Voss Capital’s Views on Its Largest Position: Flywire (FLYW)
Voss Capital, LLC, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bayforest Capital Theodoros Tsagaris | 3 | $35 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $10.99 | 25,000 | $274,795.00 | 2,300,000 | 2026-02-13 | Filing | |
| $14.23 | 44,991 | $640,415.39 | 9,670,000 | 2025-12-31 | Filing | |
| $14.15 | 181,121 | $2,562,862.15 | 9,625,009 | 2025-12-30 | Filing | |
| $10.94 | 8,889 | $97,237.66 | 30,770 | 2025-02-27 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $13.05 | 9,009 | $117,543.13 | 532,962 | 2026-03-05 | Filing | |
| $12.31 | 150,000 | $1,846,140.00 | 2,906,969 | 2026-03-02 | Filing | |
| $15.01 | 13,327 | $200,072.92 | 374,933 | 2026-01-07 | Filing | |
| $15.08 | 16,612 | $250,558.80 | 234,493 | 2026-01-07 | Filing | |
| $15.00 | 367 | $5,505.00 | 234,493 | 2025-12-23 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 32,880 | $380,750 | 0% | |
| 2. | 28,260 | $332,903 | 0% | |
| 3. | 3,077 | $35,816 | 0% | |
| 4. | 978 | $11,384 | 0% | |
| 5. | 822 | $9,568 | 0% |