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 GFF
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $132,641,000 | 1,825,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $129,624,000 | 1,760,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $116,890,250 | 1,535,000 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $97,699,500 | 1,350,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $95,241,646 | 1,332,051 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $85,880,350 | 1,205,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $89,250,000 | 1,275,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $83,018,000 | 1,300,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $94,975,300 | 1,295,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $172,723,278 | 2,833,852 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $112,418,908 | 2,833,852 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $130,324,235 | 3,233,852 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $103,515,602 | 3,233,852 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $103,494,801 | 2,891,724 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $74,577,704 | 2,526,345 | Shares | Other | 2022-11-02 | |
| 2022-06-30 | $51,294,900 | 1,830,000 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $26,121,563 | 1,304,122 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $37,141,394 | 1,304,122 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $23,370,000 | 950,000 | Shares | Sole | 2021-11-18 | |
| No 13F history on record for this holder in this stock. | ||||||