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
- 2
- Avg positions
- 43.5
- Latest top 5 weight
- 37.2%
- Avg top 5 weight
- 37.8%
- Avg changed names
- 53
- Held in ≥75% of stored quarters
- 33
Quarter Activity
Reported increases, decreases, exits, and new positions vs. the prior filing.
| Quarter | New | Adds | Trims | Exits | Top 5 |
|---|---|---|---|---|---|
| Q1 2026 | 6 | 23 | 9 | 15 | 37.2% |
| 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 | 2 | 9.1% | $158.6M |
| CLBT Cellebrite Di Ltd. | 2 | 7.6% | $133.3M |
| GFF Griffon Corp. | 2 | 7.6% | $132.6M |
| EEFT Euronet Worldwide Inc. | 2 | 6% | $104.5M |
| FIVN Five9 Inc. | 2 | 5.1% | $88.4M |
| LRN Stride Inc. | 2 | 4.3% | $74.9M |
Tip: hover any ticker below to see its weight in that quarter's portfolio.