AWH Capital, L.P.: 13F holdings
CIK 16824752026Q2
| Positions | 22 |
|---|
| Reported value | $288.2m |
|---|
| Filed | 2026-08-17 |
|---|
Change since last quarter
| Positions | 22 (+2 vs prior quarter) |
|---|
| Reported value | $288.2m (+161.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GTX GARRETT MOTION INC | 1,230,900 | $44.6m | 15.5% |
| GOOG ALPHABET INC | 84,300 | $29.8m | 10.3% |
| FCFS FIRSTCASH HOLDINGS INC | 98,300 | $21.3m | 7.4% |
| IBKR INTERACTIVE BROKERS GROUP IN | 232,760 | $20.3m | 7.0% |
| REX REX AMERICAN RES CORP | 295,000 | $13.3m | 4.6% |
| RDDT REDDIT INC | 75,300 | $13.1m | 4.5% |
| TPB TURNING PT BRANDS INC | 153,900 | $13.1m | 4.5% |
| VSNT VERSANT MEDIA GROUP INC | 359,000 | $12.9m | 4.5% |
| BV BRIGHTVIEW HLDGS INC | 850,000 | $12.0m | 4.2% |
| AMRIZE LTD | 219,000 | $11.7m | 4.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1682475")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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