LongRXTAug 2026
Rackspace Technology, Inc.
Rackspace is a highly leveraged turnaround where a roughly $900 million equity value sits on top of a much larger enterprise value, creating substantial equity upside if…
Voss Capital, LP
Fundamental, research-driven long/short equity investing focused on value-oriented special situations, particularly in small- and mid-cap companies.$2B AUM4 published ideas
Voss Capital manages the Voss Value Master Fund, which invests through the Voss Value Fund and Voss Value Offshore Fund feeder vehicles. The strategy has a high tolerance for uncertainty and seeks mispriced special situations where fundamental improvement, management incentives and identifiable catalysts can drive value realization.
Ideas from Voss Capital, LP
LongVGNTAug 2026
Versigent
Versigent was discarded following its spin-off from Aptiv despite being an entrenched global oligopolist in complex automotive wiring harnesses, and Voss believes its roughly…
LongHILSAug 2026
Hill & Smith
Voss views Hill & Smith as a predominantly American infrastructure compounder that is mispriced because it remains listed in the UK, with approximately 84% of first-half…
LongDLG.MILAug 2026
De'Longhi
Voss believes De'Longhi is being valued like a conventional European appliance manufacturer despite transforming into a higher-quality coffee-equipment company. Coffee now…
Letters covered
- Voss Capital, LP — Manual importAugust 25, 2026
Source PDFs are not republished here; only extracted ideas and quotes.