Voss Capital Reduced Its Stake in Euronet Worldwide (EEFT) in Q3

3 weeks ago 11

Soumya Eswaran

Tue, December 2, 2025 astatine 7:27 AM CST 3 min read

Voss Capital, LLC, an concern absorption company, released its third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Voss Capital’s funds, Voss Value Fund, LP, and the Voss Value Offshore Fund, Ltd returned +5.0% and +4.9% to investors nett of fees and expenses respectively, successful the 3rd 4th compared to a +12.4% instrumentality for the Russell 2000 Index, +12.6% instrumentality for the Russell 2000 Value Index, and +8.3% instrumentality for the S&P 500 Index. The Voss Value Master Fund’s full gross vulnerability stood astatine 205.4% and the nett agelong vulnerability was 95.8% arsenic of September 30, 2025. The value of the fund’s apical 10 longs was 77.8% and the apical 10 shorts were -43.5%. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Voss Capital highlighted stocks specified arsenic Euronet Worldwide, Inc. (NASDAQ:EEFT). Headquartered successful Leawood, Kansas, Euronet Worldwide, Inc. (NASDAQ:EEFT) is simply a outgo and transaction processing and organisation solutions provider. The one-month instrumentality of Euronet Worldwide, Inc. (NASDAQ:EEFT) was 1.68%, and its shares mislaid 29.34% of their worth implicit the past 52 weeks. On December 01, 2025, Euronet Worldwide, Inc. (NASDAQ:EEFT) banal closed astatine $74.52 per share, with a marketplace capitalization of $3.133 billion.

Voss Capital stated the pursuing regarding Euronet Worldwide, Inc. (NASDAQ:EEFT) successful its 3rd 4th 2025 capitalist letter:

"Euronet Worldwide, Inc. (NASDAQ:EEFT) has been different worldly show detractor for Voss YTD. We reduced our presumption to harvest immoderate taxation losses pursuing a disappointing 3rd 4th that invalidated immoderate pillars of our archetypal thesis. While we antecedently viewed the institution arsenic a mispriced "growth-at-a-reasonable-price" communicative supported by a divers portfolio with an A+ absorption team, caller results uncover weakness crossed each segments coupled with a deficiency of visibility into near-term maturation drivers. A resumption of buybacks and an expert time aboriginal successful 2026 aft reporting Q4 results are desperately needed catalysts.