Divisadero Street Capital Management, LP 13F holdings
Divisadero Street Capital Management, LP reported 140 positions with a total reported value of $4.3B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: SEZL SEZZLE INC (6.6%), CVNA CARVANA CO (6.4%), SGHC SUPER GROUP SGHC LIMITED (6.4%), DAVE DAVE INC (6.1%), HIMS HIMS & HERS HEALTH INC (4.9%). Against 2026-03-31 it opened 54 new positions and exited 29. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
Email me when Divisadero Street Capital Management, LP files its 13F
A free account follows up to 10 funds. New 13F filings arrive in your daily or weekly digest. No password and no card.
Top holdings
25 largest of 140 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SEZL SEZZLE INC | 1,649,531 | $283.1M | 6.6% |
| CVNA CARVANA CO | 4,163,614 | $274.0M | 6.4% |
| SGHC SUPER GROUP SGHC LIMITED | 20,114,259 | $272.5M | 6.4% |
| DAVE DAVE INC | 699,366 | $260.6M | 6.1% |
| HIMS HIMS & HERS HEALTH INC | 6,009,505 | $208.3M | 4.9% |
| CLS CELESTICA INC | 461,397 | $168.3M | 3.9% |
| RSI RUSH STREET INTERACTIVE INC | 5,425,402 | $161.4M | 3.8% |
| SN SHARKNINJA INC | 819,163 | $124.7M | 2.9% |
| CECO CECO ENVIRONMENTAL CORP | 1,329,817 | $120.7M | 2.8% |
| COMP COMPASS INC | 9,505,505 | $117.2M | 2.7% |
| FLYW FLYWIRE CORPORATION | 6,644,513 | $116.7M | 2.7% |
| THE REALREAL INC | 9,198,248 | $108.4M | 2.5% |
| TPB TURNING PT BRANDS INC | 1,265,303 | $107.3M | 2.5% |
| HNGE HINGE HEALTH INC | 1,290,623 | $107.1M | 2.5% |
| WLDN WILLDAN GROUP INC | 1,324,293 | $104.8M | 2.4% |
| LITE LUMENTUM HLDGS INC | 108,188 | $92.8M | 2.2% |
| VSXY VICTORIAS SECRET AND CO | 1,025,972 | $85.6M | 2.0% |
| OMDA OMADA HEALTH INC | 3,799,695 | $83.4M | 1.9% |
| RELY REMITLY GLOBAL INC | 3,719,086 | $83.3M | 1.9% |
| CHIME FINL INC | 3,626,050 | $74.3M | 1.7% |
| VSH VISHAY INTERTECHNOLOGY INC | 1,345,094 | $72.3M | 1.7% |
| AMERICAN PUB ED INC | 1,169,356 | $62.8M | 1.5% |
| LWAY LIFEWAY FOODS INC | 2,101,540 | $62.7M | 1.5% |
| CELH CELSIUS HLDGS INC | 1,820,624 | $53.3M | 1.2% |
| AS AMER SPORTS INC | 1,520,280 | $51.4M | 1.2% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 54 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CHIME FINL INC | 3,626,050 | $74.3M | 1.7% |
| VSH VISHAY INTERTECHNOLOGY INC | 1,345,094 | $72.3M | 1.7% |
| AMERICAN PUB ED INC | 1,169,356 | $62.8M | 1.5% |
| ESI ELEMENT SOLUTIONS INC | 1,021,276 | $48.8M | 1.1% |
| ENOVA INTL INC | 146,238 | $35.2M | 0.8% |
| PRCH PORCH GROUP INC | 2,105,695 | $31.7M | 0.7% |
| LIFE ETHOS TECHNOLOGIES INC | 1,635,921 | $29.7M | 0.7% |
| ROBINHOOD MKTS INC | 250,000 | $25.1M | 0.6% |
| ICHR ICHOR HOLDINGS | 200,621 | $22.5M | 0.5% |
| KLAR KLARNA GROUP PLC | 1,032,328 | $20.9M | 0.5% |
| CDNA CAREDX INC | 700,938 | $20.0M | 0.5% |
| HROW HARROW INC | 439,155 | $18.7M | 0.4% |
| BBNX BETA BIONICS INC | 1,113,802 | $17.5M | 0.4% |
| BJRI BJS RESTAURANTS INC | 262,421 | $15.9M | 0.4% |
| USO UNITED STS OIL FD LP | 142,500 | $15.2M | 0.4% |
| FCFS FIRSTCASH HOLDINGS INC | 59,500 | $12.9M | 0.3% |
| YOU CLEAR SECURE INC | 200,000 | $11.1M | 0.3% |
| CROX CROCS INC | 91,371 | $11.0M | 0.3% |
| KLIC KULICKE & SOFFA INDS INC | 78,000 | $10.4M | 0.2% |
| CALY CALLAWAY GOLF CO | 515,778 | $9.7M | 0.2% |
| ESTA ESTABLISHMENT LABS HLDGS INC | 106,675 | $9.2M | 0.2% |
| PENG PENGUIN SOLUTIONS INC | 100,000 | $7.6M | 0.2% |
| HAE HAEMONETICS CORP MASS | 96,459 | $7.2M | 0.2% |
| DBI DESIGNER BRANDS INC | 1,184,045 | $6.9M | 0.2% |
| FTAI FTAI AVIATION LTD | 25,000 | $6.8M | 0.2% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 29 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| AMERICAN PUBLIC EDUCATION | 1,052,069 | $59.8M | 2.8% |
| BRINKER INTERNATIONAL INC | 258,228 | $36.9M | 1.7% |
| LINCOLN EDUCATIONAL SERVICES | 825,556 | $33.6M | 1.6% |
| LRN STRIDE | 308,500 | $27.2M | 1.3% |
| TREE LENDINGTREE INC | 469,269 | $20.1M | 0.9% |
| ADPT ADAPTIVE BIOTECHNOLOGIES | 1,318,661 | $18.3M | 0.9% |
| KRUS KURA SUSHI USA INC | 248,812 | $17.4M | 0.8% |
| AVGO BROADCOM INC | 35,000 | $10.8M | 0.5% |
| PGNY PROGYNY INC | 563,609 | $9.6M | 0.4% |
| ROBINHOOD MARKETS | 100,000 | $6.9M | 0.3% |
| ANGO ANGIODYNAMICS | 562,153 | $6.4M | 0.3% |
| UCTT ULTRA CLEAN HOLDINGS | 100,000 | $6.2M | 0.3% |
| JBL JABIL CIRCUIT INC | 19,500 | $5.2M | 0.2% |
| COCO VITA COCO CO INC | 107,243 | $5.1M | 0.2% |
| VVV VALVOLINE INC | 150,000 | $5.1M | 0.2% |
| FTK FLOTEK INDUSTRIES INC | 269,262 | $4.6M | 0.2% |
| NVDA NVIDIA CORP | 25,000 | $4.4M | 0.2% |
| BENCHMARK ELECTRONICS | 53,047 | $3.0M | 0.1% |
| ANF ABERCROMBIE & FITCH CO | 30,000 | $2.7M | 0.1% |
| ADTN ADTRAN HLDGS | 121,731 | $1.5M | <0.1% |
| GAMBLING COM GROUP LTD | 305,694 | $1.2M | <0.1% |
| ZVIA ZEVIA PBC-A | 577,497 | $675.7K | <0.1% |
| SHAK SHAKE SHACK INC | 4,238 | $374.9K | <0.1% |
| SNBRQ SLEEP NUMBER | 190,473 | $341.9K | <0.1% |
| MODINE MFG CO | 1,390 | $301.2K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CVNA CARVANA CO | 226,636 | 4,163,614 | +1,737.1% | $274.0M |
| HIMS HIMS & HERS HEALTH INC | 469,833 | 6,009,505 | +1,179.1% | $208.3M |
| CECO CECO ENVIRONMENTAL CORP | 187,600 | 1,329,817 | +608.9% | $120.7M |
| WLDN WILLDAN GROUP INC | 164,987 | 1,324,293 | +702.7% | $104.8M |
| TPB TURNING PT BRANDS INC | 295,578 | 1,265,303 | +328.1% | $107.3M |
| COMP COMPASS INC | 3,389,927 | 9,505,505 | +180.4% | $117.2M |
| HNGE HINGE HEALTH INC | 570,659 | 1,290,623 | +126.2% | $107.1M |
| RELY REMITLY GLOBAL INC | 1,053,557 | 3,719,086 | +253.0% | $83.3M |
| SEZL SEZZLE INC | 1,311,614 | 1,649,531 | +25.8% | $283.1M |
| THE REALREAL INC | 4,342,757 | 9,198,248 | +111.8% | $108.4M |
| CLS CELESTICA INC | 305,816 | 461,397 | +50.9% | $168.3M |
| SGHC SUPER GROUP SGHC LIMITED | 16,325,471 | 20,114,259 | +23.2% | $272.5M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| OMDA OMADA HEALTH INC | 5,887,715 | 3,799,695 | -35.5% | $83.4M |
| AXGN AXOGEN INC | 1,095,881 | 170,416 | -84.4% | $7.9M |
| BULL WEBULL CORP | 9,548,219 | 4,414,549 | -53.8% | $28.8M |
| RSI RUSH STREET INTERACTIVE INC | 6,426,679 | 5,425,402 | -15.6% | $161.4M |
| BBW BUILD-A-BEAR WORKSHOP INC | 1,024,970 | 210,019 | -79.5% | $6.4M |
| WTTR SELECT WATER SOLUTIONS INC | 1,901,651 | 802,180 | -57.8% | $16.0M |
| CELH CELSIUS HLDGS INC | 2,535,310 | 1,820,624 | -28.2% | $53.3M |
| XPEL XPEL INC | 720,425 | 328,665 | -54.4% | $16.3M |
| VCEL VERICEL CORP | 422,178 | 36,335 | -91.4% | $1.6M |
| PRCT PROCEPT BIOROBOTICS CORP | 866,338 | 180,260 | -79.2% | $4.1M |
| TSEM TOWER SEMICONDUCTOR LTD | 70,000 | 17,000 | -75.7% | $4.4M |
| EZPW EZCORP INC | 458,856 | 82,602 | -82.0% | $2.9M |
CIK 1901865 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
