Divisar Capital Management LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Divisar Capital Management LLC disclosed 26 US equity positions worth $392.4m in its Q1 2026 13F filing. The largest position was ONTO at 10.1% of the reported book, followed by UCTT and PII.
What did Divisar Capital Management LLC own in Q1 2026? Top 26 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ONTO ONTO INNOVATION INC | Technology | 10.1% | $39.6m | 193,253 | – | |
| 2 | UCTT ULTRA CLEAN HLDGS INC | Technology | 6.7% | $26.1m | 420,049 | – | |
| 3 | PII POLARIS INC | Consumer Cyclical | 6.6% | $26.0m | 477,877 | – | |
| 4 | BC BRUNSWICK CORP | Consumer Cyclical | 6.5% | $25.4m | 349,770 | – | |
| 5 | LITE LUMENTUM HLDGS INC | Technology | 6.3% | $24.8m | 35,223 | – | |
| 6 | OEC ORION S.A. | Basic Materials | 5.9% | $23.2m | 3,567,263 | – | |
| 7 | ADTN ADTRAN HOLDINGS INC | Technology | 5.7% | $22.3m | 1,769,439 | – | |
| 8 | KLIC KULICKE & SOFFA INDS INC | Technology | 5.3% | $20.8m | 316,887 | – | |
| 9 | PDFS PDF SOLUTIONS INC | Technology | 5.2% | $20.4m | 623,364 | – | |
| 10 | MKSI MKS INC. | Technology | 5.0% | $19.6m | 85,501 | – | |
| 11 | CALX CALIX INC | Technology | 4.2% | $16.7m | 340,163 | – | |
| 12 | RXO RXO INC | Industrials | 3.9% | $15.4m | 1,052,525 | – | |
| 13 | BOX BOX INC | Technology | 3.8% | $15.1m | 638,049 | – | |
| 14 | VERX VERTEX INC | Technology | 3.6% | $14.2m | 1,195,712 | – | |
| 15 | MCFT MASTERCRAFT BOAT HLDGS INC | Consumer Cyclical | 3.6% | $14.2m | 692,276 | – | |
| 16 | TTMI TTM TECHNOLOGIES INC | Technology | 3.1% | $12.3m | 126,639 | – | |
| 17 | CMRC COMMERCE COM INC | Technology | 2.7% | $10.5m | 3,926,896 | – | |
| 18 | WEAV WEAVE COMMUNICATIONS INC | Healthcare | 2.2% | $8.5m | 1,840,100 | – | |
| 19 | ZUMZ ZUMIEZ INC | Consumer Cyclical | 1.6% | $6.4m | 289,102 | – | |
| 20 | DIN DINE BRANDS GLOBAL INC | Consumer Cyclical | 1.6% | $6.4m | 242,267 | – | |
| 21 | ANF ABERCROMBIE & FITCH CO | Consumer Cyclical | 1.5% | $5.9m | 64,308 | – | |
| 22 | LASR NLIGHT INC | Technology | 1.3% | $5.0m | 88,314 | – | |
| 23 | THRM GENTHERM INC | Consumer Cyclical | 1.1% | $4.4m | 158,972 | – | |
| 24 | VIAV VIAVI SOLUTIONS INC | Technology | 1.1% | $4.4m | 131,353 | – | |
| 25 | FN FABRINET | Technology | 1.0% | $3.9m | 7,570 | – | |
| 26 | OXM OXFORD INDS INC | Consumer Cyclical | 0.2% | $812.4k | 21,096 | – |
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.