Stock Taper 
LISANTI CAPITAL GROWTH, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Modine Manufacturing Company | MOD | 23.98K | $6.4M |
 UL Solutions Inc. | ULS | 25.11K | $2.56M |
 Enova International, Inc. | ENVA | 27.66K | $6.66M |
 Allient Inc. | ALNT | 30.89K | $3.18M |
 Semtech Corporation | SMTC | 33.63K | $5.44M |
 Construction Partners, Inc. | ROAD | 33.65K | $4M |
 Cardinal Infrastructure Group Inc. | CDNL | 33.69K | $3.17M |
 StoneX Group Inc. | SNEX | 34.68K | $4.11M |
 Power Integrations, Inc. | POWI | 34.79K | $2.91M |
 Madison Air Solutions Corporation | MAIR | 35.02K | $1.37M |
 Lattice Semiconductor Corporation | LSCC | 36.37K | $5.56M |
 Agilysys, Inc. | AGYS | 37.13K | $3.88M |
 Graham Corporation | GHM | 39.01K | $4.83M |
 FormFactor, Inc. | FORM | 41.43K | $6.63M |
 Mercury Systems, Inc. | MRCY | 41.45K | $5.07M |
 Palvella Therapeutics, Inc. | PVLA | 42.98K | $6.57M |
 Ultra Clean Holdings, Inc. | UCTT | 46.28K | $6.6M |
 Universal Technical Institute, Inc. | UTI | 46.72K | $2M |
 Terex Corporation | TEX | 48.02K | $3.48M |
 Commvault Systems, Inc. | CVLT | 49.64K | $7.04M |