- New Purchases: FC, MGNI, NWPX, RESI, SPOT, BAND, JCAP, GLUU, MCFT, NTUS, COOP, UCTT, ZIXI, NREF, C, QADA, CROX, RAMP, LUV, EVRI, UPWK, BEAT, GCO, PINS, GDOT, OSPN, PDFS, FTDR, HCCI, APA, LIVX, XOP, XLE,
- Added Positions: STMP,
- Reduced Positions: NXRT, NXST, TPX, MSFT, GOOGL, AMZN, POOL, TDY, DIS, LOPE, FB, CCS, CSWI, KRA, RP, EOG, FCPT, POST, FIVN, PRPL, JACK, TER, GDDY, BRBR, LRCX, WD, BKNG, DBX, Z, OMF,
- Sold Out: SPWH, BFYT, AMT, EXR, WDFC, V, KLAC, GNMK, ULTA, ROST, NOVA, EXPE, DHT, VRSN, NKE, FRO, TYL, EURN, NVR, ENVA, RNG, NAT, GRUB, COG, DENN, INSW, TNK, TNP,
For the details of Lyon Street Capital, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/lyon+street+capital%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Lyon Street Capital, LLC- Stamps.com Inc (STMP) - 15,583 shares, 5.75% of the total portfolio. Shares added by 55.83%
- Franklin Covey Co (FC) - 109,789 shares, 4.72% of the total portfolio. New Position
- Magnite Inc (MGNI) - 254,300 shares, 3.41% of the total portfolio. New Position
- Northwest Pipe Co (NWPX) - 64,739 shares, 3.26% of the total portfolio. New Position
- Grand Canyon Education Inc (LOPE) - 16,572 shares, 3.01% of the total portfolio. Shares reduced by 43.83%
Lyon Street Capital, LLC initiated holding in Franklin Covey Co. The purchase prices were between $14.51 and $25.6, with an estimated average price of $20.19. The stock is now traded at around $20.12. The impact to a portfolio due to this purchase was 4.72%. The holding were 109,789 shares as of .
New Purchase: Magnite Inc (MGNI)Lyon Street Capital, LLC initiated holding in Magnite Inc. The purchase prices were between $4.15 and $8.28, with an estimated average price of $6.22. The stock is now traded at around $7.30. The impact to a portfolio due to this purchase was 3.41%. The holding were 254,300 shares as of .
New Purchase: Northwest Pipe Co (NWPX)Lyon Street Capital, LLC initiated holding in Northwest Pipe Co. The purchase prices were between $20.11 and $26.92, with an estimated average price of $23.81. The stock is now traded at around $27.51. The impact to a portfolio due to this purchase was 3.26%. The holding were 64,739 shares as of .
New Purchase: Front Yard Residential Corp (RESI)Lyon Street Capital, LLC initiated holding in Front Yard Residential Corp. The purchase prices were between $6.05 and $12.32, with an estimated average price of $9.2. The stock is now traded at around $9.59. The impact to a portfolio due to this purchase was 2.98%. The holding were 170,807 shares as of .
New Purchase: Spotify Technology SA (SPOT)Lyon Street Capital, LLC initiated holding in Spotify Technology SA. The purchase prices were between $121.44 and $267.47, with an estimated average price of $170.37. The stock is now traded at around $257.09. The impact to a portfolio due to this purchase was 2.85%. The holding were 5,500 shares as of .
New Purchase: Bandwidth Inc (BAND)Lyon Street Capital, LLC initiated holding in Bandwidth Inc. The purchase prices were between $63.61 and $129.35, with an estimated average price of $100.22. The stock is now traded at around $152.97. The impact to a portfolio due to this purchase was 2.7%. The holding were 10,600 shares as of .
Added: Stamps.com Inc (STMP)Lyon Street Capital, LLC added to a holding in Stamps.com Inc by 55.83%. The purchase prices were between $119.24 and $216.2, with an estimated average price of $170.2. The stock is now traded at around $269.00. The impact to a portfolio due to this purchase was 2.06%. The holding were 15,583 shares as of .
Sold Out: Sportsman's Warehouse Holdings Inc (SPWH)Lyon Street Capital, LLC sold out a holding in Sportsman's Warehouse Holdings Inc. The sale prices were between $5.5 and $14.25, with an estimated average price of $9.32.
Sold Out: Benefytt Technologies Inc (BFYT)Lyon Street Capital, LLC sold out a holding in Benefytt Technologies Inc. The sale prices were between $17.37 and $26.13, with an estimated average price of $21.24.
Sold Out: American Tower Corp (AMT)Lyon Street Capital, LLC sold out a holding in American Tower Corp. The sale prices were between $206.97 and $267.39, with an estimated average price of $247.05.
Sold Out: Extra Space Storage Inc (EXR)Lyon Street Capital, LLC sold out a holding in Extra Space Storage Inc. The sale prices were between $81.81 and $104.56, with an estimated average price of $93.05.
Sold Out: WD-40 Co (WDFC)Lyon Street Capital, LLC sold out a holding in WD-40 Co. The sale prices were between $154.26 and $200.85, with an estimated average price of $181.69.
Sold Out: Visa Inc (V)Lyon Street Capital, LLC sold out a holding in Visa Inc. The sale prices were between $151.85 and $200.48, with an estimated average price of $182.35.
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