Divisadero Street Capital Management, LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Divisadero Street Capital Management, LP disclosed 131 US equity positions worth $1.5bn in its Q2 2025 13F filing. The largest position was SEZL at 10.9% of the reported book, followed by DAVE and RSI. Against the Q1 2025 filing, it opened 16 new positions, added to 15 and reduced 16 among the top 50 holdings.
What did Divisadero Street Capital Management, LP own in Q2 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SEZL SEZZLE INC | Financial Services | 10.9% | $162.7m | 907,488 | -31% | reduced |
| 2 | DAVE DAVE INC | Technology | 9.6% | $143.5m | 534,590 | -46% | reduced |
| 3 | RSI RUSH STREET INTERACTIVE INC | Consumer Cyclical | 6.5% | $97.3m | 6,530,752 | 7% | added |
| 4 | RELY REMITLY GLOBAL INC | Technology | 6.4% | $95.7m | 5,097,806 | 849% | added |
| 5 | TPB TURNING PT BRANDS INC | Consumer Defensive | 4.8% | $71.5m | 943,784 | 188% | added |
| 6 | CELH CELSIUS HLDGS INC | Consumer Defensive | 4.7% | $69.5m | 1,497,450 | 89% | added |
| 7 | CVNA CARVANA CO | Consumer Cyclical | 4.4% | $65.1m | 193,319 | 17% | added |
| 8 | FLYW FLYWIRE CORPORATION | Technology | 3.7% | $56.0m | 4,784,654 | 178% | added |
| 9 | SIG SIGNET JEWELERS LIMITED | Consumer Cyclical | 3.4% | $50.3m | 632,832 | – | new |
| 10 | SN SHARKNINJA INC | Consumer Cyclical | 3.2% | $48.0m | 484,408 | 203% | added |
| 11 | ANGO ANGIODYNAMICS INC | Healthcare | 2.3% | $33.7m | 3,395,430 | 254% | added |
| 12 | PRCH PORCH GROUP INC | Financial Services | 1.9% | $28.8m | 2,443,612 | – | new |
| 13 | GRPN GROUPON INC | Communication Services | 1.8% | $27.2m | 813,621 | -39% | reduced |
| 14 | HIMS HIMS & HERS HEALTH INC | Healthcare | 1.6% | $23.2m | 465,093 | -58% | reduced |
| 15 | PRTH PRIORITY TECHNOLOGY HLDGS IN | 1.4% | $21.4m | 2,746,835 | -42% | reduced | |
| 16 | FOXF FOX FACTORY HLDG CORP | Consumer Cyclical | 1.4% | $21.2m | 818,357 | – | new |
| 17 | ARLO ARLO TECHNOLOGIES INC | Industrials | 1.3% | $19.5m | 1,150,943 | 779% | added |
| 18 | BLND BLEND LABS INC | 1.2% | $18.2m | 5,505,522 | -12% | reduced | |
| 19 | WLDN WILLDAN GROUP INC | Industrials | 1.2% | $17.4m | 278,955 | 62% | added |
| 20 | SVV SAVERS VALUE VLG INC | 1.1% | $16.0m | 1,572,345 | – | new | |
| 21 | VITL VITAL FARMS INC | Consumer Defensive | 1.1% | $15.9m | 413,627 | -65% | reduced |
| 22 | JILL J JILL INC | Consumer Cyclical | 1.0% | $15.1m | 1,029,452 | -26% | reduced |
| 23 | CARG CARGURUS INC | Communication Services | 1.0% | $14.6m | 436,183 | – | new |
| 24 | BBNX BETA BIONICS INC | Healthcare | 0.9% | $13.8m | 948,965 | – | new |
| 25 | LOCO EL POLLO LOCO HLDGS INC | Consumer Cyclical | 0.9% | $13.6m | 1,231,087 | 495% | added |
| 26 | CLS CELESTICA INC | Technology | 0.9% | $12.9m | 82,361 | -34% | reduced |
| 27 | EYE NATIONAL VISION HLDGS INC | Consumer Cyclical | 0.9% | $12.7m | 553,957 | -55% | reduced |
| 28 | AS AMER SPORTS INC | Consumer Cyclical | 0.8% | $11.6m | 300,000 | – | new |
| 29 | EVER EVERQUOTE INC | Communication Services | 0.7% | $11.0m | 453,220 | -32% | reduced |
| 30 | FN FABRINET | Technology | 0.7% | $10.5m | 35,788 | – | new |
| 31 | GKOS GLAUKOS CORP | Healthcare | 0.7% | $10.5m | 101,791 | – | new |
| 32 | ZVIA ZEVIA PBC | 0.7% | $10.4m | 3,230,980 | – | new | |
| 33 | ANF ABERCROMBIE & FITCH CO | Consumer Cyclical | 0.6% | $8.6m | 104,322 | 223% | added |
| 34 | FIVN FIVE9 INC | Technology | 0.6% | $8.3m | 314,181 | -8% | reduced |
| 35 | MOD MODINE MFG CO | Consumer Cyclical | 0.5% | $7.7m | 78,300 | 2% | added |
| 36 | CRMT AMERICAS CAR-MART INC | 0.5% | $7.5m | 134,471 | 127% | added | |
| 37 | NUTX NUTEX HEALTH INC | 0.5% | $7.5m | 60,094 | – | new | |
| 38 | EAT BRINKER INTL INC | Consumer Cyclical | 0.5% | $7.4m | 40,811 | -87% | reduced |
| 39 | BVS BIOVENTUS INC | Healthcare | 0.5% | $7.2m | 1,080,633 | -36% | reduced |
| 40 | CZR CAESARS ENTERTAINMENT INC NE | Consumer Cyclical | 0.5% | $7.1m | 250,000 | – | new |
| 41 | ETON ETON PHARMACEUTICALS INC | 0.5% | $7.1m | 497,716 | – | new | |
| 42 | WGS GENEDX HOLDINGS CORP | Healthcare | 0.5% | $6.8m | 73,146 | 0% | held |
| 43 | MMS MAXIMUS INC | Industrials | 0.4% | $6.7m | 95,000 | – | new |
| 44 | SIBN SI-BONE INC | Healthcare | 0.4% | $6.4m | 339,791 | 18% | added |
| 45 | ESTA ESTABLISHMENT LABS HLDGS INC | Healthcare | 0.4% | $6.3m | 147,858 | -52% | reduced |
| 46 | WNS HLDGS LTD | 0.4% | $6.3m | 99,455 | – | new | |
| 47 | BXC BLUELINX HLDGS INC | Industrials | 0.4% | $6.2m | 83,141 | 0% | held |
| 48 | BYRN BYRNA TECHNOLOGIES INC | 0.4% | $5.4m | 176,377 | 0% | held | |
| 49 | LTH LIFE TIME GROUP HOLDINGS INC | Consumer Cyclical | 0.4% | $5.4m | 177,417 | – | new |
| 50 | TMDX TRANSMEDICS GROUP INC | Healthcare | 0.3% | $5.1m | 38,390 | -66% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.