Voss Capital, LLC
- SEC CIK
- 0001730145
- 最新申報
- 2026/8/14
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/14 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 33
- 較 2023 年第 4 季 −7
- 總值
- $12.1 億
- 較 2023 年第 4 季 +$1.83 億 (+17.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CRHCRH Public Ltd Co | ORD | 1,625,000 | $1.40 億 | 11.6% | −145,000−8.2% | 減碼 | 歷史 |
| RCMR1 RCM Inc. | COM | 9,210,547 | $1.19 億 | 9.8% | +2,085,547+29.3% | 加碼 | 歷史 |
| GFFGriffon Corp | COM | 1,295,000 | $9,498 萬 | 7.8% | −1,538,852−54.3% | 減碼 | 歷史 |
| BXCBlueLinx Holdings Inc. | COM NEW | 543,422 | $7,078 萬 | 5.8% | −101,678−15.8% | 減碼 | 歷史 |
| RTORentokil Initial PLC | SPONSORED ADR | 2,345,779 | $7,073 萬 | 5.8% | +2,345,779 | 新進 | 歷史 |
| EEFTEuronet Worldwide, Inc. | COM | 625,000 | $6,871 萬 | 5.7% | +59,744+10.6% | 加碼 | 歷史 |
| PARPar Technology Corp | COM | 1,472,142 | $6,678 萬 | 5.5% | +1,121,605+320.0% | 加碼 | 歷史 |
| XPOFXponential Fitness, Inc. | COM CL A | 3,775,000 | $6,244 萬 | 5.2% | +1,465,000+63.4% | 加碼 | 歷史 |
| SWISolarWinds Corp | COM | 3,600,000 | $4,543 萬 | 3.8% | +729,425+25.4% | 加碼 | 歷史 |
| ALTGAlta Equipment Group Inc. | COMMON STOCK | 3,339,287 | $4,324 萬 | 3.6% | +94,287+2.9% | 加碼 | 歷史 |
| CROXCrocs, Inc. | COM | 300,000 | $4,314 萬 | 3.6% | −52,500−14.9% | 減碼 | 歷史 |
| CNHCNH Industrial N.V. | SHS | 3,175,000 | $4,115 萬 | 3.4% | +2,150,000+209.8% | 加碼 | 歷史 |
| ABGAsbury Automotive Group Inc | COM | 153,938 | $3,630 萬 | 3.0% | +9,438+6.5% | 加碼 | 歷史 |
| PLYAPlaya Hotels & Resorts N.V. | SHS | 3,348,906 | $3,248 萬 | 2.7% | −247,984−6.9% | 減碼 | 歷史 |
| IMXIInternational Money Express, Inc. | COM | 1,322,847 | $3,020 萬 | 2.5% | −357,200−21.3% | 減碼 | 歷史 |
| GENIGenius Sports Ltd | SHARES CL A | 4,875,000 | $2,784 萬 | 2.3% | +4,350,000+828.6% | 加碼 | 歷史 |
| EXTRExtreme Networks Inc | COM | 2,210,000 | $2,550 萬 | 2.1% | +39,500+1.8% | 加碼 | 歷史 |
| CLBTCellebrite DI Ltd. | ORDINARY SHARES | 2,300,000 | $2,548 萬 | 2.1% | +465,000+25.3% | 加碼 | 歷史 |
| ASOAcademy Sports & Outdoors, Inc. | COM | 360,000 | $2,431 萬 | 2.0% | −115,000−24.2% | 減碼 | 歷史 |
| SKYChampion Homes, Inc. | Stock | 225,000 | $1,913 萬 | 1.6% | −21,100−8.6% | 減碼 | 歷史 |
| MLNKMeridianLink, Inc. | COMMON STOCK | 862,378 | $1,613 萬 | 1.3% | +524,098+154.9% | 加碼 | 歷史 |
| LEGHLegacy Housing Corp | COM | 700,574 | $1,508 萬 | 1.2% | −129,426−15.6% | 減碼 | 歷史 |
| SWIMLatham Group, Inc. | COM | 3,499,345 | $1,386 萬 | 1.1% | +1,576,706+82.0% | 加碼 | 歷史 |
| IIIVi3 Verticals, Inc. | COM CL A | 605,000 | $1,385 萬 | 1.1% | −160,000−20.9% | 減碼 | 歷史 |
| WDWalker & Dunlop, Inc. | COM | 129,717 | $1,311 萬 | 1.1% | +45,322+53.7% | 加碼 | 歷史 |
| SLCAU.S. Silica Holdings, Inc. | COM | 969,441 | $1,203 萬 | 1.0% | +969,441 | 新進 | 歷史 |
| PHINPhinia Inc. | COMMON STOCK | 307,641 | $1,182 萬 | 1.0% | +307,641 | 新進 | 歷史 |
| TOLToll Brothers, Inc. | COM | 70,000 | $905.6 萬 | 0.7% | −10,000−12.5% | 減碼 | 歷史 |
| BRDGBridge Investment Group Holdings Inc. | COM CL A | 1,307,853 | $895.9 萬 | 0.7% | +957,853+273.7% | 加碼 | 歷史 |
| MHOM/I Homes, Inc. | COM | 30,000 | $408.9 萬 | 0.3% | +5,000+20.0% | 加碼 | 歷史 |
| LSEALandsea Homes Corp | COM | 200,959 | $292.0 萬 | 0.2% | −64,041−24.2% | 減碼 | 歷史 |
| THTarget Hospitality Corp. | COM | 138,193 | $150.2 萬 | 0.1% | −1,210,974−89.8% | 減碼 | 歷史 |
| INABIN8BIO, Inc. | COM | 323,479 | $38.2 萬 | <0.1% | −17,730−5.2% | 減碼 | 歷史 |
2023 年第 4 季之後清倉（10 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FOURShift4 Payments, Inc. | CL A | 150,000 | $1,115 萬 | 1.1% | 歷史 |
| DHIHorton D R Inc | COM | 50,000 | $759.9 萬 | 0.7% | 歷史 |
| ARHSArhaus, Inc. | COM CL A | 615,000 | $728.8 萬 | 0.7% | 歷史 |
| KKRKKR & Co. Inc. | COM | 85,000 | $704.2 萬 | 0.7% | 歷史 |
| FUNSix Flags Entertainment Corporation | DEPOSITRY UNIT | 170,657 | $679.2 萬 | 0.7% | 歷史 |
| WCCWesco International Inc | COM | 35,000 | $608.6 萬 | 0.6% | 歷史 |
| OCOwens Corning | Stock | 40,000 | $592.9 萬 | 0.6% | 歷史 |
| TITNTitan Machinery Inc. | COM | 175,000 | $505.4 萬 | 0.5% | 歷史 |
| WSMWilliams Sonoma Inc | COM | 11,000 | $222.0 萬 | 0.2% | 歷史 |
| HURCHurco Companies Inc | COM | 26,565 | $57.2 萬 | 0.1% | 歷史 |