Lion Street Advisors, LLC - Portfolio overview

Lion Street Advisors, LLC has 224 reported holdings in this dataset, with the latest filing dated 2025-11-10.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Consumer Defensive and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. GIS - GENERAL MLS INC, 34.78%
2. DRI - DARDEN RESTAURANTS INC, 2.86%
3. VV - VANGUARD INDEX FDS, 2.01%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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