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Portfolio (Quarterly) Guide ↗

Voss Capital, LP

· CIK 0001730145
13F Portfolio $2.1B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 57 New
Page 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RGNX REGENXBIO INC Healthcare 295,000.0 $4.2M 0.20% NEW $14.40 -58.5%
42 ARE ALEXANDRIA REAL ESTATE EQ Real Estate 75,000.0 $3.7M 0.18% NEW $48.94 -2.2%
43 HSY PUT HERSHEY CO Consumer Defensive 20,000.0 $3.6M 0.17% NEW $181.98 +4.6%
44 OKLO PUT OKLO INC Utilities 50,000.0 $3.6M 0.17% NEW $71.76 -9.3%
45 ALX ALEXANDERS INC Real Estate 15,000.0 $3.3M 0.16% NEW $217.94 +14.7%
46 GOOGL ALPHABET INC Communication Services 10,000.0 $3.1M 0.15% NEW $313.00 +23.9%
47 FIVN CALL FIVE9 INC Technology 150,000.0 $3.0M 0.14% NEW $20.05 +8.9%
48 XERS XERIS BIOPHARMA HOLDINGS Healthcare 371,709.0 $2.9M 0.14% NEW $7.85 -20.6%
49 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 125,000.0 $2.6M 0.13% NEW $21.01 -4.2%
50 OPUS GENETICS INC 441,891.0 $888K 0.04% NEW $2.01
51 EEFT CALL EURONET WORLDWIDE INC Technology 10,200.0 $776K 0.04% NEW $76.11 -12.6%
52 CGTX COGNITION THERAPEUTICS INC Healthcare 279,340.0 $377K 0.02% NEW $1.35 -7.4%
53 PAR CALL PAR TECHNOLOGY CORP Technology 9,300.0 $337K 0.02% NEW $36.28 -60.9%
54 KURA KURA ONCOLOGY INC Healthcare 29,737.0 $309K 0.01% NEW $10.39 +7.1%
55 RMNI RIMINI STR INC DEL Technology 70,000.0 $272K 0.01% NEW $3.88 -5.9%
56 XERS CALL XERIS BIOPHARMA HOLDINGS Healthcare 22,500.0 $177K 0.01% NEW $7.85 -20.6%
57 LTRN LANTERN PHARMA INC Healthcare 50,000.0 $152K 0.01% NEW $3.03 +9.6%
Page 3 of 3  ·  57 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.4%
Consumer Cyclical 21.0%
Industrials 15.2%
Healthcare 7.8%
Communication Services 6.7%
Basic Materials 5.0%
Energy 2.7%
Real Estate 2.5%
Consumer Defensive 0.9%