Lyon Street Capital, LLC Buys Franklin Covey Co, Magnite Inc, Northwest Pipe Co, Sells NexPoint Residential Trust Inc, Nexstar Media Group Inc, Sportsman's Warehouse Holdings Inc

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San Francisco, CA, based Investment company Lyon Street Capital, LLC (Current Portfolio) buys Franklin Covey Co, Magnite Inc, Northwest Pipe Co, Front Yard Residential Corp, Spotify Technology SA, sells NexPoint Residential Trust Inc, Nexstar Media Group Inc, Sportsman's Warehouse Holdings Inc, Tempur Sealy International Inc, Benefytt Technologies Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Lyon Street Capital, LLC. As of 2020Q2, Lyon Street Capital, LLC owns 64 stocks with a total value of $50 million. These are the details of the buys and sells.

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
  1. Stamps.com Inc (STMP) - 15,583 shares, 5.75% of the total portfolio. Shares added by 55.83%
  2. Franklin Covey Co (FC) - 109,789 shares, 4.72% of the total portfolio. New Position
  3. Magnite Inc (MGNI) - 254,300 shares, 3.41% of the total portfolio. New Position
  4. Northwest Pipe Co (NWPX) - 64,739 shares, 3.26% of the total portfolio. New Position
  5. Grand Canyon Education Inc (LOPE) - 16,572 shares, 3.01% of the total portfolio. Shares reduced by 43.83%
New Purchase: Franklin Covey Co (FC)

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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