SmartMoneyDB

Voss Capital, LP

HOUSTON, TX · CIK 0001730145

Portfolio Value: $663.80M
Positions: 92
Period: 2019-12-31
Filed: 2020-02-14

Portfolio Value

$663.80M

Positions

92

New

92

Increased

0

Decreased

0

Sold Out

0

Voss Capital, LP Q4 2019 13F Filing Summary

Voss Capital, LP (HOUSTON, TX) reported a portfolio value of $663.80M across 92 positions in their Q4 2019 SEC 13F filing (period ending 2019-12-31). Top holdings include EHTH ($102.82M), TGT ($75.05M), ATI ($40.41M). The top 10 positions account for 55.6% of the portfolio. This quarter saw 92 new positions. Notable new buys: EHTH ($102.82M), TGT ($75.05M), ATI ($40.41M).

All Holdings

#StockValueWeightChange
1
EHTHEHEALTH INC
COM
$102.82M
15.49%
New
2
TGTTARGET CORP
COM
$75.05M
11.31%
New
3
ATIHEALTH INS INNOVATIONS INC
COM CL A
$40.41M
6.09%
New
4
ROSETTA STONE INC
COM
$25.15M
3.79%
New
5
MSMORGAN STANLEY
COM NEW
$24.19M
3.64%
New
6
TSLATESLA INC
COM
$22.78M
3.43%
New
7
THOTHOR INDS INC
COM
$20.34M
3.06%
New
8
GANALLERGAN PLC
SHS
$20.28M
3.06%
New
9
PARPAR TECHNOLOGY CORP
COM
$20.09M
3.03%
New
10
GTLLAPOLLO GLOBAL MGMT INC
COM CL A
$17.80M
2.68%
New
11
EXASEXACT SCIENCES CORP
COM
$16.44M
2.48%
New
12
QUREUNIQURE NV
SHS
$15.34M
2.31%
New
13
HOUSREALOGY HLDGS CORP
COM
$14.35M
2.16%
New
14
GW PHARMACEUTICALS PLC
ADS
$11.64M
1.75%
New
15
KKRKKR & CO INC
CL A
$10.65M
1.60%
New
16
GSGOLDMAN SACHS GROUP INC
COM
$10.04M
1.51%
New
17
GISGENERAL MLS INC
COM
$8.79M
1.32%
New
18
BXBLACKSTONE GROUP INC
COM CL A
$8.67M
1.31%
New
19
THCHBRIGHTHOUSE FINL INC
COM
$8.63M
1.30%
New
20
AIGAMERICAN STS WTR CO
COM
$8.10M
1.22%
New
21
CMGCHIPOTLE MEXICAN GRILL INC
COM
$7.75M
1.17%
New
22
UPSUNITED PARCEL SERVICE INC
CL B
$7.52M
1.13%
New
23
ZGZILLOW GROUP INC
CL A
$7.20M
1.08%
New
24
LPSNLIVEPERSON INC
COM
$7.00M
1.05%
New
25
NMRKNEWMARK GROUP INC
CL A
$6.83M
1.03%
New
26
BEKEQUAKER CHEM CORP
COM
$6.61M
1.00%
New
27
WPXUSDWPX ENERGY INC
COM
$6.58M
0.99%
New
28
OEFISHARES TR
S&P 100 ETF
$6.40M
0.96%
New
29
SSNCSS&C TECHNOLOGIES HLDGS INC
COM
$5.99M
0.90%
New
30
TRUETRUECAR INC
COM
$5.72M
0.86%
New
31
TXNTEXAS INSTRS INC
COM
$5.69M
0.86%
New
32
AXAXOS FINL INC
COM
$5.45M
0.82%
New
33
CAKECHEESECAKE FACTORY INC
COM
$5.35M
0.81%
New
34
NODKRIMINI STR INC DEL
COM
$5.17M
0.78%
New
35
LEGHLEGACY HOUSING CORP
COM
$5.08M
0.77%
New
36
EAFGRAFTECH INTL LTD
COM
$5.07M
0.76%
New
37
VALVALARIS PLC
SHS CLASS A
$4.86M
0.73%
New
38
CONSOL ENERGY INC NEW
COM
$4.50M
0.68%
New
39
AOSSMITH A O CORP
COM
$3.88M
0.58%
New
40
INBKFIRST INTERNET BANCORP
COM
$3.74M
0.56%
New
41
AIPGRETAIL PPTYS AMER INC
CL A
$3.67M
0.55%
New
42
ORCLORACLE CORP
COM
$3.63M
0.55%
New
43
THCHMAGELLAN HEALTH INC
COM NEW
$3.52M
0.53%
New
44
ESVERSO CORP
CL A
$3.34M
0.50%
New
45
BUDANHEUSER BUSCH INBEV SA/NV
SPONSORED ADR
$3.25M
0.49%
New
46
FIAT CHRYSLER AUTOMOBILES N
SHS
$2.88M
0.43%
New
47
QQQINVESCO QQQ TR
UNIT SER 1
$2.49M
0.37%
New
48
ACHCACADIA HEALTHCARE COMPANY IN
COM
$2.33M
0.35%
New
49
NODKCENTENNIAL RESOURCE DEV INC
CL A
$2.30M
0.35%
New
50
PSIGNET 1 UEPS TECHNOLOGIES INC
COM NEW
$2.23M
0.34%
New
Showing 1-50 of 92

Position Changes

StockValueShares
EHTHEHEALTH INC
$102.82M83,200
TGTTARGET CORP
$75.05M17,500
ATIHEALTH INS INNOVATIONS INC
$40.41M1,305,609
ROSETTA STONE INC
$25.15M1,282,103
MSMORGAN STANLEY
$24.19M55,000
TSLATESLA INC
$22.78M40,300
THOTHOR INDS INC
$20.34M11,000
GANALLERGAN PLC
$20.28M2,500
PARPAR TECHNOLOGY CORP
$20.09M653,500
GTLLAPOLLO GLOBAL MGMT INC
$17.80M10,000
EXASEXACT SCIENCES CORP
$16.44M11,000
QUREUNIQURE NV
$15.34M183,997
HOUSREALOGY HLDGS CORP
$14.35M40,000
GW PHARMACEUTICALS PLC
$11.64M800
KKRKKR & CO INC
$10.65M365,000
GSGOLDMAN SACHS GROUP INC
$10.04M2,500
GISGENERAL MLS INC
$8.79M14,500
BXBLACKSTONE GROUP INC
$8.67M155,000
THCHBRIGHTHOUSE FINL INC
$8.63M129,462
AIGAMERICAN STS WTR CO
$8.10M9,100
CMGCHIPOTLE MEXICAN GRILL INC
$7.75M1,000
UPSUNITED PARCEL SERVICE INC
$7.52M4,000
ZGZILLOW GROUP INC
$7.20M5,000
LPSNLIVEPERSON INC
$7.00M5,000
NMRKNEWMARK GROUP INC
$6.83M90,000
BEKEQUAKER CHEM CORP
$6.61M2,000
WPXUSDWPX ENERGY INC
$6.58M20,000
OEFISHARES TR
$6.40M17,000
SSNCSS&C TECHNOLOGIES HLDGS INC
$5.99M97,500
TRUETRUECAR INC
$5.72M12,000
TXNTEXAS INSTRS INC
$5.69M2,500
AXAXOS FINL INC
$5.45M180,000
CAKECHEESECAKE FACTORY INC
$5.35M25,000
NODKRIMINI STR INC DEL
$5.17M1,331,770
LEGHLEGACY HOUSING CORP
$5.08M305,549
EAFGRAFTECH INTL LTD
$5.07M107,741
VALVALARIS PLC
$4.86M12,500
CONSOL ENERGY INC NEW
$4.50M67,600
AOSSMITH A O CORP
$3.88M5,000
INBKFIRST INTERNET BANCORP
$3.74M157,683
AIPGRETAIL PPTYS AMER INC
$3.67M200,000
ORCLORACLE CORP
$3.63M5,000
THCHMAGELLAN HEALTH INC
$3.52M45,000
ESVERSO CORP
$3.34M185,000
BUDANHEUSER BUSCH INBEV SA/NV
$3.25M5,000
FIAT CHRYSLER AUTOMOBILES N
$2.88M25,000
QQQINVESCO QQQ TR
$2.49M1,500
ACHCACADIA HEALTHCARE COMPANY IN
$2.33M70,000
NODKCENTENNIAL RESOURCE DEV INC
$2.30M40,000
PSIGNET 1 UEPS TECHNOLOGIES INC
$2.23M325,987
BABOEING CO
$1.91M600
MACMACERICH CO
$1.82M20,000
MIC2EURMACQUARIE INFRASTRUCTURE COR
$1.77M10,000
APTOFAPTOSE BIOSCIENCES INC
$1.73M305,600
SFESSAFEGUARD SCIENTIFICS INC
$1.60M145,944
ADIANALOG DEVICES INC
$1.59M2,500
BLUE APRON HLDGS INC
$1.55M10,000
CUECUE BIOPHARMA INC
$1.47M92,500
MANHMANHATTAN ASSOCS INC
$1.26M3,000
CSCOCISCO SYS INC
$1.22M5,000
CNKCINEMARK HOLDINGS INC
$1.21M5,000
EOLSEVOLUS INC
$1.12M92,300
RESIEURFRONT YD RESIDENTIAL CORP
$1.12M90,771
MCFTMASTERCRAFT BOAT HLDGS INC
$1.10M70,000
CATCATERPILLAR INC DEL
$1.07M1,500
B RILEY PRINCIPAL MERGER COR
$1.05M100,000
COUPEURCOUPA SOFTWARE INC
$1.03M1,000
SPOTSPOTIFY TECHNOLOGY S A
$1.03M1,000
CELHCELSIUS HOLDINGS INC
$984.00K203,620
GLMDGALMED PHARMACEUTICALS LTD
$870.00K150,515
GEGENERAL ELECTRIC CO
$862.00K31,500
EQTEQT CORP
$850.00K5,000
MRVLMARVELL TECHNOLOGY GROUP LTD
$813.00K5,000
THCHREVANCE THERAPEUTICS INC
$730.00K45,000
CCSCENTURY CMNTYS INC
$684.00K25,000
PAROASIS MIDSTREAM PARTNERS LP
$664.00K40,000
PARTEEKAY OFFSHORE PARTNERS L P
$575.00K10,000
PIERIS PHARMACEUTICALS INC
$543.00K150,000
PGPROCTER & GAMBLE CO
$538.00K1,000
SLABSILICON LABORATORIES INC
$505.00K1,000
CONTURA ENERGY INC
$453.00K50,000
POWIPOWER INTEGRATIONS INC
$443.00K1,500
SKTTANGER FACTORY OUTLET CTRS I
$368.00K25,000
MCDMCDONALDS CORP
$343.00K1,000
SXCSUNCOKE ENERGY INC
$312.00K50,000
BTUPEABODY ENERGY CORP NEW
$275.00K30,000
VNOMVIPER ENERGY PARTNERS LP
$247.00K10,000
RCLROYAL CARIBBEAN CRUISES LTD
$225.00K2,000
RIGTRANSOCEAN LTD
$213.00K5,000
BBWBUILD A BEAR WORKSHOP
$32.00K10,000
UBERUBER TECHNOLOGIES INC
$25.00K10,000
CZRCAESARS ENTMT CORP
$10.00K10,000