LYON STREET CAPITAL Overview
Lyon Street Capital Llc is a hedge fund that manages 473 MM dollars in regulatory AUM and has 3 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 03/31/18. The fund's latest filing disclosed 310MM in positions, representing 66% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 03/31/18. The fund's latest filing disclosed 310MM in positions, representing 66% of the manager's regulatory AUM.
LYON STREET CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LYON STREET CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| HIIQ | 12.12% | Financials | 19.61% | 2.21% | 3 | 5% | ||
| SBBP | 9.07% | Health | -19.64% | -2.05% | 9 | 1% | ||
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FEATURED IN
LYON STREET CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Brian C. Freckmann | Manager | November-2008 |
| Aileen H. Kazmierowski | Coo & Cco | March-2012 |
LYON STREET CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
LYON STREET CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investment Strategy
LSC typically invests (long and short) in securities, consisting principally, but not solely, of equity and equity-related securities that are traded publicly in U.S. and non-U.S. markets. LSC
4
also may invest in preferred stocks, convertible securities, warrants, rights, options (including covered and uncovered puts and calls and over-the-counter options), swaps, futures, options on futures, other commodity interests and other derivative instruments, bonds and other fixed income securities, currencies, private securities and money market instruments. LSC also engages in margin trading, hedging and other investment strategies.
The investment strategies summarized above represent LSC’s current intentions, are general in nature and are not exhaustive. There are no limits on the types of securities in which LSC may take positions on behal...
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Investment Strategy
LSC typically invests (long and short) in securities, consisting principally, but not solely, of equity and equity-related securities that are traded publicly in U.S. and non-U.S. markets. LSC
4
also may invest in preferred stocks, convertible securities, warrants, rights, options (including covered and uncovered puts and calls and over-the-counter options), swaps, futures, options on futures, other commodity interests and other derivative instruments, bonds and other fixed income securities, currencies, private securities and money market instruments. LSC also engages in margin trading, hedging and other investment strategies.
The investment strategies summarized above represent LSC’s current intentions, are general in nature and are not exhaustive. There are no limits on the types of securities in which LSC may take positions on behal...
Unlock Full Investment Process Description
LYON STREET CAPITAL Portfolio Concentration
LYON STREET CAPITAL Location
275 SACRAMENTO STREET
8TH FLOOR
SAN FRANCISCO, California
UNITED STATES, 94111
8TH FLOOR
SAN FRANCISCO, California
UNITED STATES, 94111
LYON STREET CAPITAL Contact Information
Phone Number: 415-418-2202
Fax Number: DECEMBER
Website: null
Fax Number: DECEMBER
Website: null
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