Vavra Capital Management, LLC

**Vavra Capital Management, LLC** is an actively managed fund overseeing $102M across 23 distinct positions. The portfolio exhibits a diversified tilt, with significant allocations to broad market indices, notably SPY at $30.5M and VEA at $15.0M. Further diversification is evident through substantial holdings in fixed income (BOND at $13.0M) and sector-specific ETFs like IWM ($9.7M) and VIG ($5.1M). This structure suggests a core mandate focused on capturing broad market beta while maintaining tactical exposure across asset classes.

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