AWH CAPITAL, L.P.

PrivateCIK: 1682475
Location

DALLAS, TX

📋 What this filing means

AWH CAPITAL, L.P. filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $142.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

21
Positions
$142.48M
Total AUM (reported)
4.32M
Total Shares

Allocation by class

TOTAL AUM$142.48M21 positions
COM$76.12M53.4%
COM CL A$16.59M11.6%
CAP STK CL C$14.89M10.5%
CL A$12.23M8.6%
SHS$5.84M4.1%
COM NEW$5.82M4.1%
COM SER C$5.22M3.7%

Portfolio Concentration

Top 333.6%4–1033.8%11–2532.6%TOP 1067.4%0%100%
Top 3$47.82M33.6%
4–10$48.17M33.8%
11–25$46.48M32.6%

Top 3 weight

33.6%

Top 10 weight

67.4%

Voting Authority Distribution

Total shares with voting rights: 4.32M

Sole

Full voting authority

4.32M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:

GARRETT MOTION INC

SOLE
COM
Shares615.45K
TypeSH
Market value$22.30M
15.65%
Sole
615.45K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares42.15K
TypeSH
Market value$14.89M
10.45%
Sole
42.15K
Shared
0.00
None
0.00

FIRSTCASH HOLDINGS INC

SOLE
COM
Shares49.15K
TypeSH
Market value$10.63M
7.46%
Sole
49.15K
Shared
0.00
None
0.00

INTERACTIVE BROKERS GROUP IN

SOLE
COM CL A
Shares116.38K
TypeSH
Market value$10.13M
7.11%
Sole
116.38K
Shared
0.00
None
0.00

REX AMERICAN RES CORP

SOLE
COM
Shares147.50K
TypeSH
Market value$6.66M
4.67%
Sole
147.50K
Shared
0.00
None
0.00

REDDIT INC

SOLE
CL A
Shares37.65K
TypeSH
Market value$6.54M
4.59%
Sole
37.65K
Shared
0.00
None
0.00

TURNING PT BRANDS INC

SOLE
COM
Shares76.95K
TypeSH
Market value$6.53M
4.58%
Sole
76.95K
Shared
0.00
None
0.00

VERSANT MEDIA GROUP INC

SOLE
COM CL A
Shares179.50K
TypeSH
Market value$6.46M
4.54%
Sole
179.50K
Shared
0.00
None
0.00

BRIGHTVIEW HLDGS INC

SOLE
COM
Shares425K
TypeSH
Market value$6.02M
4.23%
Sole
425K
Shared
0.00
None
0.00

AMRIZE LTD

SOLE
SHS
Shares109.50K
TypeSH
Market value$5.84M
4.10%
Sole
109.50K
Shared
0.00
None
0.00

LIQUIDIA CORPORATION

SOLE
COM NEW
Shares73K
TypeSH
Market value$5.82M
4.09%
Sole
73K
Shared
0.00
None
0.00

FIRST CTZNS BANCSHARES INC D

SOLE
CL A
Shares2.73K
TypeSH
Market value$5.69M
3.99%
Sole
2.73K
Shared
0.00
None
0.00

CORECIVIC INC

SOLE
COM
Shares175K
TypeSH
Market value$5.32M
3.73%
Sole
175K
Shared
0.00
None
0.00

ATLANTA BRAVES HLDGS INC

SOLE
COM SER C
Shares100.60K
TypeSH
Market value$5.22M
3.66%
Sole
100.60K
Shared
0.00
None
0.00

AMENTUM HOLDINGS INC

SOLE
COM
Shares235.25K
TypeSH
Market value$4.86M
3.41%
Sole
235.25K
Shared
0.00
None
0.00

VERSIGENT PLC

SOLE
ORDINARY SHARES
Shares112.60K
TypeSH
Market value$4.73M
3.32%
Sole
112.60K
Shared
0.00
None
0.00

EVOLUS INC

SOLE
COM
Shares625K
TypeSH
Market value$4.34M
3.04%
Sole
625K
Shared
0.00
None
0.00

GREEN BRICK PARTNERS INC

SOLE
COM
Shares45K
TypeSH
Market value$3.60M
2.53%
Sole
45K
Shared
0.00
None
0.00

VIRTUS INVT PARTNERS INC

SOLE
COM
Shares24.74K
TypeSH
Market value$3.55M
2.49%
Sole
24.74K
Shared
0.00
None
0.00

OUTDOOR HOLDING CO

SOLE
COM
Shares1.01M
TypeSH
Market value$2.31M
1.62%
Sole
1.01M
Shared
0.00
None
0.00

AZUL S A

SOLE
SPONSORED ADS
Shares115K
TypeSH
Market value$1.03M
0.73%
Sole
115K
Shared
0.00
None
0.00