Stock Taper 
LYON STREET CAPITAL, LLC
Latest 13F filing data - Q1 2022
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cabot Corp. | CBT | 12.99K | $888K |
 M/I Homes, Inc. | MHO | 12.04K | $534K |
| NS NATIONAL STORAGE AFFILIATES | NSA | 12K | $753K |
 The Lovesac Company | LOVE | 11.5K | $622K |
 BRC Group Holdings, Inc. | RILY | 11K | $770K |
 Jack in the Box Inc. | JACK | 10K | $934K |
 Ameresco, Inc. | AMRC | 9.59K | $762K |
 Fiserv, Inc. | FISV | 9K | $913K |
 Century Communities, Inc. | CCS | 8.1K | $434K |
 MGP Ingredients, Inc. | MGPI | 8K | $685K |
 Walker & Dunlop, Inc. | WD | 8K | $1.03M |
 Post Holdings, Inc. | POST | 8K | $554K |
 NexPoint Residential Trust, Inc. | NXRT | 7.5K | $677K |
 Capri Holdings Limited | CPRI | 7K | $360K |
 Apple Inc. | AAPL | 7K | $1.22M |
 Caesars Entertainment, Inc. | CZR | 6.5K | $503K |
 BlueLinx Holdings Inc. | BXC | 6K | $431K |
 Crown Holdings, Inc. | CCK | 6K | $751K |
| VS VICTORIAS SECRET AND CO | VSCO | 6K | $308K |
 Diamondback Energy, Inc. | FANG | 6K | $822K |