Portfolio (Quarterly) Guide ↗

AWH Capital, L.P.

· CIK 0001682475

13F Portfolio $108M AUM 20 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 8 Added 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	RDDT	REDDIT INC	Communication Services	12,500	$2.9M	3.00%	SOLD
2	LEGH	LEGACY HOUSING CORP	Consumer Cyclical	7,612	$209K	0.22%	SOLD

Sector Allocation

Financial Services 31.9%

Consumer Cyclical 14.7%

Communication Services 14.4%

Industrials 13.5%

Consumer Defensive 8.2%

Healthcare 8.0%

Basic Materials 5.2%

Real Estate 4.1%