Investor
Voss Capital, LP
CIK 0001730145 · filed 2026-05-15 · SEC filing
13F book
$1.88B
Positions
39
6 new · 15 sold
Largest name
8.4%
Flywire Corp · FLYW
Est. mark
−$309.2M
Price effect on 33 names still held. Flow $178.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Flywire Corp | FLYW | 13.6M | $158.6M | 8.4% | −$29.6M | Added−$7.79M |
| Cellebrite DI Ltd. | CLBT | 9.68M | $133.3M | 7.1% | −$34.2M | Added−$11.8M |
| Griffon Corp | GFF | 1.82M | $132.6M | 7.0% | −$1.71M | Added$3.02M |
| Sempra | — | 1.25M | $121.9M | 6.5% | — | New |
| Euronet Worldwide, Inc. | EEFT | 1.57M | $104.5M | 5.5% | −$13.9M | Added−$4.3M |
| Choice Hotels Intl Inc | — | 967.5K | $100.1M | 5.3% | — | New |
| Five9, Inc. | FIVN | 5.83M | $88.4M | 4.7% | −$28.4M | Cut−$29.8M |
| Stride, Inc. | LRN | 850K | $74.9M | 4.0% | $3.21M | Added$66M |
| SharkNinja, Inc. | SN | 695K | $73.6M | 3.9% | −$4.17M | Cut−$33.7M |
| Powell Inds Inc | — | 136K | $73.6M | 3.9% | $30.2M | Cut−$38M |
| Sotera Health Co | SHC | 4.87M | $69.9M | 3.7% | −$13.1M | Added$26.4K |
| Par Technology Corp | PAR | 4.88M | $65.1M | 3.5% | −$99.6M | Added−$92.4M |
| Phinia Inc. | PHIN | 920K | $63M | 3.3% | $5.29M | Cut−$45.3M |
| Genius Sports Limited | — | 13.1M | $57.9M | 3.1% | −$73.1M | Added−$64.4M |
| United Parks & Resorts Inc. | PRKS | 1.72M | $56M | 3.0% | −$5.97M | Added−$3.52M |
| Centerspace | CSR | 801.2K | $46M | 2.4% | −$3.07M | Added$24M |
| Titan Amer Sa | — | 2.95M | $44.2M | 2.3% | −$3.9M | Added$1.34M |
| Celsius Hldgs Inc | — | 1.21M | $42.8M | 2.3% | −$1.69M | Added$35.2M |
| Xponential Fitness, Inc. | XPOF | 6.46M | $38.9M | 2.1% | −$13.3M | Added−$10.8M |
| Avantor, Inc. | AVTR | 4.45M | $34.9M | 1.8% | −$14.9M | Added−$12.2M |
| Teladoc Health, Inc. | TDOC | 4.2M | $22.9M | 1.2% | — | New |
| LGI Homes, Inc. | LGIH | 495K | $19.6M | 1.0% | −$1.03M | Added$6.68M |
| Park Hotels & Resorts Inc. | PK | 1.65M | $17.4M | 0.9% | — | New |
| Sensient Technologies Corp | SXT | 183K | $15.8M | 0.8% | — | New |
| Alta Equipment Group Inc | — | 2.42M | $13M | 0.7% | $1.87M | Cut$26.1K |
| Century Cmntys Inc | CCS | 217.6K | $12.5M | 0.7% | −$315.2K | Added$2.99M |
| Legacy Housing Corp | LEGH | 600K | $12.3M | 0.7% | $546K | Cut−$2.67M |
| Pebblebrook Hotel Tr | — | 932.5K | $11.8M | 0.6% | $566.7K | Added$6.88M |
| Uniqure Nv | — | 605K | $9.89M | 0.5% | −$1.59M | Added$4.87M |
| Xeris Biopharma Holdings, Inc. | XERS | 1.39M | $8.04M | 0.4% | −$762K | Added$5.13M |
| Alexandria Real Estate Eq In | — | 125K | $5.8M | 0.3% | −$189K | Added$2.13M |
| Rein Therapeutics, Inc. | RNTX | 4.39M | $5.7M | 0.3% | $594.2K | Added$781.9K |
| Actuate Therapeutics, Inc. | ACTU | 1.73M | $4.73M | 0.3% | −$4.39M | Added−$3.23M |
| Acadia Healthcare Company In | — | 125K | $2.92M | 0.2% | — | New |
| REGENXBIO Inc. | RGNX | 295.8K | $2.48M | 0.1% | −$1.78M | Added−$1.77M |
| Latham Group, Inc. | SWIM | 373K | $2M | 0.1% | −$365.5K | Cut−$8.32M |
| Invitation Homes Inc. | INVH | 65K | $1.62M | 0.1% | −$191.1K | Cut−$10.9M |
| Cognition Therapeutics Inc | CGTX | 200K | $151.9K | 0.0% | −$118.1K | Cut−$225.2K |
| Lantern Pharma Inc. | LTRN | 50K | $68.5K | 0.0% | −$83K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.