LYON STREET CAPITAL, LLC Information

275 SACRAMENTO STREET, 8TH FLOOR, San Francisco, California, 94111, (415) 418-2211

Report Date: 12/31/2013

Position Statistics

Total Positions 46
New Positions 3
Increased Positions 24
Decreased Positions 18
Positions with Activity 42
Sold Out Positions 8
Total Mkt Value (in $ millions) 199

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 7.29%
Capital Goods
Conglomerates
Consumer Cyclical 3.76%
Consumer/Non-Cyclical 12.44%
Energy
Financial 6.77%
Healthcare 11.42%
Services 20.21%
Technology 36.59%
Transportation 1.53%
Utilities

46 Positions as of 12/31/2013

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
GREEN DOT CORP CL A 13,493 3,810 39.36 708,291
LEAPFROG ENTERPRISES INC CL A -272 Sold Out 0
TILLYS INC CL A 4,644 423 10.02 411,672
WET SEAL INC CL A -1,174 Sold Out 0
BARRETT BUSINESS SERVICES INC COM 2,317 2,317 New 40,645
BAUER PERFORMANCE SPORTS LTD COM 3 New 200
CALAMP CORP COM 12,067 -4,477 (27.06) 510,015
CARTER'S, INC. COM -4,285 Sold Out 0
CENTRAL GARDEN & PET CO COM -1,506 Sold Out 0
CONTANGO ORE INC COM 34 New 2,641
CUTERA INC COM 5,617 -4,091 (42.14) 508,310
EXAR CORP COM 6,538 5 .07 591,096
EXTREME NETWORKS INC COM 6,427 85 1.34 1,137,498
GRACE W R & CO DEL NEW COM 2,328 New 24,105
GRAND CANYON ED INC COM 6,685 182 2.79 148,930
GSI TECHNOLOGY COM 4,059 -1,481 (26.74) 606,664
INTERACTIVE INTELLIGENCE GROUP COM 2,699 -1,827 (40.37) 40,200
INTERMOLECULAR INC COM -1,785 Sold Out 0
INVENTURE FOODS INC COM 11,860 -577 (4.64) 928,767
LIFELOCK INC COM -227 Sold Out 0


Latest News Headlines

View All
Create your free portfolio