Voce Capital Management LLC - Q1 2023 holdings

$66.8 Million is the total value of Voce Capital Management LLC's 10 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 20.0% .

 Value Shares↓ Weighting
CUTR  CUTERA INC$28,585,491
-46.6%
1,210,2240.0%42.77%
+39.0%
EVH SellEVOLENT HEALTH INCcl a$11,618,755
+2.9%
358,051
-10.9%
17.38%
+167.9%
RDNT  RADNET INC$9,093,774
+32.9%
363,3150.0%13.61%
+245.9%
VMD  VIEMED HEALTHCARE INC$5,572,255
+27.8%
576,8380.0%8.34%
+232.5%
CALX  CALIX INC$5,514,143
-21.7%
102,8950.0%8.25%
+103.8%
BuyDOCGO INC$2,500,992
+28.7%
289,132
+5.2%
3.74%
+234.7%
CIEN  CIENA CORP$2,344,073
+3.0%
44,6320.0%3.51%
+168.1%
TREE  LENDINGTREE INC NEW$702,491
+25.0%
26,3500.0%1.05%
+225.4%
RBBN NewRIBBON COMMUNICATIONS$547,607160,119
+100.0%
0.82%
CRMT  AMERICAS CAR-MART INC$352,960
+9.6%
4,4560.0%0.53%
+185.4%
ARGO ExitARGO GROUP INTL HLDGS LTD$0-3,317,697
-100.0%
-49.31%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-05-15
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
CUTERA INC31Q2 202342.8%
CALIX NETWORKS INC31Q2 202317.3%
AMERICAS CAR-MART INC19Q2 20232.2%
ARGO GROUP INTL HLDGS LTD17Q4 202281.8%
EVOLENT HEALTH INC - A17Q2 202317.4%
RADNET INC14Q2 202315.3%
NATUS MEDICAL INC DEL12Q4 201940.1%
ARRIS INTL INC12Q4 20189.1%
RUDOLPH TECHNOLOGIES INC12Q3 20189.0%
NANOMETRICS INC10Q2 201811.7%

View Voce Capital Management LLC's complete holdings history.

Latest significant ownerships (13-D/G)
Voce Capital Management LLC Q1 2023 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
CUTERA INCJune 13, 2023930,6964.7%
Argo Group International Holdings, Ltd.March 24, 20231,578,4914.5%
FBR & Co.June 15, 2016? ?
INVESTMENT TECHNOLOGY GROUP, INC.March 08, 2016659,2302.0%
OPLINK COMMUNICATIONS INCNovember 21, 201418,3620.0%

View Voce Capital Management LLC's complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2023-07-31
SC 13D/A2023-06-13
1442023-06-09
13F-HR2023-05-15
SC 13D/A2023-05-15
DFAN14A2023-05-11
DEFC14A2023-05-08
CORRESP2023-05-05
PRRN14A2023-05-05
PREC14A2023-04-25

View Voce Capital Management LLC's complete filings history.

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Export Voce Capital Management LLC's holdings