Awh Capital, L.P.
AWH Capital, L.P. is a hedge fund based in Dallas, Texas, founded and managed by Austin Wiggins Hopper. Established in 2002, it is led by a small team and focuses on investment management for affiliated private pooled investment vehicles. The firm employs in-depth fundamental research to identify opportunities in publicly traded securities and manages regulatory assets of over $140 million. Operating as an SEC-registered investment adviser since 2017, AWH Capital serves institutional and high-net-worth clients, emphasizing a concentrated portfolio approach.
Investment Strategy
AWH Capital, L.P. employs rigorous fundamental research to identify attractive investments in publicly-traded securities, utilizing both long and short positions. The firm focuses on in-depth company analysis, portfolio concentration in its best ideas (with top 10 holdings frequently representing a large portion of assets), and seeks capital appreciation over the long-term. Its strategy is opportunistic and is characterized by active management and significant turnover in portfolio holdings, reflecting dynamic allocation based on changing market opportunities.
Latest 13F Filing Activity
Awh Capital, L.P. filed their most recent 13F report on Jun 30, 2025 disclosing 23 equity positions with a total 13F market value of $86M. The fund increased holdings in Reddit Inc., Turning PT Brands Inc., Amrize LTD among other positions. Awh Capital, L.P. reduced exposure to Sila Realty Trust Inc., X Finl, Evolus Inc. among others.
Top Holdings
Equity Positions (23)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOOG | ALPHABET INC | 8.72% | $7.5M | 42,150 | $70.17 | $177.39 | +$937.4K |
F FCFS | FIRSTCASH HOLDINGS INC | 7.75% | $6.6M | 49,150 | $101.10 | $135.14 | +$728.4K |
I IBKR | INTERACTIVE BROKERS GROUP IN | 7.52% | $6.4M | 116,380 | $56.16 | $55.41 | +$1.6M |
G GTX | GARRETT MOTION INC | 6.93% | $5.9M | 565,000 | $7.90 | $10.51 | +$1.4M |
E EOLS | EVOLUS INC | 6.71% | $5.8M | 625,000 | $8.99 | $9.21 | -$1.5M |