Divisadero Street Capital Management, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SUPER GROUP SGHC LIMITED | 213,933 | 9,832,510 | +9,618,577 | 2,346,845 | 129,789,132 | 6.04% | +127,442,287 |
| SUPER GROUP SGHC LIMITED(Call) | 0 | 8,776,200 | +8,776,200 | 0 | 115,845,840 | — | +115,845,840 |
| INDIVIOR PLC | 136,000 | 3,362,605 | +3,226,605 | 2,004,640 | 81,072,407 | 3.77% | +79,067,767 |
| STRIDE INC(LRN) | 0 | 375,000 | +375,000 | 0 | 55,852,500 | 2.60% | +55,852,500 |
| DAVE INC(DAVE) | 534,590 | 925,266 | +390,676 | 143,489,302 | 184,451,777 | 8.58% | +40,962,475 |
| CELESTICA INC(CLS) | 82,361 | 196,211 | +113,850 | 12,857,376 | 48,342,466 | 2.25% | +35,485,090 |
| KURA SUSHI USA INC | 0 | 582,156 | +582,156 | 0 | 34,585,888 | 1.61% | +34,585,888 |
| ARGAN INC | 0 | 125,534 | +125,534 | 0 | 33,900,457 | 1.58% | +33,900,457 |
| SHARKNINJA INC(SN) | 484,408 | 774,408 | +290,000 | 47,951,548 | 79,880,185 | 3.71% | +31,928,637 |
| OMADA HEALTH INC(OMDA) | 0 | 1,379,941 | +1,379,941 | 0 | 30,510,496 | 1.42% | +30,510,496 |
| BRINKER INTL INC(EAT) | 40,811 | 268,836 | +228,025 | 7,359,448 | 34,056,144 | 1.58% | +26,696,696 |
| THE REALREAL INC(REAL) | 345,501 | 2,599,801 | +2,254,300 | 1,654,950 | 27,635,885 | 1.29% | +25,980,935 |
| CALIX INC(CALX) | 53,022 | 453,873 | +400,851 | 2,820,240 | 27,854,186 | 1.30% | +25,033,946 |
| VITAL FARMS INC | 413,627 | 993,338 | +579,711 | 15,932,912 | 40,875,859 | 1.90% | +24,942,947 |
| TURNING PT BRANDS INC(TPB) | 943,784 | 974,066 | +30,282 | 71,510,514 | 96,296,165 | 4.48% | +24,785,651 |
| FIVE BELOW INC(FIVE) | 0 | 155,000 | +155,000 | 0 | 23,978,500 | 1.12% | +23,978,500 |
| LUMENTUM HLDGS INC(LITE) | 42,605 | 163,303 | +120,698 | 4,050,031 | 26,571,031 | 1.24% | +22,521,000 |
| ANI PHARMACEUTICALS INC(ANIP) | 0 | 234,219 | +234,219 | 0 | 21,454,460 | 1.00% | +21,454,460 |
| FASTLY INC(FSLY) | 0 | 2,476,487 | +2,476,487 | 0 | 21,173,964 | 0.98% | +21,173,964 |
| IMAX CORP | 0 | 640,461 | +640,461 | 0 | 20,975,098 | 0.98% | +20,975,098 |
| LIFEWAY FOODS INC | 0 | 630,183 | +630,183 | 0 | 17,493,880 | 0.81% | +17,493,880 |
| MARINEMAX INC | 0 | 656,154 | +656,154 | 0 | 16,620,381 | 0.77% | +16,620,381 |
| SAVERS VALUE VLG INC(SVV) | 1,572,345 | 2,464,291 | +891,946 | 16,037,919 | 32,651,856 | 1.52% | +16,613,937 |
| AMERICAN PUB ED INC(APEI) | 0 | 382,772 | +382,772 | 0 | 15,108,011 | 0.70% | +15,108,011 |
| PORCH GROUP INC(PRCH) | 2,443,612 | 2,606,883 | +163,271 | 28,810,185 | 43,743,497 | 2.03% | +14,933,312 |
| TTM TECHNOLOGIES INC(TTMI) | 0 | 235,771 | +235,771 | 0 | 13,580,410 | 0.63% | +13,580,410 |
| PLANET LABS PBC(PL) | 0 | 1,045,000 | +1,045,000 | 0 | 13,564,100 | 0.63% | +13,564,100 |
| CARVANA CO(CVNA) | 193,319 | 208,320 | +15,001 | 65,140,770 | 78,586,637 | 3.65% | +13,445,867 |
| MAXIMUS INC(MMS) | 95,000 | 183,872 | +88,872 | 6,669,000 | 16,800,385 | 0.78% | +10,131,385 |
| EVOLV TECHNOLOGIES HLDNGS IN(EVLV) | 121,381 | 1,427,935 | +1,306,554 | 757,417 | 10,780,909 | 0.50% | +10,023,492 |
| FABRINET(FN) | 35,788 | 56,344 | +20,556 | 10,546,008 | 20,544,149 | 0.96% | +9,998,141 |
| THREDUP INC | 0 | 994,249 | +994,249 | 0 | 9,395,653 | 0.44% | +9,395,653 |
| XPEL INC(XPEL) | 141,239 | 416,890 | +275,651 | 5,070,480 | 13,786,552 | 0.64% | +8,716,072 |
| CLOVER HEALTH INVESTMENTS CO(CLOV) | 0 | 2,768,088 | +2,768,088 | 0 | 8,470,349 | 0.39% | +8,470,349 |
| CECO ENVIRONMENTAL CORP(CECO) | 0 | 150,000 | +150,000 | 0 | 7,680,000 | 0.36% | +7,680,000 |
| JOHNSON OUTDOORS INC | 0 | 190,057 | +190,057 | 0 | 7,676,402 | 0.36% | +7,676,402 |
| PAGAYA TECHNOLOGIES LTD(PGY) | 231,919 | 416,919 | +185,000 | 4,944,513 | 12,378,325 | 0.58% | +7,433,812 |
| ANGIODYNAMICS INC | 3,395,430 | 3,678,125 | +282,695 | 33,682,666 | 41,084,656 | 1.91% | +7,401,990 |
| BLACKSKY TECHNOLOGY INC | 6,300 | 365,910 | +359,610 | 129,653 | 7,373,087 | 0.34% | +7,243,434 |
| WILLDAN GROUP INC(WLDN) | 278,955 | 253,121 | -25,834 | 17,437,477 | 24,474,269 | 1.14% | +7,036,792 |
| STERLING INFRASTRUCTURE INC(STRL) | 0 | 20,000 | +20,000 | 0 | 6,793,600 | 0.32% | +6,793,600 |
| REV GROUP INC | 40,000 | 150,337 | +110,337 | 1,903,600 | 8,519,598 | 0.40% | +6,615,998 |
| ZEVIA PBC | 3,230,980 | 6,159,362 | +2,928,382 | 10,403,756 | 16,753,465 | 0.78% | +6,349,709 |
| RUSH STREET INTERACTIVE INC(RSI)(Call) | 1,275,000 | 1,230,700 | -44,300 | 19,000,480 | 25,204,736 | — | +6,204,256 |
| COMPASS INC(COMP) | 0 | 750,000 | +750,000 | 0 | 6,022,500 | 0.28% | +6,022,500 |
| AFFIRM HLDGS INC(AFRM) | 65,366 | 136,246 | +70,880 | 4,519,405 | 9,956,858 | 0.46% | +5,437,453 |
| DELCATH SYS INC | 0 | 476,160 | +476,160 | 0 | 5,118,720 | 0.24% | +5,118,720 |
| REVOLVE GROUP INC(RVLV) | 0 | 239,901 | +239,901 | 0 | 5,109,891 | 0.24% | +5,109,891 |
| GENIUS SPORTS LIMITED | 166,985 | 545,892 | +378,907 | 1,736,644 | 6,758,143 | 0.31% | +5,021,499 |
| SHOE CARNIVAL INC | 0 | 183,418 | +183,418 | 0 | 3,813,260 | 0.18% | +3,813,260 |
| SHAKE SHACK INC(SHAK) | 11,223 | 56,985 | +45,762 | 1,577,954 | 5,334,366 | 0.25% | +3,756,412 |
| LIQUIDIA CORPORATION(LQDA) | 0 | 158,004 | +158,004 | 0 | 3,593,011 | 0.17% | +3,593,011 |
| MODINE MFG CO(MOD) | 78,300 | 78,300 | 0 | 7,712,550 | 11,131,128 | 0.52% | +3,418,578 |
| XERIS BIOPHARMA HOLDINGS INC | 0 | 406,334 | +406,334 | 0 | 3,307,559 | 0.15% | +3,307,559 |
| HIMS & HERS HEALTH INC(HIMS) | 465,093 | 465,093 | 0 | 23,184,886 | 26,380,075 | 1.23% | +3,195,189 |
| FRESHPET INC(FRPT) | 0 | 55,587 | +55,587 | 0 | 3,063,400 | 0.14% | +3,063,400 |
| COHU INC(COHU) | 0 | 149,317 | +149,317 | 0 | 3,035,615 | 0.14% | +3,035,615 |
| HINGE HEALTH INC(HNGE) | 0 | 60,654 | +60,654 | 0 | 2,976,898 | 0.14% | +2,976,898 |
| KRISPY KREME INC | 500,000 | 1,089,341 | +589,341 | 1,455,000 | 4,215,750 | 0.20% | +2,760,750 |
| AMER SPORTS INC(AS) | 300,000 | 413,533 | +113,533 | 11,628,000 | 14,370,272 | 0.67% | +2,742,272 |
| CORMEDIX INC | 71,000 | 288,050 | +217,050 | 874,720 | 3,350,022 | 0.16% | +2,475,302 |
| EVOLUS INC | 0 | 388,231 | +388,231 | 0 | 2,383,738 | 0.11% | +2,383,738 |
| SWEETGREEN INC | 0 | 255,244 | +255,244 | 0 | 2,036,847 | 0.09% | +2,036,847 |
| WAYFAIR INC(W) | 0 | 21,591 | +21,591 | 0 | 1,928,724 | 0.09% | +1,928,724 |
| ONEWATER MARINE INC | 0 | 108,000 | +108,000 | 0 | 1,710,720 | 0.08% | +1,710,720 |
| XPONENTIAL FITNESS INC | 181,858 | 368,801 | +186,943 | 1,362,116 | 2,872,960 | 0.13% | +1,510,844 |
| NAPCO SEC TECHNOLOGIES INC(NSSC) | 111,566 | 111,566 | 0 | 3,312,395 | 4,791,760 | 0.22% | +1,479,365 |
| HARROW INC(HROW) | 140,570 | 118,670 | -21,900 | 4,293,008 | 5,717,521 | 0.27% | +1,424,513 |
| PELOTON INTERACTIVE INC(PTON) | 683,390 | 683,390 | 0 | 4,742,727 | 6,150,510 | 0.29% | +1,407,783 |
| BLUELINX HLDGS INC | 83,141 | 103,141 | +20,000 | 6,184,028 | 7,537,544 | 0.35% | +1,353,516 |
| EZCORP INC(EZPW) | 99,310 | 138,505 | +39,195 | 1,378,423 | 2,637,135 | 0.12% | +1,258,712 |
| CLEARFIELD INC | 48,280 | 94,588 | +46,308 | 2,095,835 | 3,251,935 | 0.15% | +1,156,100 |
| GENEDX HOLDINGS CORP(WGS) | 73,146 | 73,146 | 0 | 6,752,107 | 7,880,750 | 0.37% | +1,128,643 |
| RANPAK HOLDINGS CORP | 100,001 | 250,001 | +150,000 | 357,004 | 1,405,006 | 0.07% | +1,048,002 |
| NIAGEN BIOSCIENCE INC | 0 | 100,000 | +100,000 | 0 | 933,000 | 0.04% | +933,000 |
| UPWORK INC(UPWK) | 158,125 | 158,125 | 0 | 2,125,200 | 2,936,381 | 0.14% | +811,181 |
| VICTORIAS SECRET AND CO(VSXY) | 85,910 | 85,910 | 0 | 1,591,053 | 2,331,597 | 0.11% | +740,544 |
| THE ODP CORP | 68,328 | 68,328 | 0 | 1,238,787 | 1,902,935 | 0.09% | +664,148 |
| 1 800 FLOWERS COM INC | 0 | 139,186 | +139,186 | 0 | 640,256 | 0.03% | +640,256 |
| CAVA GROUP INC(CAVA) | 0 | 10,565 | +10,565 | 0 | 638,232 | 0.03% | +638,232 |
| BOOT BARN HLDGS INC | 0 | 3,840 | +3,840 | 0 | 636,365 | 0.03% | +636,365 |
| HAIN CELESTIAL GROUP INC | 0 | 386,182 | +386,182 | 0 | 610,168 | 0.03% | +610,168 |
| JAMF HLDG CORP | 0 | 50,000 | +50,000 | 0 | 535,000 | 0.02% | +535,000 |
| AIRSCULPT TECHNOLOGIES INC | 165,699 | 165,699 | 0 | 800,326 | 1,328,906 | 0.06% | +528,580 |
| ACADEMY SPORTS & OUTDOORS IN(ASO) | 100,000 | 100,000 | 0 | 4,481,000 | 5,002,000 | 0.23% | +521,000 |
| LIFEVANTAGE CORP | 0 | 52,900 | +52,900 | 0 | 514,717 | 0.02% | +514,717 |
| AVITA MEDICAL INC | 0 | 100,000 | +100,000 | 0 | 511,000 | 0.02% | +511,000 |
| BUILD-A-BEAR WORKSHOP INC | 34,502 | 34,502 | 0 | 1,778,923 | 2,249,875 | 0.10% | +470,952 |
| CRICUT INC(CRCT) | 0 | 72,902 | +72,902 | 0 | 458,554 | 0.02% | +458,554 |
| NEUROPACE INC | 242,120 | 292,792 | +50,672 | 2,697,217 | 3,018,686 | 0.14% | +321,469 |
| ROCKET COS INC(RKT) | 56,978 | 56,978 | 0 | 807,948 | 1,104,234 | 0.05% | +296,286 |
| ARHAUS INC(ARHS) | 146,394 | 146,394 | 0 | 1,269,236 | 1,556,168 | 0.07% | +286,932 |
| ABERCROMBIE & FITCH CO | 104,322 | 104,322 | 0 | 8,643,078 | 8,924,747 | 0.42% | +281,669 |
| COHERENT CORP(COHR) | 0 | 2,500 | +2,500 | 0 | 269,300 | 0.01% | +269,300 |
| DESIGNER BRANDS INC | 231,902 | 231,902 | 0 | 551,927 | 820,933 | 0.04% | +269,006 |
| CAPRI HOLDINGS LIMITED | 100,000 | 100,000 | 0 | 1,770,000 | 1,992,000 | 0.09% | +222,000 |
| FLYWIRE CORPORATION(FLYW) | 4,784,654 | 4,150,737 | -633,917 | 55,980,452 | 56,200,979 | 2.61% | +220,527 |
| XOMETRY INC(XMTR) | 0 | 3,821 | +3,821 | 0 | 208,130 | 0.01% | +208,130 |
| MIMEDX GROUP INC | 223,220 | 223,220 | 0 | 1,363,874 | 1,558,076 | 0.07% | +194,202 |
| AXOGEN INC(AXGN) | 26,272 | 26,272 | 0 | 285,051 | 468,692 | 0.02% | +183,641 |