GAGNON SECURITIES LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HZO | 261K | $6.62M |
 | RNTX | 229K | $261.85K |
 | CAKE | 227K | $12.42M |
 | KMX | 226K | $10.12M |
 | AOSL | 215K | $6.02M |
 | PTEN | 209K | $1.08M |
 | GNL | 194K | $1.58M |
 | ENSG | 183K | $31.62M |
 | EXAS | 179K | $9.82M |
 | PNTG | 142K | $3.57M |
 | CTRE | 136K | $4.71M |
 | QDEL | 122K | $3.61M |
 | CMG | 120K | $4.72M |
 | PRLB | 109K | $5.44M |
 | APPS | 82K | $523.77K |
 | GNRC | 78K | $12.98M |
 | FLG | 75K | $865.71K |
 | PSIX | 65K | $6.36M |
 | BLZE | 55K | $514.05K |
 | GNTX | 55K | $1.56M |
MarineMax, Inc.
HZO
Shares Held
261K
Value
$6.62M
Rein Therapeutics Inc.
RNTX
Shares Held
229K
Value
$261.85K
The Cheesecake Factory Incorporated
CAKE
Shares Held
227K
Value
$12.42M
CarMax, Inc.
KMX
Shares Held
226K
Value
$10.12M
Alpha and Omega Semiconductor Limited
AOSL
Shares Held
215K
Value
$6.02M
Patterson-UTI Energy, Inc.
PTEN
Shares Held
209K
Value
$1.08M
Global Net Lease, Inc.
GNL
Shares Held
194K
Value
$1.58M
The Ensign Group, Inc.
ENSG
Shares Held
183K
Value
$31.62M
Exact Sciences Corporation
EXAS
Shares Held
179K
Value
$9.82M
The Pennant Group, Inc.
PNTG
Shares Held
142K
Value
$3.57M
CareTrust REIT, Inc.
CTRE
Shares Held
136K
Value
$4.71M
QuidelOrtho Corporation
QDEL
Shares Held
122K
Value
$3.61M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
120K
Value
$4.72M
Proto Labs, Inc.
PRLB
Shares Held
109K
Value
$5.44M
Digital Turbine, Inc.
APPS
Shares Held
82K
Value
$523.77K
Generac Holdings Inc.
GNRC
Shares Held
78K
Value
$12.98M
Flagstar Financial, Inc.
FLG
Shares Held
75K
Value
$865.71K
Power Solutions International, Inc.
PSIX
Shares Held
65K
Value
$6.36M
Backblaze, Inc.
BLZE
Shares Held
55K
Value
$514.05K
Gentex Corporation
GNTX
Shares Held
55K
Value
$1.56M