AWH Capital, L.P.
•CIK: 1682475•Filing: Q4 2025
**AWH Capital, L.P.** manages $108M across a concentrated portfolio of 20 positions. The fund exhibits significant conviction in technology and growth names, evidenced by its top holdings including GOOG at $13.2M and GTX at $10.7M. Notable allocations also include substantial positions in FCFS ($7.8M), TPB ($7.5M), and IBKR ($7.5M). This structure suggests a tactical, high-conviction approach targeting outsized returns within select market sectors.
Total AUM
$108.4M
QoQ Performance
+13.1%
Positions
20
Top 10 Concentration
70.8%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOG
GTX
FCFS
TPB
IBKR
AMTM
MSGE
AMRI
GOOG12.2%
GTX9.9%
FCFS7.2%
TPB6.9%
IBKR6.9%
AMTM6.3%
MSGE6.1%
AMRIZE5.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other87.8%
Technology12.2%
Changes from Q3 2025
↑8 increased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023