Lyon Street Capital

Latest statistics and disclosures from Lyon Street Capital's latest quarterly 13F-HR filing:

Portfolio Holdings for Lyon Street Capital

Companies in the Lyon Street Capital portfolio as of the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Purple Innovatio 4.11 277440 NEW 8.71
Grand Canyon Education (LOPE) 3.59 22000 +10% 95.77
eHealth (EHTH) 3.44 21000 96.10
Sportsmans Whse Hldgs 3.02 220588 +29% 8.03
Frontdoor Inc 2.83 35000 NEW 47.43
Dropbox Inc-class A 2.71 89000 17.91
RealPage (RP) 2.56 28000 +27% 53.75
Csw Industrials 2.56 19500 +6% 77.03
Natus Medical (BABY) 2.53 45000 +17% 33.00
Biotelemetry 2.44 31013 +24% 46.30
Ultra Clean Holdings (UCTT) 2.36 59000 -30% 23.47
Alphabet Inc Class A cs 2.28 1000 1339.00
Cubic Corporation (CUB) 2.27 21000 +31% 63.57
Post Holdings Inc Common 2.23 12000 NEW 109.08
Eldorado Resorts 2.23 22000 -20% 59.64
Mastercraft Boat Holdings Inc 2.23 83204 +26% 15.74
Microsoft Corporation (MSFT) 2.15 8000 -6% 157.75
WD-40 Company (WDFC) 2.15 6500 -18% 194.15
Boot Barn Hldgs 2.12 28000 -9% 44.54
Charles Schwab Corporation (SCHW) 2.11 26000 NEW 47.58
Facebook Inc cl a 2.10 6000 205.33
Nexpoint Residential Tr 2.07 26991 +83% 45.02
Bellring Brands Cl A Ord 1.99 55000 NEW 21.29
Tempur-Pedic International (TPX) 1.93 13000 -7% 87.08
Century Communities 1.91 41000 NEW 27.34
Amazon (AMZN) 1.89 601 1848.59
Upland Software 1.88 31000 -22% 35.71
Simply Good Foods Co 1.85 38000 NEW 28.55
Deckers Outdoor Corporation (DECK) 1.77 6142 NEW 168.84
Walker & Dunlop (WD) 1.76 16022 NEW 64.66
Columbia Sportswear Company (COLM) 1.71 10000 NEW 100.20
Express (EXPR) 1.56 188130 +138% 4.87
Zillow Group Inc Cl C Cap Stk stock 1.56 20000 NEW 45.95
Tactile Systems Technology, In 1.49 13000 +30% 67.54
Seaboard Corporation (SEB) 1.45 200 -24% 4250.00
Ringcentral 1.44 5000 -44% 168.60
Five9 1.35 12061 -41% 65.58
QuinStreet (QNST) 1.28 49080 -62% 15.30
Clearwater Paper (CLW) 1.27 34862 NEW 21.37
PDF Solutions (PDFS) 1.23 42794 NEW 16.89
Tyler Technologies (TYL) 1.17 2300 300.00
Montage Res Corp Com stock 1.15 85000 -38% 7.94
Infinera (INFN) 1.08 80000 -49% 7.94
Nordic American Tanker Shippin 1.01 120917 NEW 4.92
Calix (CALX) 0.99 72500 -52% 8.00
Teekay Tankers Ltd cl a added 0.97 23686 NEW 23.98
Dht Holdings 0.95 67174 NEW 8.28
Clean Energy Fuels (CLNE) 0.92 230923 -52% 2.34
Liberty Oilfield Services -a 0.92 48350 -3% 11.13
International Seaways 0.91 17973 NEW 29.77
Stitch Fix Inc 0.87 20000 NEW 25.65
Euronav Sa 0.86 40334 NEW 12.55
Green Dot Corporation (GDOT) 0.80 20032 NEW 23.31
Century Aluminum Company (CENX) 0.78 61169 -56% 7.52
Covia Hldgs Corp 0.64 183032 -55% 2.04
Chico's FAS (CHS) 0.59 90496 -45% 3.81

Past Filings by Lyon Street Capital

View past SEC 13F filings by Lyon Street Capital

View all filings