Lyon Street Capital’s Benefytt Technologies, Inc. Class A Common Stock BFYT Stock Holding History

Lyon Street Capital’s Portfolio BFYT Stock Details BFYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-63,365	Closed	-$1.42M	–	92
2020 Q1	$1.42M	Buy	+63,365	New	+$1.5M	2.26%	12
2019 Q4	–	Sell	-103,215	Closed	-$2.57M	–	75
2019 Q3	$2.57M	Buy	103,215 +30,767	+42%	+$646K	4.74%	1
2019 Q2	$1.88M	Buy	72,448 +41,050	+131%	+$1.03M	3.2%	4
2019 Q1	$842K	Buy	+31,398	New	+$1.11M	2.59%	18
2018 Q4	–	Sell	-248,245	Closed	-$15.3M	–	65
2018 Q3	$15.3M	Sell	248,245 -808,025	-76%	-$36.8M	9.53%	2
2018 Q2	$34.2M	Sell	1,056,270 -245,650	-19%	-$7.49M	12.15%	1
2018 Q1	$37.6M	Sell	1,301,920 -151,564	-10%	-$4.25M	12.12%	1
2017 Q4	$36.3M	Buy	1,453,484 +516,737	+55%	+$11.5M	12.09%	1
2017 Q3	$13.6M	Buy	936,747 +309,668	+49%	+$8.55M	5.24%	1
2017 Q2	$14.7M	Buy	627,079 +78,818	+14%	+$1.57M	5.93%	1
2017 Q1	$8.77M	Buy	+548,261	New	+$9.77M	3.52%	8

Other funds holding BFYT

Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCM

Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

CRM

Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return

Lyon Street Capital's BFYT Position: Q2 2020 in Review

Lyon Street Capital sold out of Benefytt Technologies, Inc. Class A Common Stock (BFYT) in Q2 2020, closing a stake of 63,365 shares — an estimated $1.42M sold.

Lyon Street Capital first reported a position in BFYT in Q1 2017 and held it in 11 quarters. The position peaked at $37.6M in Q1 2018. 89 funds tracked by Wall St. Rank hold BFYT as of Q2 2020.

Lyon Street Capital reported no remaining Benefytt Technologies, Inc. Class A Common Stock position as of Q2 2020 after selling out during the quarter.
Lyon Street Capital sold 63,365 Benefytt Technologies, Inc. Class A Common Stock shares in Q2 2020, an estimated $1.42M.
Lyon Street Capital first reported a position in Benefytt Technologies, Inc. Class A Common Stock in Q1 2017 and held it in 11 quarters.
Lyon Street Capital's Benefytt Technologies, Inc. Class A Common Stock position peaked at $37.6M in Q1 2018.
89 funds tracked by Wall St. Rank held Benefytt Technologies, Inc. Class A Common Stock as of Q2 2020.

Based on Lyon Street Capital's 13F filing for Q2 2020, filed 14 Aug 2020.