Lyon Street Capital as of Dec. 31, 2019
Portfolio Holdings for Lyon Street Capital
Lyon Street Capital holds 56 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Purple Innovatio (PRPL) | 4.1 | $2.4M | 277k | 8.71 | |
| Grand Canyon Education (LOPE) | 3.6 | $2.1M | 22k | 95.77 | |
| eHealth (EHTH) | 3.4 | $2.0M | 21k | 96.10 | |
| Sportsmans Whse Hldgs (SPWH) | 3.0 | $1.8M | 221k | 8.03 | |
| Frontdoor (FTDR) | 2.8 | $1.7M | 35k | 47.43 | |
| Dropbox Inc-class A (DBX) | 2.7 | $1.6M | 89k | 17.91 | |
| RealPage | 2.6 | $1.5M | 28k | 53.75 | |
| Csw Industrials (CSWI) | 2.6 | $1.5M | 20k | 77.03 | |
| Natus Medical | 2.5 | $1.5M | 45k | 33.00 | |
| Biotelemetry | 2.4 | $1.4M | 31k | 46.30 | |
| Ultra Clean Holdings (UCTT) | 2.4 | $1.4M | 59k | 23.47 | |
| Alphabet Inc Class A cs (GOOGL) | 2.3 | $1.3M | 1.0k | 1339.00 | |
| Cubic Corporation | 2.3 | $1.3M | 21k | 63.57 | |
| Post Holdings Inc Common (POST) | 2.2 | $1.3M | 12k | 109.08 | |
| Eldorado Resorts | 2.2 | $1.3M | 22k | 59.64 | |
| Mastercraft Boat Holdings (MCFT) | 2.2 | $1.3M | 83k | 15.74 | |
| Microsoft Corporation (MSFT) | 2.1 | $1.3M | 8.0k | 157.75 | |
| WD-40 Company (WDFC) | 2.1 | $1.3M | 6.5k | 194.15 | |
| Boot Barn Hldgs (BOOT) | 2.1 | $1.2M | 28k | 44.54 | |
| Charles Schwab Corporation (SCHW) | 2.1 | $1.2M | 26k | 47.58 | |
| Facebook Inc cl a (META) | 2.1 | $1.2M | 6.0k | 205.33 | |
| Nexpoint Residential Tr (NXRT) | 2.1 | $1.2M | 27k | 45.02 | |
| Bellring Brands Cl A Ord | 2.0 | $1.2M | 55k | 21.29 | |
| Tempur-Pedic International (TPX) | 1.9 | $1.1M | 13k | 87.08 | |
| Century Communities (CCS) | 1.9 | $1.1M | 41k | 27.34 | |
| Amazon (AMZN) | 1.9 | $1.1M | 601.00 | 1848.59 | |
| Upland Software (UPLD) | 1.9 | $1.1M | 31k | 35.71 | |
| Simply Good Foods (SMPL) | 1.9 | $1.1M | 38k | 28.55 | |
| Deckers Outdoor Corporation (DECK) | 1.8 | $1.0M | 6.1k | 168.84 | |
| Walker & Dunlop (WD) | 1.8 | $1.0M | 16k | 64.66 | |
| Columbia Sportswear Company (COLM) | 1.7 | $1.0M | 10k | 100.20 | |
| Express | 1.6 | $916k | 188k | 4.87 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 1.6 | $919k | 20k | 45.95 | |
| Tactile Systems Technology, In (TCMD) | 1.5 | $878k | 13k | 67.54 | |
| Seaboard Corporation (SEB) | 1.4 | $850k | 200.00 | 4250.00 | |
| Ringcentral (RNG) | 1.4 | $843k | 5.0k | 168.60 | |
| Five9 (FIVN) | 1.4 | $791k | 12k | 65.58 | |
| QuinStreet (QNST) | 1.3 | $751k | 49k | 15.30 | |
| Clearwater Paper (CLW) | 1.3 | $745k | 35k | 21.37 | |
| PDF Solutions (PDFS) | 1.2 | $723k | 43k | 16.89 | |
| Tyler Technologies (TYL) | 1.2 | $690k | 2.3k | 300.00 | |
| Montage Res Corp | 1.1 | $675k | 85k | 7.94 | |
| Infinera (INFN) | 1.1 | $635k | 80k | 7.94 | |
| Nordic American Tanker Shippin (NAT) | 1.0 | $595k | 121k | 4.92 | |
| Calix (CALX) | 1.0 | $580k | 73k | 8.00 | |
| Teekay Tankers Ltd cl a (TNK) | 1.0 | $568k | 24k | 23.98 | |
| Dht Holdings (DHT) | 0.9 | $556k | 67k | 8.28 | |
| Clean Energy Fuels (CLNE) | 0.9 | $540k | 231k | 2.34 | |
| Liberty Oilfield Services -a (LBRT) | 0.9 | $538k | 48k | 11.13 | |
| International Seaways (INSW) | 0.9 | $535k | 18k | 29.77 | |
| Stitch Fix (SFIX) | 0.9 | $513k | 20k | 25.65 | |
| Euronav Sa (EURN) | 0.9 | $506k | 40k | 12.55 | |
| Green Dot Corporation (GDOT) | 0.8 | $467k | 20k | 23.31 | |
| Century Aluminum Company (CENX) | 0.8 | $460k | 61k | 7.52 | |
| Covia Hldgs Corp | 0.6 | $373k | 183k | 2.04 | |
| Chico's FAS | 0.6 | $345k | 91k | 3.81 |
