📊 Voss 13F — Voss Capital, LP: $2.2B portfolio, 52 positions (Q2 2026)

1. FLYW — $242M (11.2%) 2. SRE — $189M (8.8%) 3. CELLEBRITE DI LTD — $170M (7.9%) 4. GFF — $148M (6.9%) 5. PAR — $104M (4.8%) 6. FIVN — $104M (4.8%) 7. SHC — $103M (4.8%) 8. CHH — $100M (4.7%) 9. SHARKNINJA INC — $96M (4.5%) 10. PRKS — $80M (3.7%) 11. LRN — $76M (3.5%) 12. TDOC — $74M (3.4%) 13. CSR — $70M (3.2%) 14. RXT — $55M (2.5%) 15. TITAN AMER SA — $55M (2.5%) 16. EEFT — $49M (2.3%) 17. XPOF — $47M (2.2%) 18. VERSIGENT PLC — $42M (2.0%) 19. GENIUS SPORTS LIMITED — $42M (1.9%) 20. PK — $31M (1.4%) … (+32 more)

1. FLYW — $242M (11.2%)