LCM
Lafitte Capital Management Portfolio holdings
AUM
$49.5M
This Quarter Return
+8.42%
1 Year Return
-27.1%
3 Year Return
+55.07%
5 Year Return
+135.87%
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(-13%)
Cap. Flow
-$22.9M
Cap. Flow
% of AUM
-19.68%
Top 10 Holdings %
Top 10 Hldgs %
89.76%
Holding
30
New
1
Increased
4
Reduced
5
Closed
14
Top Buys
| 1 |
Monarch Casino & Resort
MCRI
|
$4.34M |
| 2 |
Ezcorp Inc
EZPW
|
$3.47M |
| 3 |
Plains GP Holdings
PAGP
|
$1.89M |
| 4 |
Golden Entertainment
GDEN
|
$481K |
| 5 |
CarParts.com
PRTS
|
$92.4K |
Top Sells
| 1 |
MYR Group
MYRG
|
$4.57M |
| 2 |
Kirby Corp
KEX
|
$3.98M |
| 3 |
Flowserve
FLS
|
$3.64M |
| 4 |
HEES
H&E Equipment Services
HEES
|
$3.47M |
| 5 |
Armstrong World Industries
AWI
|
$3.11M |
Sector Composition
| 1 | Consumer Discretionary | 44.54% |
| 2 | Industrials | 30.17% |
| 3 | Financials | 9.39% |
| 4 | Energy | 5.07% |
| 5 | Technology | 0% |