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Voss Capital

Jun 2025 → Jun 2026 · Publishes quarterly · 2 funds

Our archive holds 5 letters from Voss Capital, behind 21 investment theses and positions in 6 companies. Every quote below is copied verbatim from the letter it came from.

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Voss Capital’s own letters page
5
Letters
6
Companies
4
Moves
21
Theses

What they bought and sold · 4 moves

Companies held · 6

Every company Voss Capital has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 21

  • Rackspace Technology, Inc.
    June 2026

    Rackspace Technology is a leveraged cloud managed-services turnaround with idle data center capacity, improving private cloud demand, and AI infrastructure partnerships that could restore EBITDA and unlock equity upside.

    Read the full thesis
  • De’Longhi
    June 2026

    De’Longhi is a global espresso leader whose higher-margin Professional Coffee segment is growing rapidly, backed by secular specialty coffee demand and potential value-unlocking catalysts.

    Read the full thesis
  • Versigent
    June 2026

    Versigent is a highly profitable automotive wiring oligopolist benefiting from rising vehicle content, EV/hybrid mix, strong OEM relationships, and a substantial design-in pipeline.

    Read the full thesis
  • Hill & Smith
    June 2026

    Hill & Smith is a U.S.-exposed infrastructure and galvanizing compounder trading at a discount, with strong growth, high margins, low leverage, and disciplined capital allocation.

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  • Sempra Energy
    March 2026

    Sempra Energy is a simplified sum-of-the-parts opportunity driven by Oncor’s high-growth regulated transmission business, California utility re-rating, and value unlocks from a potential spin-off and asset sales.

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  • Cellebrite DI Ltd.
    December 2025

    Cellebrite is a hardware-enabled digital forensics platform with a deep exploit library, high legal and procurement barriers, emerging AI products, and strong growth and cash generation at a discounted valuation.

    Read the full thesis
  • Flywire Corporation
    December 2025

    Flywire operates a deeply embedded cross-border payments platform in complex verticals with high switching costs and trades at a compelling valuation relative to peers and private comps.

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  • Choice Hotels International, Inc.
    December 2025

    Choice Hotels is an asset-light franchisor shifting to higher-value segments and international direct franchising with a potential $700M cash unlock and significant upside from a historically depressed valuation.

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  • PAR Technology Corporation
    December 2025

    PAR Technology provides restaurant POS to Tier-1 chains, winning share despite thousands of competitors, with AI expected to accelerate product development and expand its addressable market.

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  • Cellebrite
    September 2025

    Cellebrite (CLBT) is a high-margin, cash-generating software platform transforming federal law enforcement through accelerating growth drivers and strategic acquisitions, trading at depressed valuations that imply over 90% upside as the market re-rates its long-term potential.

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  • Five9
    September 2025

    Five9 (FIVN) is undervalued despite its strong growth potential in AI-enabled contact centers, trading at a significant discount compared to peers, with underlying demand remaining robust.

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  • Flywire
    September 2025

    Flywire is a strong investment opportunity due to its impressive growth trajectory, improved profitability, and favorable valuation compared to peers, despite market misconceptions regarding international student enrollment risks.

    Read the full thesis

Letter archive · 5

2026

2025

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