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Voss Capital, LP
institutionel investor · portefølje $2.15 mia. · 59 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 14.08.2026; ændring — mod 31.03.2026 · 43
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| Flywire Corp US:FLYW | 13 629 500 | $239 mio. | 11.97% | +4 500 |
| Sempra Energy US:SRE | 2 036 737 | $189 mio. | 9.44% | +781 737 |
| CELLEBRITE DI LTD CUSIP M2197Q107 | 11 441 874 | $167 mio. | 8.35% | +1 766 874 |
| Griffon Corporation US:GFF | 1 516 857 | $148 mio. | 7.39% | −308 143 |
| Five9 Inc US:FIVN | 4 865 000 | $104 mio. | 5.18% | −960 000 |
| Sotera Health Co US:SHC | 5 825 000 | $103 mio. | 5.17% | +953 730 |
| PAR Technology Corporation US:PAR | 5 925 000 | $103 mio. | 5.16% | +1 044 900 |
| Choice Hotels International… US:CHH | 910 000 | $100 mio. | 5.02% | −57 500 |
| SHARKNINJA INC CUSIP G8068L108 | 630 000 | $95.9 mio. | 4.79% | −65 000 |
| United Parks & Resorts Inc. US:PRKS | 1 670 000 | $79.7 mio. | 3.99% | −45 000 |
| Stride Inc US:LRN | 885 605 | $76.4 mio. | 3.82% | +35 605 |
| Centerspace US:CSR | 1 230 000 | $69.1 mio. | 3.45% | +428 754 |
| Teladoc Health, Inc. US:TDOC | 8 046 679 | $68.2 mio. | 3.41% | +3 846 679 |
| TITAN AMER SA CUSIP B9151N105 | 2 925 000 | $54.6 mio. | 2.73% | −25 000 |
| Rackspace Technology Inc US:RXT | 7 593 772 | $49.6 mio. | 2.48% | ny |
| Euronet Worldwide Inc US:EEFT | 675 000 | $49.4 mio. | 2.47% | −900 000 |
| Xponential Fitness Inc US:XPOF | 6 795 956 | $47.0 mio. | 2.35% | +337 303 |
| VERSIGENT PLC CUSIP G9600F104 | 1 007 203 | $42.3 mio. | 2.11% | ny |
| GENIUS SPORTS LIMITED CUSIP G3934V109 | 6 850 000 | $41.5 mio. | 2.07% | −6 225 000 |
| Park Hotels & Resorts Inc. US:PK | 2 160 000 | $30.8 mio. | 1.54% | +510 000 |
| Avantor Inc US:AVTR | 2 650 000 | $26.2 mio. | 1.31% | −1 797 083 |
| Celsius Holdings Inc US:CELH | 825 000 | $24.2 mio. | 1.21% | −380 000 |
| UNIQURE NV CUSIP N90064101 | 450 361 | $20.7 mio. | 1.04% | −154 639 |
| PHINIA Inc. US:PHIN | 243 317 | $20.0 mio. | 1.00% | −676 708 |
| Legacy Housing Corp US:LEGH | 597 117 | $15.7 mio. | 0.78% | −2 883 |
| LGI Homes US:LGIH | 125 000 | $7.96 mio. | 0.40% | −370 000 |
| Alta Equipment Group Inc US:ALTG | 1 176 515 | $7.61 mio. | 0.38% | −1 247 585 |
| Powell Industries Inc US:POWL | 20 000 | $5.73 mio. | 0.29% | −116 000 |
| Rein Therapeutics Inc US:RNTX | 5 261 921 | $5.47 mio. | 0.27% | +873 559 |
| Century Communities Inc US:CCS | 45 210 | $3.24 mio. | 0.16% | −172 342 |
| Actuate Therapeutics, Inc. US:ACTU | 1 725 000 | $2.64 mio. | 0.13% | — |
| Pebblebrook Hotel Trust US:PEB | 100 000 | $1.94 mio. | 0.10% | −832 500 |
| Seer Inc US:SEER | 137 291 | $228 t. | 0.01% | ny |
| ROADZEN INC CUSIP G7606H108 | 144 254 | $211 t. | 0.01% | ny |
| Cognition Therapeutics Inc US:CGTX | 175 000 | $201 t. | 0.01% | −25 000 |
| Acadia Healthcare Company, I… US:ACHC | 0 (var 125 000) | — | — | solgt |
| ALEXANDRIA REAL ESTATE EQUIT… US:ARE | 0 (var 125 000) | — | — | solgt |
| Invitation Homes Inc US:INVH | 0 (var 65 000) | — | — | solgt |
| Lantern Pharma Inc. US:LTRN | 0 (var 50 000) | — | — | solgt |
| Latham Group Inc US:SWIM | 0 (var 372 988) | — | — | solgt |
| Regenxbio Inc US:RGNX | 0 (var 295 787) | — | — | solgt |
| Sensient Technologies Corpor… US:SXT | 0 (var 182 974) | — | — | solgt |
| Xeris Pharmaceuticals Inc US:XERS | 0 (var 1 386 927) | — | — | solgt |
I virksomheder i vores database 3
| Selskab | Andel | Aktier | Rapportdato |
|---|---|---|---|
| Five9 Inc | 6.35% | 4 865 000 | 2026-06-30 |
| Teladoc Health, Inc. | 4.43% | 8 046 679 | 2026-06-30 |
| Alta Equipment Group Inc | 3.6% | 1 176 515 | 2026-06-30 |
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