- New Purchases: GNRC, PRTS, CRL, FISV, PYPL, AAPL, SQ, NVR, TPB, BXC, UPLD, NVDA, LGIH, CVCO, MHO, ENPH, AMD, PFSI, BLDR, EHTH, ENVA, ROCK, IIPR, TYL, TNDM, NHF,
- Added Positions: AMZN, PRPL, RP, MSFT, UCTT,
- Reduced Positions: STMP, SPOT, BAND, COOP, JACK, OMF, CROX, NREF, CCS, LOPE, EVRI, LRCX, GDOT, PINS, MCFT, RAMP, WD, TPX, UPWK, GDDY, GOOGL, FB, TDY, POOL,
- Sold Out: FC, MGNI, NWPX, RESI, JCAP, DBX, GLUU, NTUS, BRBR, ZIXI, C, POST, QADA, NXRT, LUV, BEAT, NXST, GCO, OSPN, PDFS, KRA, BKNG, FTDR, TER, CSWI, HCCI, APA, FCPT, FIVN, LIVX, DIS, EOG, XOP, XLE, Z,
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) - 5,750 shares, 4.12% of the total portfolio. Shares reduced by 63.1%
- Microsoft Corp (MSFT) - 5,441 shares, 3.41% of the total portfolio. Shares added by 4.33%
- Generac Holdings Inc (GNRC) - 5,900 shares, 3.40% of the total portfolio. New Position
- Purple Innovation Inc (PRPL) - 45,000 shares, 3.33% of the total portfolio. Shares added by 50.00%
- CarParts.com Inc (PRTS) - 100,000 shares, 3.22% of the total portfolio. New Position
Lyon Street Capital, LLC initiated holding in Generac Holdings Inc. The purchase prices were between $121.09 and $193.64, with an estimated average price of $164.15. The stock is now traded at around $222.97. The impact to a portfolio due to this purchase was 3.4%. The holding were 5,900 shares as of .
New Purchase: CarParts.com Inc (PRTS)Lyon Street Capital, LLC initiated holding in CarParts.com Inc. The purchase prices were between $8.74 and $15.25, with an estimated average price of $12.16. The stock is now traded at around $13.74. The impact to a portfolio due to this purchase was 3.22%. The holding were 100,000 shares as of .
New Purchase: Charles River Laboratories International Inc (CRL)Lyon Street Capital, LLC initiated holding in Charles River Laboratories International Inc. The purchase prices were between $175.56 and $226.45, with an estimated average price of $207.02. The stock is now traded at around $232.54. The impact to a portfolio due to this purchase was 2.86%. The holding were 4,250 shares as of .
New Purchase: Fiserv Inc (FISV)Lyon Street Capital, LLC initiated holding in Fiserv Inc. The purchase prices were between $93.06 and $104.07, with an estimated average price of $99.57. The stock is now traded at around $113.07. The impact to a portfolio due to this purchase was 2.82%. The holding were 9,200 shares as of .
New Purchase: PayPal Holdings Inc (PYPL)Lyon Street Capital, LLC initiated holding in PayPal Holdings Inc. The purchase prices were between $169.81 and $210.82, with an estimated average price of $188.22. The stock is now traded at around $192.67. The impact to a portfolio due to this purchase was 2.49%. The holding were 4,250 shares as of .
New Purchase: Apple Inc (AAPL)Lyon Street Capital, LLC initiated holding in Apple Inc. The purchase prices were between $91.03 and $134.18, with an estimated average price of $109.02. The stock is now traded at around $117.34. The impact to a portfolio due to this purchase was 2.24%. The holding were 6,500 shares as of .
Added: Amazon.com Inc (AMZN)Lyon Street Capital, LLC added to a holding in Amazon.com Inc by 92.09%. The purchase prices were between $2878.7 and $3531.45, with an estimated average price of $3151.21. The stock is now traded at around $3099.40. The impact to a portfolio due to this purchase was 1.2%. The holding were 267 shares as of .
Added: Purple Innovation Inc (PRPL)Lyon Street Capital, LLC added to a holding in Purple Innovation Inc by 50.00%. The purchase prices were between $17.28 and $26.16, with an estimated average price of $21.18. The stock is now traded at around $30.59. The impact to a portfolio due to this purchase was 1.11%. The holding were 45,000 shares as of .
Added: RealPage Inc (RP)Lyon Street Capital, LLC added to a holding in RealPage Inc by 95.09%. The purchase prices were between $55.69 and $67.52, with an estimated average price of $61.83. The stock is now traded at around $65.24. The impact to a portfolio due to this purchase was 0.58%. The holding were 6,992 shares as of .
Sold Out: Franklin Covey Co (FC)Lyon Street Capital, LLC sold out a holding in Franklin Covey Co. The sale prices were between $17.14 and $21.77, with an estimated average price of $19.24.
Sold Out: Magnite Inc (MGNI)Lyon Street Capital, LLC sold out a holding in Magnite Inc. The sale prices were between $5.67 and $7.88, with an estimated average price of $6.69.
Sold Out: Northwest Pipe Co (NWPX)Lyon Street Capital, LLC sold out a holding in Northwest Pipe Co. The sale prices were between $22.88 and $29.19, with an estimated average price of $26.46.
Sold Out: Front Yard Residential Corp (RESI)Lyon Street Capital, LLC sold out a holding in Front Yard Residential Corp. The sale prices were between $8.21 and $10.14, with an estimated average price of $9.09.
Sold Out: Jernigan Capital Inc (JCAP)Lyon Street Capital, LLC sold out a holding in Jernigan Capital Inc. The sale prices were between $12.92 and $17.41, with an estimated average price of $16.
Sold Out: Dropbox Inc (DBX)Lyon Street Capital, LLC sold out a holding in Dropbox Inc. The sale prices were between $18.78 and $23.27, with an estimated average price of $20.82.
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