StockDriftsStockDriftsTop 20 Awh Capital L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GTX | GARRETT MOTION INC | 15.3% | 615.5K | $22.3M | +0.00%(+0) | $7.95(+259.41%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 10.22% | 42.1K | $14.9M | +0.00%(+0) | $64.62(+430.22%) | 2026-06-30 | |
| FCFS | FIRSTCASH HOLDINGS INC | 7.3% | 49.1K | $10.6M | +0.00%(+0) | $99.66(+115.65%) | 2026-06-30 | |
| IBKR | INTERACTIVE BROKERS GROUP IN | 6.95% | 116.4K | $10.1M | +0.00%(+0) | $14.35(+556.88%) | 2026-06-30 | |
| REX | REX AMERICAN RES CORP | 4.57% | 147.5K | $6.7M | +0.00%(+0) | $23.38(+93.01%) | 2026-06-30 | |
| RDDT | REDDIT INC | 4.49% | 37.6K | $6.5M | new | $142.31(+15.59%) | 2026-06-30 | |
| TPB | TURNING PT BRANDS INC | 4.48% | 77.0K | $6.5M | +10.80%(+7.50K) | $80.01(+6.61%) | 2026-06-30 | |
| VSNT | VERSANT MEDIA GROUP INC | 4.44% | 179.5K | $6.5M | +0.00%(+0) | $41.01(-4.34%) | 2026-06-30 | |
| BV | BRIGHTVIEW HLDGS INC | 4.13% | 425.0K | $6.0M | +45.30%(+132.50K) | $13.18(-13.90%) | 2026-06-30 | |
| AMRZ | AMRIZE LTD | 4.01% | 109.5K | $5.8M | +0.00%(+0) | $49.34(-7.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +27.62% | +107.85% | +14.68% | +98.35% |
| Top 20 Holdings Unweighted | +26.01% | +100.09% | +20.67% | +155.82% |
Awh Capital L P reports $145.69M in US-listed equity holdings across 22 positions in its most recent 13F filing. Its largest disclosed positions are GTX (15.3%), GOOG (10.2%) and FCFS (7.3%). The top 20 holdings account for 96.05% of reported assets. Its disclosed equity book has returned +107.85% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Awh Capital L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1682475). View Awh Capital L P’s 13F filings on SEC