StockDriftsStockDriftsTop 34 Voss Capital LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FLYW | FLYWIRE CORPORATION | 11.97% | 13.63M | $239.5M | +0.03%(+4.50K) | $13.01(+44.63%) | 2026-06-30 | |
| SRE | SEMPRA | 9.44% | 2.04M | $188.8M | +62.29%(+781.74K) | $93.47(-7.55%) | 2026-06-30 | |
| CLBT | CELLEBRITE DI LTD | 8.35% | 11.44M | $167.1M | +18.26%(+1.77M) | $14.80(-24.74%) | 2026-06-30 | |
| GFF | GRIFFON CORP | 7.39% | 1.52M | $147.9M | -16.88%(-308.14K) | $43.44(+139.79%) | 2026-06-30 | |
| FIVN | FIVE9 INC | 5.18% | 4.87M | $103.7M | -16.48%(-960.00K) | $26.79(+23.20%) | 2026-06-30 | |
| SHC | SOTERA HEALTH CO | 5.17% | 5.83M | $103.4M | +19.58%(+953.73K) | $15.26(+23.80%) | 2026-06-30 | |
| PAR | PAR TECHNOLOGY CORP | 5.16% | 5.92M | $103.2M | +21.41%(+1.04M) | $38.80(-50.91%) | 2026-06-30 | |
| CHH | CHOICE HOTELS INTL INC | 5.02% | 910.0K | $100.3M | -5.94%(-57.50K) | $99.38(+5.09%) | 2026-06-30 | |
| SN | SHARKNINJA INC | 4.79% | 630.0K | $95.9M | -9.35%(-65.00K) | $98.19(+88.51%) | 2026-06-30 | |
| PRKS | UNITED PARKS & RESORTS INC | 3.99% | 1.67M | $79.7M | -2.62%(-45.00K) | $51.72(-13.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.04% | +29.66% | +11.50% | +72.30% |
| Top 20 Holdings Unweighted | +7.34% | +23.66% | +7.89% | +46.17% |
Voss Capital LP reports $2.15B in US-listed equity holdings across 35 positions in its most recent 13F filing. Its largest disclosed positions are FLYW (12.0%), SRE (9.4%) and CLBT (8.3%). The top 20 holdings account for 92.09% of reported assets. Its disclosed equity book has returned +29.66% 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 Voss Capital LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730145). View Voss Capital LP’s 13F filings on SEC