Divisadero Street Capital Management, LP: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1901865) · Explore on the interactive board
Divisadero Street Capital Management, LP disclosed 140 US equity positions worth $4.3bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is SEZL at 6.6% of the reported book, followed by CVNA, SGHC. The top ten holdings are 46.4% of the book, and the portfolio behaves like about 32 equal-weight positions. Versus the prior filing it opened 51 new positions, added to 39, reduced 29 and exited 25. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Divisadero Street Capital Management, LP own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 51 new, 39 added, 29 reduced, 25 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | SEZL SEZZLE INC | Financial Services | 6.6% | $283.1m | 1,649,531 | 26% | added |
| 2 | CVNA CARVANA CO | Consumer Cyclical | 6.4% | $274.0m | 4,163,614 | 1737% | added |
| 3 | SGHC SUPER GROUP SGHC LIMITED | Consumer Cyclical | 6.4% | $272.5m | 20,114,259 | 23% | added |
| 4 | DAVE DAVE INC | Technology | 6.1% | $260.6m | 699,366 | 9% | added |
| 5 | HIMS HIMS & HERS HEALTH INC | Healthcare | 4.9% | $208.3m | 6,009,505 | 1179% | added |
| 6 | CLS CELESTICA INC | Technology | 3.9% | $168.3m | 461,397 | 51% | added |
| 7 | RSI RUSH STREET INTERACTIVE INC | Consumer Cyclical | 3.8% | $161.4m | 5,425,402 | -16% | reduced |
| 8 | SN SHARKNINJA INC | Consumer Cyclical | 2.9% | $124.7m | 819,163 | 7% | added |
| 9 | CECO CECO ENVIRONMENTAL CORP | Industrials | 2.8% | $120.7m | 1,329,817 | 609% | added |
| 10 | COMP COMPASS INC | Real Estate | 2.7% | $117.2m | 9,505,505 | 180% | added |
| 11 | FLYW FLYWIRE CORPORATION | Technology | 2.7% | $116.7m | 6,644,513 | 9% | added |
| 12 | REAL THE REALREAL INC | Consumer Cyclical | 2.5% | $108.4m | 9,198,248 | 112% | added |
| 13 | TPB TURNING PT BRANDS INC | Consumer Defensive | 2.5% | $107.3m | 1,265,303 | 328% | added |
| 14 | HNGE HINGE HEALTH INC | Healthcare | 2.5% | $107.1m | 1,290,623 | 126% | added |
| 15 | WLDN WILLDAN GROUP INC | Industrials | 2.4% | $104.8m | 1,324,293 | 703% | added |
| 16 | LITE LUMENTUM HLDGS INC | Technology | 2.2% | $92.8m | 108,188 | 16% | added |
| 17 | VSXY VICTORIAS SECRET AND CO | Consumer Cyclical | 2.0% | $85.6m | 1,025,972 | -13% | reduced |
| 18 | OMDA OMADA HEALTH INC | Healthcare | 1.9% | $83.4m | 3,799,695 | -35% | reduced |
| 19 | RELY REMITLY GLOBAL INC | Technology | 1.9% | $83.3m | 3,719,086 | 253% | added |
| 20 | CHYM CHIME FINL INC | Technology | 1.7% | $74.3m | 3,626,050 | – | new |
| 21 | VSH VISHAY INTERTECHNOLOGY INC | Technology | 1.7% | $72.3m | 1,345,094 | – | new |
| 22 | APEI AMERICAN PUB ED INC | Consumer Defensive | 1.5% | $62.8m | 1,169,356 | 11% | added |
| 23 | LWAY LIFEWAY FOODS INC | Consumer Defensive | 1.5% | $62.7m | 2,101,540 | 49% | added |
| 24 | CELH CELSIUS HLDGS INC | Consumer Defensive | 1.2% | $53.3m | 1,820,624 | -28% | reduced |
| 25 | AS AMER SPORTS INC | Consumer Cyclical | 1.2% | $51.4m | 1,520,280 | 419% | added |
| 26 | ESI ELEMENT SOLUTIONS INC | Basic Materials | 1.1% | $48.8m | 1,021,276 | – | new |
| 27 | GRPN GROUPON INC | Communication Services | 1.0% | $44.4m | 1,845,838 | 315% | added |
| 28 | CTRN CITI TRENDS INC | Consumer Cyclical | 1.0% | $40.8m | 705,451 | 43% | added |
| 29 | EYE NATIONAL VISION HLDGS INC | Consumer Cyclical | 0.8% | $36.1m | 1,899,450 | 173% | added |
| 30 | ENVA ENOVA INTL INC | Financial Services | 0.8% | $35.2m | 146,238 | – | new |
| 31 | FIGS FIGS INC | Consumer Cyclical | 0.8% | $32.6m | 3,191,026 | -0% | held |
| 32 | PRCH PORCH GROUP INC | Financial Services | 0.7% | $31.7m | 2,105,695 | – | new |
| 33 | FSLY FASTLY INC | Technology | 0.7% | $31.1m | 1,694,262 | 653% | added |
| 34 | LIFE ETHOS TECHNOLOGIES INC | 0.7% | $29.7m | 1,635,921 | – | new | |
| 35 | WEBULL CORP | 0.7% | $28.8m | 4,414,549 | -54% | reduced | |
| 36 | HOOD ROBINHOOD MKTS INC | Financial Services | 0.6% | $25.1m | 250,000 | 150% | added |
| 37 | TDUP THREDUP INC | Consumer Cyclical | 0.6% | $24.9m | 3,628,206 | 265% | added |
| 38 | INDV INDIVIOR PHARMACEUTICALS INC | Healthcare | 0.6% | $24.7m | 601,863 | 16% | added |
| 39 | VITL VITAL FARMS INC | Consumer Defensive | 0.5% | $23.3m | 2,003,588 | 263% | added |
| 40 | ICHR ICHOR HOLDINGS | Technology | 0.5% | $22.5m | 200,621 | – | new |
| 41 | ATRC ATRICURE INC | Healthcare | 0.5% | $22.4m | 800,931 | -31% | reduced |
| 42 | KLAR KLARNA GROUP PLC | Financial Services | 0.5% | $20.9m | 1,032,328 | – | new |
| 43 | CDNA CAREDX INC | Healthcare | 0.5% | $20.0m | 700,938 | – | new |
| 44 | HROW HARROW INC | 0.4% | $18.7m | 439,155 | – | new | |
| 45 | BBNX BETA BIONICS INC | Healthcare | 0.4% | $17.5m | 1,113,802 | – | new |
| 46 | WRBY WARBY PARKER INC | Healthcare | 0.4% | $17.0m | 561,117 | 46% | added |
| 47 | HZO MARINEMAX INC | 0.4% | $16.7m | 455,971 | 179% | added | |
| 48 | XPEL XPEL INC | Consumer Cyclical | 0.4% | $16.3m | 328,665 | -54% | reduced |
| 49 | RVLV REVOLVE GROUP INC | Consumer Cyclical | 0.4% | $16.2m | 708,216 | 5041% | added |
| 50 | WTTR SELECT WATER SOLUTIONS INC | Energy | 0.4% | $16.0m | 802,180 | -58% | reduced |
What did Divisadero Street Capital Management, LP sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| EAT BRINKER INTERNATIONAL INC | 16.7% | $36.9m |
| LINC LINCOLN EDUCATIONAL SERVICES | 15.2% | $33.6m |
| LRN STRIDE | 12.3% | $27.2m |
| TREE LENDINGTREE INC | 9.1% | $20.1m |
| ADPT ADAPTIVE BIOTECHNOLOGIES | 8.3% | $18.3m |
| KRUS KURA SUSHI USA INC | 7.9% | $17.4m |
| AVGO BROADCOM INC | 4.9% | $10.8m |
| PGNY PROGYNY INC | 4.3% | $9.6m |
| ANGO ANGIODYNAMICS | 2.9% | $6.4m |
| UCTT ULTRA CLEAN HOLDINGS | 2.8% | $6.2m |
| JBL JABIL CIRCUIT INC | 2.4% | $5.2m |
| COCO VITA COCO CO INC | 2.3% | $5.1m |
| VVV VALVOLINE INC | 2.3% | $5.1m |
| FTK FLOTEK INDUSTRIES INC | 2.1% | $4.6m |
| NVDA NVIDIA CORP | 2.0% | $4.4m |
| BHE BENCHMARK ELECTRONICS | 1.3% | $3.0m |
| ANF ABERCROMBIE & FITCH CO | 1.2% | $2.7m |
| ADTN ADTRAN HLDGS | 0.7% | $1.5m |
| ZVIA ZEVIA PBC-A | 0.3% | $675.7k |
| SHAK SHAKE SHACK INC | 0.2% | $374.9k |
| SNBRQ SLEEP NUMBER | 0.2% | $341.9k |
| MOD MODINE MFG CO | 0.1% | $301.2k |
| W WAYFAIR INC | 0.1% | $263.2k |
| IBTA IBOTTA INC | 0.1% | $201.6k |
| LFVN LIFEVANTAGE | 0.0% | $106.6k |
Sector mix
| Sector | Weight |
|---|---|
| Consumer Cyclical | 31.2% |
| Technology | 23.6% |
| Healthcare | 12.5% |
| Financial Services | 9.9% |
| Consumer Defensive | 7.5% |
| Industrials | 5.6% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Divisadero Street Capital Management, LP's portfolio?
Across every quarter Divisadero Street Capital Management, LP has filed, its median largest position is 7.4% of the book and its median top-ten weight is 46.3%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 26.0 completed holding spells, the median lasted 1.0 quarters; 140.0 positions are still open and their final length is unknown.