101,516,000 | 8,200,000 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $89,960,000 | 8,650,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $92,787,885 | 9,269,519 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $68,537,686 | 7,923,432 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $53,228,919 | 6,789,403 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $32,291,250 | 5,925,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $27,836,250 | 4,875,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,244,500 | 525,000 | Shares | Sole | 2024-01-30 | |
| No 13F history on record for this holder in this stock. | ||||||