StockDrifts LogoStockDrifts

Voss Capital Lp

Portfolio Manager
Voss Capital LP
Performance
-14.41% (2026 Q1)
AUM (13F)
$1.88B
# of Holdings
39
Performance Rank
Allocation (Top 20)
90.34%

Voss Capital Lp Holdings Map

Top 39 Voss Capital Lp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
FLYW
FLYWIRE CORPORATION
9.07%13.63M$158.6M
+15.96%(+1.88M)
2025-Q1: 2.93M shares2025-Q2: 8.10M shares2025-Q3: 9.62M shares2025-Q4: 11.75M shares2026-Q1: 13.63M shares
$13.01(+23.49%)
2026-03-31
CLBT
CELLEBRITE DI LTD
7.62%9.68M$133.3M
+20.19%(+1.62M)
2025-Q1: 3.84M shares2025-Q2: 5.15M shares2025-Q3: 6.78M shares2025-Q4: 8.05M shares2026-Q1: 9.68M shares
$14.96(-13.25%)
2026-03-31
GFF
GRIFFON CORP
7.58%1.82M$132.6M
+3.69%(+65.00K)
2025-Q1: 1.33M shares2025-Q2: 1.35M shares2025-Q3: 1.53M shares2025-Q4: 1.76M shares2026-Q1: 1.82M shares
$43.44(+88.43%)
2026-03-31
SRE
SEMPRA
6.97%1.25M$121.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.25M shares
$92.73(-2.48%)
2026-03-31
EEFT
EURONET WORLDWIDE INC
5.98%1.57M$104.5M
+10.14%(+145.00K)
2025-Q1: 824.6K shares2025-Q2: 805.0K shares2025-Q3: 1.34M shares2025-Q4: 1.43M shares2026-Q1: 1.57M shares
$93.57(-29.38%)
2026-03-31
CHH
CHOICE HOTELS INTL INC
5.73%967.5K$100.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 967.5K shares
$99.38(+7.61%)
2026-03-31
FIVN
FIVE9 INC
5.05%5.83M$88.4M
-1.19%(-70.00K)
2025-Q1: 1.04M shares2025-Q2: 3.25M shares2025-Q3: 4.55M shares2025-Q4: 5.89M shares2026-Q1: 5.83M shares
$26.79(-19.21%)
2026-03-31
LRN
STRIDE INC
4.29%850.0K$74.9M
+514.72%(+711.73K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 138.3K shares2026-Q1: 850.0K shares
$81.49(+8.34%)
2026-03-31
SN
SHARKNINJA INC
4.21%695.0K$73.6M
-27.53%(-263.95K)
2025-Q1: 170.0K shares2025-Q2: 575.6K shares2025-Q3: 547.5K shares2025-Q4: 959.0K shares2026-Q1: 695.0K shares
$98.19(+7.58%)
2026-03-31
POWL
POWELL INDS INC
4.21%136.0K$73.6M
-61.14%(-214.00K)
2025-Q1: 0 shares2025-Q2: 184.9K shares2025-Q3: 295.0K shares2025-Q4: 350.0K shares2026-Q1: 136.0K shares
$77.44(+277.91%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Voss Capital Lp, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all