§ 13F · FUND PROFILE
AWH Capital, L.P..
AUM · $96M (13F)Positions · 22Turnover · n/a · Q2Filed · Aug 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GTX | GARRETT MOTION INC | 615K | $22M | 7.7% | +100% |
| 2 | GOOG | ALPHABET INC | 42K | $15M | 5.2% | +100% |
| 3 | FCFS | FIRSTCASH HOLDINGS INC | 49K | $11M | 3.7% | +100% |
| 4 | IBKR | INTERACTIVE BROKERS GROUP IN | 116K | $10M | 3.5% | +100% |
| 5 | REX | REX AMERICAN RES CORP | 148K | $7M | 2.3% | — |
| 6 | RDDT | REDDIT INC | 38K | $7M | 2.3% | NEW |
| 7 | TPB | TURNING PT BRANDS INC | 77K | $7M | 2.3% | — |
| 8 | VSNT | VERSANT MEDIA GROUP INC | 180K | $6M | 2.2% | — |
| 9 | BV | BRIGHTVIEW HLDGS INC | 425K | $6M | 2.1% | — |
| 10 | AMRZ | AMRIZE LTD | 110K | $6M | 2.0% | +100% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AWH SIGNAL
AC read
AWH Capital, L.P. is a Other fund managing $96 million in assets. The fund runs a focused portfolio of just 22 positions.
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