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Voss Capital, LLC

SEC CIK
0001730145
最新申報
2026/8/14

2025 年第 2 季持倉

持倉截至 2025/6/30,2025/8/13 申報。只含多頭部位,變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
54
較 2025 年第 1 季 −2
總值
$14.5 億
較 2025 年第 1 季 +$1.48 億 (+11.3%)
申報日
2025/8/13
SEC
Voss Capital, LLC 在 2025 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
PARPar Technology CorpCOM1,710,000$1.19 億8.2%+3,638+0.2%加碼歷史
PHINPhinia Inc.COMMON STOCK2,290,000$1.02 億7.0%+222,658+10.8%加碼歷史
GFFGriffon CorpCOM1,350,000$9,770 萬6.7%+17,949+1.3%加碼歷史
FLYWFlywire CorpCOM VTG8,100,000$9,477 萬6.5%+5,165,014+176.0%加碼歷史
PRKSUnited Parks & Resorts Inc.COM1,965,000$9,265 萬6.4%+69,576+3.7%加碼歷史
GENIGenius Sports LtdSHARES CL A8,650,000$8,996 萬6.2%−619,519−6.7%減碼歷史
FIVNFive9, Inc.COM3,250,000$8,606 萬5.9%+2,206,173+211.4%加碼歷史
CLBTCellebrite DI Ltd.ORDINARY SHARES5,150,000$8,240 萬5.7%+1,306,398+34.0%加碼歷史
EEFTEuronet Worldwide, Inc.COM805,000$8,161 萬5.6%−19,589−2.4%減碼歷史
SNSharkNinja, Inc.COM SHS575,626$5,698 萬3.9%+405,626+238.6%加碼歷史
CRHCRH Public Ltd CoORD575,000$5,279 萬3.6%−354,015−38.1%減碼歷史
CROXCrocs, Inc.COM402,500$4,077 萬2.8%+402,500新進歷史
SWIMLatham Group, Inc.COM6,299,042$4,019 萬2.8%+622,327+11.0%加碼歷史
POWLPowell Industries IncStock184,860$3,890 萬2.7%+184,860新進歷史
RTORentokil Initial PLCSPONSORED ADR1,590,453$3,817 萬2.6%−1,881,493−54.2%減碼歷史
AMTMAmentum Holdings, Inc.COM1,400,000$3,305 萬2.3%−820,709−37.0%減碼歷史
ABGAsbury Automotive Group IncCOM127,283$3,036 萬2.1%−41,828−24.7%減碼歷史
CNHCNH Industrial N.V.SHS2,243,433$2,907 萬2.0%−1,506,567−40.2%減碼歷史
AIOTPowerfleet, Inc.COM5,559,491$2,396 萬1.7%+2,838,900+104.3%加碼歷史
LEGHLegacy Housing CorpCOM1,050,000$2,379 萬1.6%+198,789+23.4%加碼歷史
XPOFXponential Fitness, Inc.COM CL A3,000,000$2,247 萬1.5%+50,000+1.7%加碼歷史
IMXIInternational Money Express, Inc.COM1,947,854$1,965 萬1.4%00.0%不變歷史
TTAMTitan America SAStock1,513,423$1,889 萬1.3%+726,387+92.3%加碼歷史
ALTGAlta Equipment Group Inc.COMMON STOCK2,960,100$1,871 萬1.3%−20,716−0.7%減碼歷史
CCSCentury Communities, Inc.COM285,000$1,605 萬1.1%+210,000+280.0%加碼歷史
MHOM/I Homes, Inc.COM125,000$1,402 萬1.0%+82,625+195.0%加碼歷史
LGIHLGI Homes, Inc.COM225,000$1,159 萬0.8%+225,000新進歷史
SHCSotera Health CoCOM750,000$834.0 萬0.6%+250,000+50.0%加碼歷史
ARKOARKO Corp.COM1,527,413$646.1 萬0.4%−889,599−36.8%減碼歷史
AVTRAvantor, Inc.COM450,000$605.7 萬0.4%+450,000新進歷史
ALXAlexanders IncCOM25,290$569.8 萬0.4%+8,080+46.9%加碼歷史
ECVTEcovyst Inc.COM641,317$527.8 萬0.4%−557,664−46.5%減碼歷史
RGNXREGENXBIO Inc.COM575,000$472.1 萬0.3%+185,000+47.4%加碼歷史
EXTRExtreme Networks IncCOM250,000$448.8 萬0.3%−938,770−79.0%減碼歷史
BLDRBuilders FirstSource, Inc.Stock35,000$408.4 萬0.3%+26,151+295.5%加碼歷史
DHIHorton D R IncCOM30,000$386.8 萬0.3%+5,000+20.0%加碼歷史
BXCBlueLinx Holdings Inc.COM NEW48,210$358.6 萬0.2%+35,710+285.7%加碼歷史
BLDQXO Insulation, LLCStock10,000$323.7 萬0.2%+10,000新進歷史
SXTSensient Technologies CorpCOM25,000$246.3 萬0.2%+25,000新進歷史
AMRZAmrize LtdSHS44,305$219.5 萬0.2%+44,305新進歷史
RNTXRein Therapeutics, Inc.COM NEW1,433,686$200.7 萬0.1%+442,970+44.7%加碼歷史
CGEMCullinan Therapeutics, Inc.COM251,717$189.5 萬0.1%+76,717+43.8%加碼歷史
KURAKura Oncology, Inc.COM305,659$176.4 萬0.1%+55,659+22.3%加碼歷史
ACTUActuate Therapeutics, Inc.COM286,140$174.8 萬0.1%+143,759+101.0%加碼歷史
QUREuniQure N.V.SHS125,000$174.3 萬0.1%+125,000新進歷史
XERSXeris Biopharma Holdings, Inc.COM319,800$149.3 萬0.1%+44,800+16.3%加碼歷史
RCKTRocket Pharmaceuticals, Inc.COM500,000$122.5 萬0.1%+67,760+15.7%加碼歷史
IOVAIovance Biotherapeutics, Inc.COM672,570$115.7 萬0.1%+672,570新進歷史
RMNIRimini Street, Inc.COM250,000$94.3 萬0.1%+250,000新進歷史
NATHNathans Famous, Inc.COM5,800$64.1 萬<0.1%−4,200−42.0%減碼歷史
BZHBeazer Homes USA IncCOM NEW25,768$57.6 萬<0.1%+25,768新進歷史
IRDOpus Genetics, Inc.COM541,159$51.0 萬<0.1%+391,159+260.8%加碼歷史
LTRNLantern Pharma Inc.COM50,000$15.8 萬<0.1%00.0%不變歷史
CGTXCognition Therapeutics IncCOM450,000$13.9 萬<0.1%00.0%不變歷史

2025 年第 1 季之後清倉(13 檔)

2025 年第 1 季季末還持有、這份申報已經沒有的部位。

Voss Capital, LLC 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
UNFUnifirst CorpCOM163,962$2,853 萬2.2%歷史
AXAxos Financial, Inc.COM207,704$1,340 萬1.0%歷史
ASOAcademy Sports & Outdoors, Inc.COM260,778$1,189 萬0.9%歷史
BPBP PLCADR292,227$987.4 萬0.8%歷史
LSEALandsea Homes CorpCOM1,225,000$786.5 萬0.6%歷史
TITNTitan Machinery Inc.COM398,003$678.2 萬0.5%歷史
SWISolarWinds CorpCOM342,737$631.7 萬0.5%歷史
BOXBox IncCL A193,067$595.8 萬0.5%歷史
TGTTarget CorpStock30,000$313.1 萬0.2%歷史
BOOMDMC Global Inc.COM331,911$279.5 萬0.2%歷史
TALKTalkspace, Inc.COM750,000$192.0 萬0.1%歷史
PLYAPlaya Hotels & Resorts N.V.SHS100,000$133.3 萬0.1%歷史
LENLennar CorpCL A10,000$114.8 萬0.1%歷史