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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Voss Value Offshore Fund
Value
$1.6B
Stocks
45 Stocks (1 new)
Turnover
0.0%
Top Holdings
SRE(11.80%) GFF(9.25%) FIVN(6.48%) SHC(6.46%) PAR(6.45%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| SRE | None | Sempra Energy | Utilities | $188.8M | 0 | 11.8% | 0 | No Change |
| GFF | None | Griffon | Industrials | $147.9M | 0 | 9.3% | 0 | No Change |
| FIVN | None | Five9, Inc. | Information Technology | $103.7M | 0 | 6.5% | 0 | No Change |
| SHC | None | Sotera Health Company | Health Care | $103.4M | 0 | 6.5% | 0 | No Change |
| PAR | None | PAR Technology | Information Technology | $103.2M | 0 | 6.5% | 0 | No Change |
| CHH | None | Choice Hotels International, Inc. | Consumer Discretionary | $100.3M | 0 | 6.3% | 0 | No Change |
| SN | None | Sharkninja Inc | Consumer Discretionary | $95.9M | 0 | 6.0% | 0 | No Change |
| PRKS | None | United Parks & Resorts | Consumer Discretionary | $79.7M | 0 | 5.0% | 0 | No Change |
| LRN | None | Stride, Inc. | Consumer Discretionary | $76.4M | 0 | 4.8% | 0 | No Change |
| CSR | None | Centerspace | Real Estate | $69.1M | 0 | 4.3% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| CLBTWCELLEBRITE DI LTD | $2.9M | +100.0% | 0.2% | New |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Consumer Discretionary | 7 | $427.4M | 26.7% |
| Information Technology | 6 | $267.0M | 16.7% |
| Utilities | 1 | $188.8M | 11.8% |
| Industrials | 4 | $173.3M | 10.8% |
| Health Care | 3 | $150.4M | 9.4% |
| General | 11 | $122.7M | 7.7% |
| Real Estate | 3 | $103.1M | 6.5% |
| Communication Services | 4 | $87.1M | 5.4% |
| Consumer Cyclical | 1 | $42.3M | 2.6% |
| Financials | 3 | $31.4M | 2.0% |
| Financial Services | 1 | $3.6M | 0.2% |
| Consumer Staples | 1 | $2.5M | 0.2% |