Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lisanti Capital Growth, LLC (CIK 1424467) reported $396.8M across 101 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PTEN ($9.7M, 2.45%), FIVE ($9.7M, 2.45%), CRS ($8.3M, 2.08%), MOD ($8.1M, 2.04%), BTSG ($8.1M, 2.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PTEN | PATTERSON-UTI ENERGY INC | $9.7M | 2.45% | 896,470 | New |
| 2 | FIVE | FIVE BELOW INC | $9.7M | 2.45% | 42,639 | Trimmed |
| 3 | CRS | CARPENTER TECHNOLOGY CORP | $8.3M | 2.08% | 20,975 | Trimmed |
| 4 | MOD | MODINE MFG CO | $8.1M | 2.04% | 37,265 | New |
| 5 | BTSG | BRIGHTSPRING HEALTH SVCS INC | $8.1M | 2.03% | 189,455 | Added |
| 6 | MTDR | MATADOR RES CO | $7.8M | 1.96% | 123,115 | New |
| 7 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $7.8M | 1.95% | 134,730 | Trimmed |
| 8 | LGND | LIGAND PHARMACEUTICALS INC | $7.7M | 1.94% | 38,612 | Trimmed |
| 9 | AEIS | ADVANCED ENERGY INDS | $7.7M | 1.93% | 23,736 | Added |
| 10 | STRL | STERLING INFRASTRUCTURE INC | $7.2M | 1.82% | 17,741 | Added |
| 11 | GRDN | GUARDIAN PHARMACY SVCS INC | $7.1M | 1.79% | 188,150 | New |
| 12 | RBC | RBC BEARINGS INC | $6.9M | 1.74% | 12,746 | Trimmed |
| 13 | SOI | SOLARIS ENERGY INFRAS INC | $6.6M | 1.67% | 117,315 | Added |
| 14 | FN | FABRINET | $6.3M | 1.60% | 12,165 | New |
| 15 | ENSG | ENSIGN GROUP INC | $6.2M | 1.56% | 30,810 | New |
| 16 | NXT | NEXTPOWER INC | $6.0M | 1.51% | 49,625 | Trimmed |
| 17 | AMPX | AMPRIUS TECHNOLOGIES INC | $5.9M | 1.50% | 352,375 | Added |
| 18 | PL | PLANET LABS PBC | $5.9M | 1.50% | 212,425 | Added |
| 19 | DOCN | DIGITALOCEAN HLDGS INC | $5.9M | 1.50% | 69,225 | Trimmed |
| 20 | ROAD | CONSTRUCTION PARTNERS INC | $5.9M | 1.49% | 53,293 | Trimmed |
| 21 | DY | DYCOM INDS INC | $5.8M | 1.45% | 17,005 | Trimmed |
| 22 | AGX | ARGAN INC | $5.7M | 1.43% | 10,405 | New |
| 23 | IONS | IONIS PHARMACEUTICALS INC | $5.7M | 1.43% | 75,699 | Added |
| 24 | KRMN | KARMAN HLDGS INC | $5.7M | 1.43% | 71,079 | Added |
| 25 | FROG | JFROG LTD | $5.6M | 1.41% | 119,310 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31