Lisanti Capital Growth, LLC Top Holdings and 13F Report (2026)

About Lisanti Capital Growth, LLC

Investment Activity

Lisanti Capital Growth, LLC has $396.84 million in total holdings as of March 31, 2026.
Lisanti Capital Growth, LLC owns shares of 103 different stocks, but just 60 companies or ETFs make up 80% of its holdings.
Approximately 48.04% of the portfolio was purchased this quarter.
About 59.06% of the portfolio was sold this quarter.
This quarter, Lisanti Capital Growth, LLC has purchased 110 new stocks and bought additional shares in 21 stocks.
Lisanti Capital Growth, LLC sold shares of 38 stocks and completely divested from 51 stocks this quarter.

Largest Holdings

Five Below: $9,742,159
Patterson-UTI Energy: $9,708,770
Carpenter Technology: $8,267,296
Modine Manufacturing: $8,075,698
BRIGHTSPRING HEALTH SVCS INC: $8,072,678

Largest New Holdings this Quarter

703481101 - Patterson-UTI Energy: $9,708,770 Holding
607828100 - Modine Manufacturing: $8,075,698 Holding
576485205 - Matador Resources: $7,778,406 Holding
40145W101 - GUARDIAN PHARMACY SVCS INC: $7,085,729 Holding
G3323L100 - Fabrinet: $6,344,291 Holding

Largest Purchases this Quarter

Patterson-UTI Energy: 896,470 shares (about $9.71M)
Modine Manufacturing: 37,265 shares (about $8.08M)
Matador Resources: 123,115 shares (about $7.78M)
GUARDIAN PHARMACY SVCS INC: 188,150 shares (about $7.09M)
Fabrinet: 12,165 shares (about $6.34M)

Largest Sales this Quarter

Lumentum: 11,865 shares (about $8.34M)
SiTime: 10,920 shares (about $3.77M)
JBT MAREL CORPORATION: 28,765 shares (about $3.68M)
Wayfair: 45,175 shares (about $3.40M)
Boot Barn: 22,795 shares (about $3.34M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
FIVE Five Below	$9,742,159	$275,318 â–¼	-2.7%	42,639	2.5%	Retail/Wholesale
PTEN Patterson-UTI Energy	$9,708,770	$9,708,770 â–²	New Holding	896,470	2.4%	Energy
CRS Carpenter Technology	$8,267,296	$3,015,247 â–¼	-26.7%	20,975	2.1%	Basic Materials
MOD Modine Manufacturing	$8,075,698	$8,075,698 â–²	New Holding	37,265	2.0%	Auto/Tires/Trucks
BRIGHTSPRING HEALTH SVCS INC	$8,072,678	$1,587,649 â–²	24.5%	189,455	2.0%	COM
MTDR Matador Resources	$7,778,406	$7,778,406 â–²	New Holding	123,115	2.0%	Energy
KNX Knight-Swift Transportation	$7,757,753	$539,525 â–¼	-6.5%	134,730	2.0%	Transportation
LGND Ligand Pharmaceuticals	$7,708,886	$1,024,205 â–¼	-11.7%	38,612	1.9%	Medical
AEIS Advanced Energy Industries	$7,659,845	$1,121,417 â–²	17.2%	23,736	1.9%	Computer and Technology
STRL Sterling Infrastructure	$7,225,377	$3,412,923 â–²	89.5%	17,741	1.8%	Construction
GUARDIAN PHARMACY SVCS INC	$7,085,729	$7,085,729 â–²	New Holding	188,150	1.8%	CL A
RBC RBC Bearings	$6,922,608	$24,440 â–¼	-0.4%	12,746	1.7%	Industrials
SOLARIS ENERGY INFRAS INC	$6,629,471	$1,889,129 â–²	39.9%	117,315	1.7%	COM CL A
FN Fabrinet	$6,344,291	$6,344,291 â–²	New Holding	12,165	1.6%	Computer and Technology
ENSG The Ensign Group	$6,208,215	$6,208,215 â–²	New Holding	30,810	1.6%	Medical
NXT Nextpower	$5,982,294	$1,995,103 â–¼	-25.0%	49,625	1.5%	Energy
AMPX Amprius Technologies	$5,941,043	$2,587,757 â–²	77.2%	352,375	1.5%	Business Services
DIGITALOCEAN HLDGS INC	$5,938,121	$644,208 â–¼	-9.8%	69,225	1.5%	COM
PL Planet Labs PBC	$5,937,279	$3,001,690 â–²	102.3%	212,425	1.5%	Computer and Technology
ROAD Construction Partners	$5,921,918	$463,370 â–¼	-7.3%	53,293	1.5%	Construction
DY Dycom Industries	$5,761,634	$1,197,729 â–¼	-17.2%	17,005	1.5%	Construction
KARMAN HLDGS INC	$5,689,874	$296,986 â–²	5.5%	71,079	1.4%	COMMON STOCK
IONS Ionis Pharmaceuticals	$5,684,238	$3,222,112 â–²	130.9%	75,699	1.4%	Medical
AGX Argan	$5,667,083	$5,667,083 â–²	New Holding	10,405	1.4%	Construction
FROG JFrog	$5,599,218	$1,177,145 â–¼	-17.4%	119,310	1.4%	Computer and Technology
LASR nLight	$5,562,757	$366,068 â–¼	-6.2%	97,558	1.4%	Computer and Technology
LSCC Lattice Semiconductor	$5,529,424	$5,529,424 â–²	New Holding	59,610	1.4%	Computer and Technology
KLAVIYO INC	$5,470,595	$2,003,991 â–²	57.8%	281,120	1.4%	COM SER A
VSEC VSE	$5,378,764	$1,132,216 â–¼	-17.4%	29,169	1.4%	Construction
MKSI MKS	$5,316,654	$5,316,654 â–²	New Holding	23,135	1.3%	Computer and Technology
KTOS Kratos Defense & Security Solutions	$5,234,310	$841,537 â–²	19.2%	74,235	1.3%	Aerospace
PALVELLA THERAPEUTICS INC NE	$5,166,119	$3,116 â–¼	-0.1%	41,445	1.3%	COM
EYE National Vision	$5,101,083	$2,849 â–¼	-0.1%	196,953	1.3%	Consumer Staples
MTZ MasTec	$4,849,587	$24,130 â–²	0.5%	15,073	1.2%	Construction
KRYS Krystal Biotech	$4,782,795	$4,782,795 â–²	New Holding	18,515	1.2%	Medical
TTMI TTM Technologies	$4,523,698	$2,132,232 â–¼	-32.0%	46,435	1.1%	Computer and Technology
WAYSTAR HLDG CORP	$4,511,704	$4,153,188 â–²	1,158.4%	187,130	1.1%	COM
SITE SiteOne Landscape Supply	$4,463,844	$3,353,041 â–²	301.9%	33,535	1.1%	Industrials
APOGEE THERAPEUTICS INC	$4,398,724	$4,398,724 â–²	New Holding	52,260	1.1%	COM
OLLI Ollie's Bargain Outlet	$4,377,883	$3,661,352 â–²	511.0%	47,565	1.1%	Consumer Staples
ADTN ADTRAN	$4,239,020	$4,239,020 â–²	New Holding	336,965	1.1%	Business Services
SITM SiTime	$4,121,407	$3,771,222 â–¼	-47.8%	11,934	1.0%	Computer and Technology
ONTO Onto Innovation	$4,110,628	$4,110,628 â–²	New Holding	20,045	1.0%	Computer and Technology
CAVA CAVA Group	$4,086,259	$4,086,259 â–²	New Holding	50,510	1.0%	Retail/Wholesale
MRCY Mercury Systems	$3,905,424	$2,967,437 â–¼	-43.2%	53,565	1.0%	Aerospace
PUMP ProPetro	$3,853,090	$3,853,090 â–²	New Holding	267,390	1.0%	Energy
AXSM Axsome Therapeutics	$3,731,117	$3,731,117 â–²	New Holding	22,075	0.9%	Medical
UCTT Ultra Clean	$3,720,540	$3,720,540 â–²	New Holding	59,835	0.9%	Computer and Technology
MGNI Magnite	$3,676,147	$3,676,147 â–²	New Holding	309,440	0.9%	Computer and Technology
MIRM Mirum Pharmaceuticals	$3,603,282	$3,603,282 â–²	New Holding	39,005	0.9%	Medical
HALO Halozyme Therapeutics	$3,518,780	$3,518,780 â–²	New Holding	54,445	0.9%	Medical
ENVA Enova International	$3,509,847	$2,298,243 â–¼	-39.6%	25,840	0.9%	Finance
AXGN AxoGen	$3,390,027	$226,940 â–¼	-6.3%	102,325	0.9%	Medical
FCFS FirstCash	$3,189,420	$3,189,420 â–²	New Holding	16,965	0.8%	Business Services
TNDM Tandem Diabetes Care	$3,169,280	$1,870,225 â–¼	-37.1%	165,325	0.8%	Medical
FRPT Freshpet	$3,132,250	$3,132,250 â–²	New Holding	53,125	0.8%	Consumer Staples
HEARTFLOW INC	$3,012,176	$1,946,790 â–²	182.7%	123,805	0.8%	COM
UTI Universal Technical Institute	$2,965,254	$2,965,254 â–²	New Holding	82,140	0.7%	Consumer Discretionary
TARS Tarsus Pharmaceuticals	$2,933,322	$1,580,199 â–¼	-35.0%	41,815	0.7%	Medical
POWL Powell Industries	$2,921,832	$2,921,832 â–²	New Holding	5,400	0.7%	Industrials
PATK Patrick Industries	$2,845,613	$1,249,648 â–²	78.3%	25,620	0.7%	Construction
FORM FormFactor	$2,842,292	$2,842,292 â–²	New Holding	29,305	0.7%	Computer and Technology
SIMO Silicon Motion Technology	$2,839,253	$2,839,253 â–²	New Holding	25,285	0.7%	Computer and Technology
ATRO Astronics	$2,723,919	$1,504,762 â–²	123.4%	40,820	0.7%	Aerospace
PDFS PDF Solutions	$2,661,449	$790,764 â–¼	-22.9%	81,365	0.7%	Computer and Technology
IBP Installed Building Products	$2,632,940	$2,632,940 â–²	New Holding	9,930	0.7%	Construction
BOOT Boot Barn	$2,630,675	$3,336,277 â–¼	-55.9%	17,974	0.7%	Retail/Wholesale
ALNT Allient	$2,457,553	$12,113 â–²	0.5%	41,590	0.6%	Computer and Technology
ZETA GLOBAL HOLDINGS CORP	$2,402,885	$9,313 â–²	0.4%	150,935	0.6%	CL A
HCSG Healthcare Services Group	$2,401,761	$2,401,761 â–²	New Holding	129,475	0.6%	Business Services
SMTC Semtech	$2,367,059	$1,788,077 â–¼	-43.0%	30,785	0.6%	Computer and Technology
WFRD Weatherford International	$2,360,717	$2,360,717 â–²	New Holding	24,960	0.6%	Energy
BBIO BridgeBio Pharma	$2,332,135	$2,332,135 â–²	New Holding	31,405	0.6%	Medical
ALHC Alignment Healthcare	$2,295,534	$2,295,534 â–²	New Holding	130,280	0.6%	Medical
HINGE HEALTH INC	$2,282,752	$19,704 â–¼	-0.9%	59,200	0.6%	CL A
UL SOLUTIONS INC	$2,152,178	$386,552 â–²	21.9%	25,110	0.5%	CLASS A COM SHS
MTSI MACOM Technology Solutions	$2,136,313	$2,136,313 â–²	New Holding	9,620	0.5%	Computer and Technology
ROCKET LAB CORP	$2,114,765	$395,595 â–²	23.0%	32,930	0.5%	COM
SHAK Shake Shack	$2,056,928	$2,056,928 â–²	New Holding	23,250	0.5%	Retail/Wholesale
JBT MAREL CORPORATION	$2,053,976	$3,678,181 â–¼	-64.2%	16,063	0.5%	COM
FIGS FIGS	$2,026,149	$2,026,149 â–²	New Holding	137,180	0.5%	Retail/Wholesale
FIREFLY AEROSPACE INC	$1,963,149	$1,963,149 â–²	New Holding	68,955	0.5%	COM
FIX Comfort Systems USA	$1,916,796	$34,475 â–¼	-1.8%	1,390	0.5%	Construction
CW Curtiss-Wright	$1,900,325	$37,462 â–¼	-1.9%	2,790	0.5%	Aerospace
CECO CECO Environmental	$1,838,639	$3,180,083 â–¼	-63.4%	30,860	0.5%	Industrials
VIKING HOLDINGS LTD	$1,726,045	$631,928 â–¼	-26.8%	23,490	0.4%	ORD SHS
YOU CLEAR Secure	$1,614,958	$1,043,720 â–¼	-39.3%	33,360	0.4%	Computer and Technology
VIAV Viavi Solutions	$1,563,494	$1,563,494 â–²	New Holding	46,980	0.4%	Computer and Technology
KINIKSA PHARMACEUTICALS INTL	$1,495,780	$1,495,780 â–²	New Holding	31,065	0.4%	ORD SHS CL A
TVTX Travere Therapeutics	$1,431,576	$2,682,723 â–¼	-65.2%	48,185	0.4%	Medical
WRBY Warby Parker	$1,322,985	$1,322,985 â–²	New Holding	62,790	0.3%	Consumer Staples
ESE ESCO Technologies	$1,316,812	$1,316,812 â–²	New Holding	4,680	0.3%	Industrials
AIT Applied Industrial Technologies	$1,081,179	$2,992,810 â–¼	-73.5%	4,075	0.3%	Industrials
CLH Clean Harbors	$1,060,901	$1,060,901 â–²	New Holding	3,700	0.3%	Business Services
DIANTHUS THERAPEUTICS INC	$1,041,447	$1,041,447 â–²	New Holding	12,410	0.3%	COM
COHR Coherent	$957,604	$957,604 â–²	New Holding	4,020	0.2%	Business Services
KALV KalVista Pharmaceuticals	$881,191	$881,191 â–²	New Holding	43,775	0.2%	Medical
W Wayfair	$832,575	$3,397,613 â–¼	-80.3%	11,070	0.2%	Retail/Wholesale
GWRE Guidewire Software	$799,398	$799,398 â–²	New Holding	5,345	0.2%	Computer and Technology
GKOS Glaukos	$753,082	$1,845,293 â–¼	-71.0%	6,995	0.2%	Medical

Showing largest 100 holdings. View all holdings.

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Lisanti Capital Growth, LLC Top Holdings and 13F Report (2026)

About Lisanti Capital Growth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Lisanti Capital Growth, LLC Top Holdings and 13F Report (2026)

About Lisanti Capital Growth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLisanti Capital Growth, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools