Lumber Liquidators Holdings Inc (LL), Cornerstone OnDemand, Inc. (CSOD) Among This NY-Based Fund’s Top Picks

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Last on our list is Portfolio Recovery Associates, Inc. (NASDAQ:PRAA). AH Lisanti reported owning 34,980 shares of Portfolio Recovery, up from 32,880 shares in the previous 13F. The value of the Portfolio Recovery Associates, Inc. (NASDAQ:PRAA) holding in AH Lisanti’s equity portfolio is now about $4.4 million, up from $3.5 million disclosed at the end of last year.  In a statement, Portfolio Recovery Associates, Inc. (NASDAQ:PRAA) revealed that its first quarter revenue appreciated by 21% on the year to $169.6 million, and that diluted EPS also increased to $2.26, compared to $1.47 in the first quarter of the previous year.

Final thoughts

In its most recent 13F, AH Lisanti Capital Growth disclosed 108 equity holdings, which represents an increase of eight from the previous quarter. This reveals the confident approach of AH Lisanti and a diversified 13F portfolio, which comprises companies from many different industries; the fund is a great candidate for ardent investors to track. Compare this equity portfolio with those of other hedge funds, and also check out our market-beating strategy for more information. We reveal the details of this strategy in our premium section, and you can also download the free edition of our newsletter here.

Disclosure: none

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