AH Lisanti Capital Growth, LLC
Long Only Manager
AH Lisanti Capital Growth, LLC is a Long Only Manager based in New York, NY led by Mary Lisanti, reporting $427.2M in AUM as of Q3 2025 with 32% Industrials concentration.
PresidentMary Lisanti
- Portfolio Value
- $410.1M
- Positions
- 106
- Top Holding
- KTOS at 2.71%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in AH Lisanti Capital Growth, LLC's portfolio (20.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Aerospace & Defense Industrials | $11.1M | 2.71% | +$1.1M Bought | 0.07% 121.8K shares | |
Engineering & Construction Industrials | $11.0M | 2.69% | +$1.6M Bought | 0.11% 32.5K shares | |
Aerospace & Defense Industrials | $8.6M | 2.09% | +$8.6M New | 0.05% 46.4K shares | |
Auto - Parts Consumer Cyclical | $8.3M | 2.01% | -$1.0M Sold | 0.11% 58.0K shares | |
Drug Manufacturers - Specialty & Generic Healthcare | $7.6M | 1.84% | -$1.2M Sold | 0.37% 82.6K shares | |
Aerospace & Defense Industrials | $7.6M | 1.84% | +$264.7K Bought | 0.16% 97.6K shares | |
Engineering & Construction Industrials | $7.4M | 1.80% | -$542.5K Sold | 0.10% 58.0K shares | |
Software - Application Technology | $7.4M | 1.79% | +$4.4M Bought | 0.16% 370.2K shares | |
Banks - Regional Financial Services | $7.4M | 1.79% | +$7.4M Bought | 0.21% 98.2K shares | |
Industrial - Machinery Industrials | $7.0M | 1.71% | -$3.7M Sold | 0.26% 118.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in AH Lisanti Capital Growth, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for AH Lisanti Capital Growth, LLC
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