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HOUSTON, TX · CIK 0001730145
Portfolio Value
$828.06M
Positions
48
New
19
Increased
11
Decreased
17
Sold Out
15
Voss Capital, LP (HOUSTON, TX) reported a portfolio value of $828.06M across 48 positions in their Q2 2023 SEC 13F filing (period ending 2023-06-30). The top 10 positions account for 62.6% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | GFFGRIFFON CORP | $130.32M | 15.74% | - |
| 2 | BXCBLUELINX HLDGS INC | $69.43M | 8.38% | -17.8% |
| 3 | CRH PLC | $50.44M | 6.09% | New |
| 4 | EXTREXTREME NETWORKS | $48.55M | 5.86% | -67.9% |
| 5 | ALTGALTA EQUIPMENT GROUP INC | $41.26M | 4.98% | +9.4% |
| 6 | ABGASBURY AUTOMOTIVE GROUP INC | $40.83M | 4.93% | -0.7% |
| 7 | ASOACADEMY SPORTS & OUTDOORS IN | $36.25M | 4.38% | +106.3% |
| 8 | SSNCSS&C TECHNOLOGIES HLDGS INC | $35.41M | 4.28% | +10.9% |
| 9 | EEFTEURONET WORLDWIDE INC | $34.39M | 4.15% | -15.1% |
| 10 | PLYAPLAYA HOTELS & RESORTS NV | $31.62M | 3.82% | -3.2% |
| Stock | Value | Shares |
|---|---|---|
| CRH PLC | $50.44M | 905,000 |
| WDWALKER & DUNLOP INC | $17.39M | 219,854 |
| CEDAR FAIR L P | $16.99M | 425,000 |
| KNFKNIFE RIVER CORP | $14.57M | 335,000 |
| AVID TECHNOLOGY INC | $11.88M | 465,731 |
| SAHSONIC AUTOMOTIVE INC | $9.04M | 189,630 |
| 0OIASOLARWINDS CORP | $5.67M | 552,565 |
| ACIALBERTSONS COS INC | $4.91M | 225,000 |
| EBIXEUREBIX INC | $4.35M | 172,505 |
| 53SBRIDGE INVT GROUP HLDGS INC | $4.23M | 372,720 |
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