Voce Capital Management LLC

San Francisco, CA · CIK 1563530 · 13F filing filed 2023-07-31

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySan Francisco, CA

$57.8m reported value -13.5% vs Q1 2023

11positions

99.2%in top 10

1 new 1 added 4 reduced 0 sold out vs Q1 2023

Holdings, Q2 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CUTERA INC COM CUTR	CUTR	831,630	$12.6m21.77%	21.77%	Reduced -378.6k	-378,594 -31.3%
2	CUTERA INC NOTE 2.250% 6/0 · principal CUTR 2.25 06.01.28 · principal	CUTR 2.25 06.01.28	10,000,000	$10.0m17.30%	17.30%	New
3	EVOLENT HEALTH INC CL A EVH	EVH	323,694	$9.8m16.97%	16.97%	Reduced -34.4k	-34,357 -9.6%
4	RADNET INC COM RDNT	RDNT	271,045	$8.8m15.30%	15.30%	Reduced -92.3k	-92,270 -25.4%
5	CALIX INC COM CALX	CALX	102,895	$5.1m8.88%	8.88%	Unchanged
6	VIEMED HEALTHCARE INC COM VMD	VMD	507,941	$5.0m8.59%	8.59%	Reduced -68.9k	-68,897 -11.9%
7	DOCGO INC COM DCGO	DCGO	330,592	$3.1m5.36%	5.36%	Added +41.5k	+41,460 14.3%
8	CIENA CORP COM NEW CIEN	CIEN	44,632	$1.9m3.28%	3.28%	Unchanged
9	LENDINGTREE INC NEW COM TREE	TREE	26,350	$582.6k1.01%	1.01%	Unchanged
10	RIBBON COMMUNICATIONS INC COM RBBN	RBBN	160,119	$446.7k0.77%	0.77%	Unchanged
11	AMERICAS CAR-MART INC COM CRMT	CRMT	4,456	$444.6k0.77%	0.77%	Unchanged