StockDriftsStockDriftsTop 50 Lion Street Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GIS | GENERAL MLS INC | 34.78% | 1.63M | $100.5M | +51.09%(+549.99K) | $58.22(-19.19%) | 2025-09-30 | |
| DRI | DARDEN RESTAURANTS INC | 2.86% | 57.4K | $8.3M | +186.43%(+37.34K) | $168.91(+11.52%) | 2025-09-30 | |
| VV | VANGUARD INDEX FDS | 2.01% | 27.0K | $5.8M | +25.37%(+5.46K) | $208.70(+52.69%) | 2025-09-30 | |
| AAPL | APPLE INC | 1.97% | 38.1K | $5.7M | +35.59%(+9.99K) | $177.97(+53.62%) | 2025-09-30 | |
| VTI | VANGUARD INDEX FDS | 1.86% | 22.6K | $5.4M | +92.73%(+10.89K) | $258.80(+31.25%) | 2025-09-30 | |
| COST | COSTCO WHSL CORP NEW | 1.8% | 10.6K | $5.2M | +28.10%(+2.32K) | $633.21(+37.92%) | 2025-09-30 | |
| QQQ | INVESCO QQQ TR | 1.73% | 13.0K | $5.0M | -32.90%(-6.36K) | $363.66(+71.56%) | 2025-09-30 | |
| AMZN | AMAZON COM INC | 1.36% | 1.2K | $3.9M | -94.82%(-21.36K) | $132.57(+75.39%) | 2025-09-30 | |
| XOM | EXXON MOBIL CORP | 1.07% | 48.1K | $3.1M | +54.69%(+16.99K) | $98.94(+20.39%) | 2025-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 0.9% | 16.1K | $2.6M | +53.63%(+5.61K) | $87.66(+67.15%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +2.79% | +8.61% | — | — | +8.61% |
| Top 20 Holdings Unweighted | +22.14% | +82.20% | — | — | +82.20% |
Lion Street Advisors, Llc reports $289.03M in US-listed equity holdings across 224 positions in its most recent 13F filing. Its largest disclosed positions are GIS (34.8%), DRI (2.9%) and VV (2.0%). The top 20 holdings account for 57.93% of reported assets. Its disclosed equity book has returned +8.61% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lion Street Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1801991). View Lion Street Advisors, Llc’s 13F filings on SEC