Fund HoldingsAWH Capital, L.P.

Total Portfolio Value
$99.56M
Total Bought
$6.37M
Total Sold
$21.42M
Net Transaction
-$15.05M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
WK KELLOGG CO0295,453+295,45303,8823.90%+3,882
ALKAMI TECHNOLOGY INC(ALKT)060,840+60,84001,4751.48%+1,475
LEGACY HOUSING CORP225,000199,151-25,8494,3675,0235.04%+655
SPORTSMANS WHSE HLDGS INC260,000401,480+141,4801,1671,7101.72%+543
LIQUIDIA CORPORATION(LQDA)039,000+39,00004690.47%+469
HOVNANIAN ENTERPRISES INC68,50047,402-21,0986,9647,3777.41%+413
CORECIVIC INC(CXW)425,500334,960-90,5404,7874,8674.89%+80
SCILEX HOLDING CO7,0507,050010140.01%+5
GREEN BRICK PARTNERS INC(GRBK)110,00083,641-26,3594,5664,3444.36%-222
LEXINFINTECH HLDGS LTD297,500226,220-71,2806574160.42%-241
OMNIAB INC555,500422,401-133,0992,8832,6062.62%-277
GARRETT MOTION INC(GTX)667,150507,310-159,8405,2574,9064.93%-351
SPHERE ENTERTAINMENT CO(SPHR)55,00049,421-5,5792,0441,6781.69%-365
X FINL332,111258,080-74,0311,3589450.95%-414
FIRSTCASH HOLDINGS INC(FCFS)46,25038,155-8,0954,6434,1364.15%-507
ADTRAN HOLDINGS INC75,0000-75,0006170-617
ATLANTA BRAVES HLDGS INC132,100100,441-31,6594,7203,9753.99%-744
REX AMERICAN RES CORP(REX)170,500129,641-40,8596,9436,1326.16%-811
NI HLDGS INC186,500121,936-64,5642,4001,5841.59%-816
EVOLUS INC827,500629,240-198,2607,5636,6266.65%-937
PURPLE INNOVATION INC577,5000-577,5009880-988
ARLO TECHNOLOGIES INC(ARLO)350,000266,140-83,8603,6052,5342.54%-1,071
PG&E CORP(PCG)390,000276,232-113,7686,2914,9805.00%-1,310
SILICOM LTD107,95882,098-25,8602,8181,4861.49%-1,332
FIRST CTZNS BANCSHARES INC N(FCNCA)4,7153,595-1,1206,5075,1015.12%-1,406
VIRTUS INVT PARTNERS INC(VRTS)40,00027,399-12,6018,0806,6246.65%-1,456
MADISON SQUARE GARDEN ENTMT(MSGE)187,500142,580-44,9206,1714,5334.55%-1,638
INTERACTIVE BROKERS GROUP IN(IBKR)79,50057,162-22,3386,8824,7394.76%-2,143
ALPHABET INC(GOOG)76,00052,510-23,49010,0217,4007.43%-2,620
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