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Midas Edge

13-F holdings, Q2 2026

Voss Capital, LP

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$2B
Positions
35
Filed
Data as of

These holdings are as of , 130 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. FLYW$239.5M
    13,629,500 shares12% of the book
  2. SRE$188.8M
    2,036,737 shares9.4% of the book
  3. CLBT$167.1M
    11,441,874 shares8.3% of the book
  4. GFF$147.9M
    1,516,857 shares7.4% of the book
  5. FIVN$103.7M
    4,865,000 shares5.2% of the book
  6. SHC$103.4M
    5,825,000 shares5.2% of the book
  7. PAR$103.2M
    5,925,000 shares5.2% of the book
  8. CHH$100.3M
    910,000 shares5% of the book
  9. SN$95.9M
    630,000 shares4.8% of the book
  10. PRKS$79.7M
    1,670,000 shares4% of the book

What changed this quarter

4 new positions and 8 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • SRE

    SEMPRA

    +$72.5M

    +62.3% shares

  • RXT

    RACKSPACE TECHNOLOGY INC

    +$49.6M

    New

  • VGNT

    VERSIGENT PLC

    +$42.3M

    New

  • TDOC

    TELADOC HEALTH INC

    +$32.6M

    +91.6% shares

  • CLBT

    CELLEBRITE DI LTD

    +$25.8M

    +18.3% shares

Largest sells

  • POWL

    POWELL INDS INC

    −$111.1M

    -95.1% shares

  • EEFT

    EURONET WORLDWIDE INC

    −$65.9M

    -57.1% shares

  • PHIN

    PHINIA INC

    −$55.7M

    -73.6% shares

  • GENI

    GENIUS SPORTS LIMITED

    −$37.7M

    -47.6% shares

  • GFF

    GRIFFON CORP

    −$30.1M

    -16.9% shares

What was sold out, by size

  • 3 real positions, 0.25% of the book or more
  • 4 small, between 0.015% and 0.25%
  • 1 slivers under 0.015%, often rounding or client flows

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.