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Voss Value Offshore Fund's investment thesis on Xponential Fitness ($XPOF) — Q3 2025 | Buyside Digest

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$XPOFNASDAQXponential Fitness

BULL

Voss Value Offshore Fund—XPOF

Fund Letter

Q3 2025

Published November 25, 2025

View Fund Profile

$4.80USD

-2.2% vs last month

$6.64Pitched

-27.7% since pitch

Market Cap$317.1M

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

In Q3 2025, Voss Value Fund, LP returned +5.0% net of fees, lagging major indices due to extreme market headwinds impacting the 'value' and 'quality' factors. The manager details...

— Travis Cocke

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What other investors think about $XPOF, and what else Voss Value Offshore Fund is buying.

Other pitches on $XPOF

Other investors who've written on Xponential Fitness

The Bristlemoon Global FundBEAR

Pitched Mar 1, 2025

Although the fund previously held Xponential Fitness due to low multiples and positive operational trends, the company's recent earnings guidance fell well short of consensus. This disappointed with...

View all $XPOF pitches →