Portfolio timeline
Voss Capital — Portfolio History
Every 13F quarter on record, newest first. Each row lists the quarter's top positions; open any quarter for the full portfolio, buys, adds, trims and exits.
- Quarters
- 3
- Avg positions
- 53.3
- Latest top 5 weight
- 39.3%
- Avg top 5 weight
- 37.4%
- Avg changed names
- 47.5
- Held in ≥75% of stored quarters
- 27
Quarter Activity
Reported increases, decreases, exits, and new positions vs. the prior filing.
| Quarter | New | Adds | Trims | Exits | Top 5 |
|---|---|---|---|---|---|
| Q2 2026 | 4 | 11 | 19 | 8 | 39.3% |
| Q1 2026 | 6 | 23 | 9 | 15 | 34.6% |
| Q4 2025 | No prior baseline | 38.4% | |||
Most Frequently Reported Positions
Positions appearing across the most stored reporting quarters.
| Position | Quarters | Latest weight | Latest value |
|---|---|---|---|
| FLYW Flywire Corporation | 3 | 11.1% | $239.5M |
| CLBT Cellebrite Di Ltd. | 3 | 7.8% | $167.1M |
| GFF Griffon Corp. | 3 | 6.9% | $147.9M |
| FIVN Five9 Inc. | 3 | 4.8% | $103.7M |
| SHC Sotera Health Co. | 3 | 4.8% | $103.4M |
| PAR PAR Technology Corp. | 3 | 4.8% | $103.2M |
Tip: hover any ticker below to see its weight in that quarter's portfolio.