Divisar Capital Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BOX INC(BOX) | 188,049 | 638,049 | +450,000 | 5,624,546 | 15,083,478 | 3.84% | +9,458,932 |
| VERTEX INC(VERX) | 250,000 | 1,195,712 | +945,712 | 4,992,500 | 14,217,016 | 3.62% | +9,224,516 |
| ORION S.A. | 2,742,356 | 3,567,263 | +824,907 | 14,479,640 | 23,187,210 | 5.91% | +8,707,570 |
| RXO INC(RXO) | 555,009 | 1,052,525 | +497,516 | 7,015,314 | 15,387,916 | 3.92% | +8,372,602 |
| MKS INC.(MKSI) | 77,501 | 85,501 | +8,000 | 12,384,660 | 19,648,985 | 5.01% | +7,264,325 |
| DINE BRANDS GLOBAL INC | 0 | 242,267 | +242,267 | 0 | 6,357,086 | 1.62% | +6,357,086 |
| ONTO INNOVATION INC(ONTO) | 212,403 | 193,253 | -19,150 | 33,529,938 | 39,630,393 | 10.10% | +6,100,455 |
| WEAVE COMMUNICATIONS INC | 580,497 | 1,840,100 | +1,259,603 | 4,405,972 | 8,501,262 | 2.17% | +4,095,290 |
| TTM TECHNOLOGIES INC(TTMI) | 137,339 | 126,639 | -10,700 | 9,476,391 | 12,337,171 | 3.14% | +2,860,780 |
| BRUNSWICK CORP(BC) | 308,770 | 349,770 | +41,000 | 22,923,085 | 25,449,265 | 6.49% | +2,526,180 |
| ULTRA CLEAN HLDGS INC(UCTT) | 949,328 | 420,049 | -529,279 | 24,046,478 | 26,118,647 | 6.66% | +2,072,169 |
| VIAVI SOLUTIONS INC(VIAV) | 190,805 | 131,353 | -59,452 | 3,400,145 | 4,371,428 | 1.11% | +971,283 |
| OXFORD INDS INC | 0 | 21,096 | +21,096 | 0 | 812,407 | 0.21% | +812,407 |
| CALIX INC(CALX) | 299,963 | 340,163 | +40,200 | 15,877,042 | 16,664,585 | 4.25% | +787,543 |
| FABRINET(FN) | 7,570 | 7,570 | 0 | 3,446,470 | 3,947,906 | 1.01% | +501,436 |
| POLARIS INC(PII) | 404,553 | 477,877 | +73,324 | 25,587,977 | 26,044,297 | 6.64% | +456,320 |
| MASTERCRAFT BOAT HLDGS INC | 726,876 | 692,276 | -34,600 | 13,745,225 | 14,198,581 | 3.62% | +453,356 |
| ZUMIEZ INC | 259,102 | 289,102 | +30,000 | 6,749,607 | 6,406,500 | 1.63% | -343,107 |
| KULICKE & SOFFA INDS INC(KLIC) | 481,021 | 316,887 | -164,134 | 21,915,317 | 20,825,814 | 5.31% | -1,089,503 |
| ABERCROMBIE & FITCH CO | 55,808 | 64,308 | +8,500 | 7,024,553 | 5,875,822 | 1.50% | -1,148,731 |
| PDF SOLUTIONS INC(PDFS) | 759,815 | 623,364 | -136,451 | 21,677,522 | 20,390,236 | 5.20% | -1,287,286 |
| GENTHERM INC(THRM) | 158,972 | 158,972 | 0 | 5,781,812 | 4,416,242 | 1.13% | -1,365,570 |
| STITCH FIX INC | 457,585 | 0 | -457,585 | 2,402,321 | 0 | — | -2,402,321 |
| ADTRAN HOLDINGS INC | 2,986,302 | 1,769,439 | -1,216,863 | 25,950,964 | 22,259,543 | 5.67% | -3,691,421 |
| COHU INC(COHU) | 217,160 | 0 | -217,160 | 5,053,313 | 0 | — | -5,053,313 |
| COMMERCE COM INC | 3,776,896 | 3,926,896 | +150,000 | 15,560,812 | 10,484,812 | 2.67% | -5,076,000 |
| NLIGHT INC(LASR) | 288,438 | 88,314 | -200,124 | 10,819,309 | 5,035,664 | 1.28% | -5,783,645 |
| LUMENTUM HLDGS INC(LITE) | 87,029 | 35,223 | -51,806 | 32,078,019 | 24,753,315 | 6.31% | -7,324,704 |