Stock Taper

LYON STREET CAPITAL, LLC

Latest 13F filing data - Q1 2022

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Post Holdings, Inc.POST8K$554K
Walker & Dunlop, Inc.WD8K$1.03M
MGP Ingredients, Inc.MGPI8K$685K
Century Communities, Inc.CCS8.1K$434K
Fiserv, Inc.FISV9K$913K
Ameresco, Inc.AMRC9.59K$762K
Jack in the Box Inc.JACK10K$934K
BRC Group Holdings, Inc.RILY11K$770K
The Lovesac CompanyLOVE11.5K$622K
NS NATIONAL STORAGE AFFILIATESNSA12K$753K
M/I Homes, Inc.MHO12.04K$534K
Cabot Corp.CBT12.99K$888K
Builders FirstSource, Inc.BLDR13.23K$854K
Grand Canyon Education, Inc.LOPE13.5K$1.31M
Sonic Automotive, Inc.SAH14.5K$617K
OSI Systems, Inc.OSIS15.06K$1.28M
WillScot Holdings CorporationWSC16.5K$646K
InMode Ltd.INMD18.5K$683K
CarGurus, Inc.CARG20.81K$884K
Herbalife Nutrition Ltd.HLF23.13K$702K