Divisadero Street Capital Management, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Divisadero Street Capital Management, LP disclosed 115 US equity positions worth $2.1bn in its Q1 2026 13F filing. The largest position was SGHC at 8.3% of the reported book, followed by RSI and DAVE.
What did Divisadero Street Capital Management, LP own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | SGHC SUPER GROUP SGHC LTD | Consumer Cyclical | 8.3% | $176.3m | 16,325,471 | – | |
| 2 | RSI RUSH STREET INTERACTIVE | Consumer Cyclical | 6.5% | $139.8m | 6,426,679 | – | |
| 3 | DAVE DAVE INC | Technology | 5.2% | $111.6m | 640,840 | – | |
| 4 | CELH CELSIUS HLDGS | Consumer Defensive | 4.2% | $90.0m | 2,535,310 | – | |
| 5 | CLS CELESTICA INC | Technology | 4.0% | $86.1m | 305,816 | – | |
| 6 | SEZL SEZZLE INC | Financial Services | 3.9% | $83.0m | 1,311,614 | – | |
| 7 | SN SHARKNINJA INC | Consumer Cyclical | 3.8% | $81.5m | 769,163 | – | |
| 8 | OMDA OMADA HEALTH INC | Healthcare | 3.5% | $74.0m | 5,887,715 | – | |
| 9 | CVNA CARVANA CO | Consumer Cyclical | 3.3% | $71.2m | 226,636 | – | |
| 10 | FLYW FLYWIRE CORP | Technology | 3.3% | $70.7m | 6,070,594 | – | |
| 11 | LITE LUMENTUM HLDGS | Technology | 3.1% | $65.5m | 93,192 | – | |
| 12 | APEI AMERICAN PUBLIC EDUCATION | Consumer Defensive | 2.8% | $59.8m | 1,052,069 | – | |
| 13 | VSXY VICTORIA'S SECRET & CO | Consumer Cyclical | 2.6% | $54.6m | 1,178,175 | – | |
| 14 | FIGS FIGS INC | Consumer Cyclical | 2.2% | $47.2m | 3,196,396 | – | |
| 15 | WEBULL CORP | 2.1% | $45.8m | 9,548,219 | – | ||
| 16 | REAL THE REALREAL INC | Consumer Cyclical | 1.8% | $39.4m | 4,342,757 | – | |
| 17 | BBW BUILD-A-BEAR WORKSHOP | Consumer Cyclical | 1.8% | $38.4m | 1,024,970 | – | |
| 18 | EAT BRINKER INTERNATIONAL INC | Consumer Cyclical | 1.7% | $36.9m | 258,228 | – | |
| 19 | AXGN AXOGEN | Healthcare | 1.7% | $36.3m | 1,095,881 | – | |
| 20 | LINC LINCOLN EDUCATIONAL SERVICES | Consumer Defensive | 1.6% | $33.6m | 825,556 | – | |
| 21 | ATRC ATRICURE | Healthcare | 1.5% | $33.1m | 1,159,955 | – | |
| 22 | XPEL XPEL INC | Consumer Cyclical | 1.5% | $31.9m | 720,425 | – | |
| 23 | WTTR SELECT WATER SOLUTIONS INC | Energy | 1.4% | $29.1m | 1,901,651 | – | |
| 24 | LWAY LIFEWAY FOODS INC | Consumer Defensive | 1.3% | $27.2m | 1,408,768 | – | |
| 25 | LRN STRIDE | Consumer Defensive | 1.3% | $27.2m | 308,500 | – | |
| 26 | TPB TURNING POINT BRANDS | Consumer Defensive | 1.2% | $25.7m | 295,578 | – | |
| 27 | COMP COMPASS | Real Estate | 1.2% | $24.8m | 3,389,927 | – | |
| 28 | HNGE HINGE HEALTH INC-A | Healthcare | 1.0% | $22.0m | 570,659 | – | |
| 29 | PRCT PROCEPT BIOROBOTICS CORP | Healthcare | 1.0% | $21.7m | 866,338 | – | |
| 30 | CTRN CITI TRENDS INC | Consumer Cyclical | 1.0% | $21.4m | 494,046 | – | |
| 31 | TREE LENDINGTREE INC | Financial Services | 0.9% | $20.1m | 469,269 | – | |
| 32 | ADPT ADAPTIVE BIOTECHNOLOGIES | Healthcare | 0.9% | $18.3m | 1,318,661 | – | |
| 33 | EYE NATIONAL VISION HLDGS | Consumer Cyclical | 0.8% | $18.0m | 696,032 | – | |
| 34 | KRUS KURA SUSHI USA INC | 0.8% | $17.4m | 248,812 | – | ||
| 35 | RELY REMITLY GLOBAL | Technology | 0.8% | $16.5m | 1,053,557 | – | |
| 36 | INDV INDIVIOR PHARMACEUTICALS | Healthcare | 0.7% | $15.9m | 521,083 | – | |
| 37 | CODI COMPASS DIVERSIFIED HLDGS | 0.7% | $15.2m | 1,930,254 | – | ||
| 38 | CALX CALIX | Technology | 0.7% | $15.0m | 305,670 | – | |
| 39 | VCEL VERICEL CORPORATION | Healthcare | 0.6% | $13.6m | 422,178 | – | |
| 40 | WLDN WILLDAN GROUP | Industrials | 0.6% | $12.6m | 164,987 | – | |
| 41 | TSEM TOWER SEMICONDUCTOR LTD | Technology | 0.6% | $12.3m | 70,000 | – | |
| 42 | EZPW EZCORP INC | Financial Services | 0.5% | $11.6m | 458,856 | – | |
| 43 | CECO CECO ENVIRONMENTAL | Industrials | 0.5% | $11.2m | 187,600 | – | |
| 44 | AVGO BROADCOM INC | Technology | 0.5% | $10.8m | 35,000 | – | |
| 45 | HIMS HIMS & HERS HEALTH INC | Healthcare | 0.5% | $9.8m | 469,833 | – | |
| 46 | AS AMER SPORTS INC | Consumer Cyclical | 0.5% | $9.6m | 292,784 | – | |
| 47 | PGNY PROGYNY INC | Healthcare | 0.4% | $9.6m | 563,609 | – | |
| 48 | JOUT JOHNSON OUTDOORS | 0.4% | $8.8m | 190,057 | – | ||
| 49 | BRBR BELLRING BRANDS INC-W/I | Consumer Defensive | 0.4% | $8.4m | 523,740 | – | |
| 50 | WRBY WARBY PARKER INC | Healthcare | 0.4% | $8.1m | 383,909 | – |
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.