U.S. Markets closed
  • S&P 500

    3,785.38
    -33.45 (-0.88%)
     
  • Dow 30

    30,775.43
    -253.88 (-0.82%)
     
  • Nasdaq

    11,028.74
    -149.16 (-1.33%)
     
  • Russell 2000

    1,707.99
    -11.38 (-0.66%)
     
  • Crude Oil

    106.01
    -3.77 (-3.43%)
     
  • Gold

    1,808.00
    -9.50 (-0.52%)
     
  • Silver

    20.19
    -0.47 (-2.29%)
     
  • EUR/USD

    1.0487
    +0.0043 (+0.4090%)
     
  • 10-Yr Bond

    2.9720
    -0.1210 (-3.91%)
     
  • Vix

    28.71
    +0.55 (+1.95%)
     
  • GBP/USD

    1.2178
    +0.0055 (+0.4567%)
     
  • USD/JPY

    135.6890
    -0.8560 (-0.6269%)
     
  • BTC-USD

    18,903.58
    -1,350.38 (-6.67%)
     
  • CMC Crypto 200

    404.82
    -26.65 (-6.18%)
     
  • FTSE 100

    7,169.28
    -143.04 (-1.96%)
     
  • Nikkei 225

    26,393.04
    -411.56 (-1.54%)
     

Lisanti Capital Growth, LLC Buys Saia Inc, Knight-Swift Transportation Holdings Inc, ...

  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
·7 min read
In this article:
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.

Investment company Lisanti Capital Growth, LLC (Current Portfolio) buys Saia Inc, Knight-Swift Transportation Holdings Inc, Cytokinetics Inc, ArcBest Corp, Inspire Medical Systems Inc, sells CommVault Systems Inc, Varonis Systems Inc, Sprout Social Inc, Acadia Healthcare Co Inc, Crocs Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Lisanti Capital Growth, LLC. As of 2021Q4, Lisanti Capital Growth, LLC owns 116 stocks with a total value of $691 million. These are the details of the buys and sells.

  • New Purchases: SAIA, KNX, CYTK, ARCB, SUPN, CCXI, SHOO, NARI, AYI, SKY, ROLL, FN, SITE, APLS, EWCZ, ASTE, CIEN, CPRI, SIBN, KNSL, IRTC, CDXS, PI, ARHS, ARWR, ARRY, ENPH,

  • Added Positions: INSP, PCRX, MXL, PLNT, SUM, TNDM, RRR, ASGN, EXTR, INST, INST, VICR, LSCC, MASI, OMCL, SITM, VCRA, PEN, IAS, FFIN, AMBA, MGY, DIOD, ONON, SOVO, RPD,

  • Reduced Positions: SPT, ACHC, CROX, GTLS, SWAV, CLH, PZZA, PLAY, TEX, YETI, JBT, MTDR, LTHM, AMN, MDB, SHYF, INMD, ALGT, TREX, BILL, OPRX, WMS, TPX, FIVE, FANG, SPSC, GXO, ASO, HUBS, UAA, BOOT, KRNT, BRLT, MEG, SNCY, BHVN, BLD, HZNP, APPS, WAL, TECH, SBNY, RGEN, PWR, MIDD, NTLA, SNV, MPWR, ENTG, DECK,

  • Sold Out: CVLT, VRNS, PYCR, ASAN, PD, FLYW, CUTR, CELH, THRM, NTNX, STAA, BLFS, AXNX, MGNI, SIMO, CRL, RVLV, SKIN, BCRX, LOVE, CRNC, FORG, MEDP, DDD, CSTL, VCEL, DT, EXP, NTRA, RH, GNRC, LEVI, CGNX, ATRC, LSPD, ESMT, SMAR, SGRY, TKNO, STLD,


For the details of Lisanti Capital Growth, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/lisanti+capital+growth%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Lisanti Capital Growth, LLC

  1. Boot Barn Holdings Inc (BOOT) - 176,778 shares, 3.15% of the total portfolio. Shares reduced by 1.3%

  2. SiTime Corp (SITM) - 64,615 shares, 2.73% of the total portfolio. Shares added by 10.60%

  3. Kornit Digital Ltd (KRNT) - 111,173 shares, 2.45% of the total portfolio. Shares reduced by 1.17%

  4. MaxLinear Inc (MXL) - 214,305 shares, 2.34% of the total portfolio. Shares added by 49.13%

  5. Inspire Medical Systems Inc (INSP) - 69,085 shares, 2.30% of the total portfolio. Shares added by 132.41%

New Purchase: Saia Inc (SAIA)

Lisanti Capital Growth, LLC initiated holding in Saia Inc. The purchase prices were between $234.38 and $364.45, with an estimated average price of $312.13. The stock is now traded at around $291.000000. The impact to a portfolio due to this purchase was 2.01%. The holding were 41,140 shares as of 2021-12-31.

New Purchase: Knight-Swift Transportation Holdings Inc (KNX)

Lisanti Capital Growth, LLC initiated holding in Knight-Swift Transportation Holdings Inc. The purchase prices were between $47.42 and $61.65, with an estimated average price of $56.77. The stock is now traded at around $56.740000. The impact to a portfolio due to this purchase was 1.75%. The holding were 197,915 shares as of 2021-12-31.

New Purchase: Cytokinetics Inc (CYTK)

Lisanti Capital Growth, LLC initiated holding in Cytokinetics Inc. The purchase prices were between $34.35 and $46.38, with an estimated average price of $38.74. The stock is now traded at around $32.090000. The impact to a portfolio due to this purchase was 1.44%. The holding were 218,860 shares as of 2021-12-31.

New Purchase: ArcBest Corp (ARCB)

Lisanti Capital Growth, LLC initiated holding in ArcBest Corp. The purchase prices were between $82.13 and $121.82, with an estimated average price of $102.32. The stock is now traded at around $92.840000. The impact to a portfolio due to this purchase was 1.33%. The holding were 76,410 shares as of 2021-12-31.

New Purchase: Supernus Pharmaceuticals Inc (SUPN)

Lisanti Capital Growth, LLC initiated holding in Supernus Pharmaceuticals Inc. The purchase prices were between $26.37 and $34.22, with an estimated average price of $30.42. The stock is now traded at around $30.090000. The impact to a portfolio due to this purchase was 1.28%. The holding were 304,455 shares as of 2021-12-31.

New Purchase: ChemoCentryx Inc (CCXI)

Lisanti Capital Growth, LLC initiated holding in ChemoCentryx Inc. The purchase prices were between $18.51 and $40.5, with an estimated average price of $35.46. The stock is now traded at around $27.160000. The impact to a portfolio due to this purchase was 1.22%. The holding were 231,035 shares as of 2021-12-31.

Added: Inspire Medical Systems Inc (INSP)

Lisanti Capital Growth, LLC added to a holding in Inspire Medical Systems Inc by 132.41%. The purchase prices were between $207.57 and $280.17, with an estimated average price of $244.16. The stock is now traded at around $213.120000. The impact to a portfolio due to this purchase was 1.31%. The holding were 69,085 shares as of 2021-12-31.

Added: Pacira BioSciences Inc (PCRX)

Lisanti Capital Growth, LLC added to a holding in Pacira BioSciences Inc by 288.36%. The purchase prices were between $47.97 and $62.21, with an estimated average price of $55.2. The stock is now traded at around $63.000000. The impact to a portfolio due to this purchase was 0.8%. The holding were 123,985 shares as of 2021-12-31.

Added: MaxLinear Inc (MXL)

Lisanti Capital Growth, LLC added to a holding in MaxLinear Inc by 49.13%. The purchase prices were between $46.71 and $77.07, with an estimated average price of $64.47. The stock is now traded at around $60.260000. The impact to a portfolio due to this purchase was 0.77%. The holding were 214,305 shares as of 2021-12-31.

Added: Planet Fitness Inc (PLNT)

Lisanti Capital Growth, LLC added to a holding in Planet Fitness Inc by 175.70%. The purchase prices were between $77.1 and $95.91, with an estimated average price of $85.52. The stock is now traded at around $85.560000. The impact to a portfolio due to this purchase was 0.73%. The holding were 88,115 shares as of 2021-12-31.

Added: Summit Materials Inc (SUM)

Lisanti Capital Growth, LLC added to a holding in Summit Materials Inc by 64.19%. The purchase prices were between $31.24 and $41.21, with an estimated average price of $37.38. The stock is now traded at around $34.360000. The impact to a portfolio due to this purchase was 0.63%. The holding were 274,745 shares as of 2021-12-31.

Added: Tandem Diabetes Care Inc (TNDM)

Lisanti Capital Growth, LLC added to a holding in Tandem Diabetes Care Inc by 42.72%. The purchase prices were between $118.18 and $153.21, with an estimated average price of $135.42. The stock is now traded at around $116.190000. The impact to a portfolio due to this purchase was 0.49%. The holding were 75,500 shares as of 2021-12-31.

Sold Out: CommVault Systems Inc (CVLT)

Lisanti Capital Growth, LLC sold out a holding in CommVault Systems Inc. The sale prices were between $61.01 and $76.82, with an estimated average price of $68.04.

Sold Out: Varonis Systems Inc (VRNS)

Lisanti Capital Growth, LLC sold out a holding in Varonis Systems Inc. The sale prices were between $45.99 and $66.2, with an estimated average price of $56.69.

Sold Out: Paycor HCM Inc (PYCR)

Lisanti Capital Growth, LLC sold out a holding in Paycor HCM Inc. The sale prices were between $26.84 and $35.97, with an estimated average price of $31.45.

Sold Out: Asana Inc (ASAN)

Lisanti Capital Growth, LLC sold out a holding in Asana Inc. The sale prices were between $64.2 and $142.68, with an estimated average price of $105.54.

Sold Out: PagerDuty Inc (PD)

Lisanti Capital Growth, LLC sold out a holding in PagerDuty Inc. The sale prices were between $30.98 and $43.51, with an estimated average price of $38.57.

Sold Out: Flywire Corp (FLYW)

Lisanti Capital Growth, LLC sold out a holding in Flywire Corp. The sale prices were between $33.07 and $53.96, with an estimated average price of $42.61.



Here is the complete portfolio of Lisanti Capital Growth, LLC. Also check out:

1. Lisanti Capital Growth, LLC's Undervalued Stocks

2. Lisanti Capital Growth, LLC's Top Growth Companies, and

3. Lisanti Capital Growth, LLC's High Yield stocks

4. Stocks that Lisanti Capital Growth, LLC keeps buyingThis article first appeared on GuruFocus.