The Evolving Landscape: Comparing Lisanti Capital's Q3 and Q4 2022 Holdings

The financial markets are always in a constant state of change, and keeping up with these changes is essential for investors and traders. One tool that provides insight into the holdings of institutional investors is the 13F filing, which is submitted to the Securities and Exchange Commission (SEC) by investment firms with over $100 million in assets under management. Lisanti Capital Growth, LLC is one such investment firm that recently filed their Q3 and Q4 2022 13F holdings. In this article, we will analyze the changes in their holdings and what it means for investors.

Looking at the data, there are some significant changes in Lisanti Capital's holdings over the two quarters. For example, their holdings of Inspire Medical Systems, Inc. (INSP) increased by 153.5% from Q3 to Q4, while their holdings of Calix Inc. (CALX) decreased by 15%. These changes in holdings can be due to a variety of reasons, such as market trends, company performance, or simply a strategic decision by the investment firm.

One interesting trend is the increase in holdings for companies in the healthcare and biotech industries. For example, their holdings of Axonics Inc. (AXNX) increased by 19.4%, while their holdings of Haemonetics Corp MASS (HAE) and Iveric Bio Inc. (ISEE) were new entries in Q4. This suggests that Lisanti Capital is bullish on the healthcare sector and sees potential for growth in these companies.

Another notable trend is the decrease in holdings for companies in the energy and waste management industries. For example, their holdings of Acadia Healthcare Company Inc. (ACHC) decreased by 44.9%, while their holdings of Casella Waste Systems Inc. (CWST) decreased by 33.3%. This could indicate a shift in focus away from these industries, possibly due to changing market conditions.

But it is not all doom and gloom for the energy industry, as Lisanti Capital has increased their holdings in the oil and gas exploration company Matador Resources Co. (MTDR) by 197.6%. This increase could be due to rising oil prices or the company's strong financial performance.

This changing landscape of holdings highlights the importance of diversification in an investment portfolio. By holding a mix of companies across different industries, investors can mitigate risks and take advantage of various opportunities for growth.

In conclusion, analyzing the 13F filings of institutional investors, such as Lisanti Capital Growth, LLC, can provide valuable insights for investors and traders. The changes in their Q3 and Q4 2022 holdings demonstrate the constantly evolving nature of the financial markets and the importance of diversification in investment portfolios.