Divisadero Street Capital Management, LP Purchases in Q2 2025

Divisadero Street Capital Management, LP

  • $1.11 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RELY
Remitly Global, Inc.

Technology
4.56M
+ 848.79%
$18.65 - $24.49 $85.1M - $112M
5.1M $95.7M
TPB
Turning Point Brands, Inc.

Consumer Defensive
616K
+ 187.51%
$54.53 - $81.0 $33.6M - $49.9M
944K $71.5M
SIG
Signet Jewelers LTD

Consumer Cyclical
633K
New
$50.77 - $82.74 $32.1M - $52.4M
633K $50.3M
CELH
Celsius Holdings, Inc.

Consumer Defensive
707K
+ 89.42%
$33.89 - $46.39 $24M - $32.8M
1.5M $69.5M
FLYW
Flywire Corp

Technology
3.06M
+ 177.99%
$8.42 - $11.81 $25.8M - $36.2M
4.78M $56M
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
415K
+ 6.78%
$10.22 - $14.9 $4.24M - $6.18M
6.53M $97.3M
CVNA
Carvana Co.

Consumer Cyclical
28.5K
+ 17.28%
$162.57 - $345.64 $4.63M - $9.84M
193K $65.1M
PRCH
Porch Group, Inc.

Technology
2.44M
New
$4.66 - $11.94 $11.4M - $29.2M
2.44M $28.8M
ANGO
Angiodynamics Inc

Healthcare
2.44M
+ 253.67%
$8.63 - $11.14 $21M - $27.1M
3.4M $33.7M
FOXF
Fox Factory Holding Corp

Consumer Cyclical
818K
New
$18.37 - $27.72 $15M - $22.7M
818K $21.2M
CARG
Car Gurus, Inc.

Communication Services
436K
New
$25.19 - $33.64 $11M - $14.7M
436K $14.6M
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
1.02M
+ 495.35%
$8.88 - $11.16 $9.1M - $11.4M
1.23M $13.6M
FN
Fabrinet

Technology
35.8K
New
$171.03 - $298.93 $6.12M - $10.7M
35.8K $10.5M
GKOS
Glaukos Corp

Healthcare
102K
New
$82.27 - $103.29 $8.37M - $10.5M
102K $10.5M
WLDN
Willdan Group, Inc.

Industrials
107K
+ 62.26%
$36.9 - $62.51 $3.95M - $6.69M
279K $17.4M
ZVIA
Zevia Pbc

Consumer Defensive
3.23M
New
$2.02 - $3.64 $6.53M - $11.8M
3.23M $10.4M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
250K
New
$23.18 - $30.7 $5.8M - $7.68M
250K $7.1M
ETON
Eton Pharmaceuticals, Inc.

Healthcare
498K
New
$11.47 - $20.24 $5.71M - $10.1M
498K $7.09M
MMS
Maximus, Inc.

Industrials
95K
New
$65.54 - $76.8 $6.23M - $7.3M
95K $6.67M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
72.1K
+ 223.27%
$66.94 - $88.47 $4.82M - $6.37M
104K $8.64M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
177K
New
$26.63 - $32.97 $4.72M - $5.85M
177K $5.38M
PM
Philip Morris International Inc.

Consumer Defensive
28.2K
New
$149.23 - $184.95 $4.21M - $5.22M
28.2K $5.14M
XPEL
Xpel, Inc.

Consumer Cyclical
141K
New
$24.72 - $38.85 $3.49M - $5.49M
141K $5.07M
CRMT
Americas Carmart Inc

Consumer Cyclical
75.2K
+ 126.84%
$43.5 - $57.74 $3.27M - $4.34M
134K $7.54M
AFRM
Affirm Holdings, Inc.

Technology
65.4K
New
$35.75 - $69.14 $2.34M - $4.52M
65.4K $4.52M
HROW
Harrow Health, Inc.

Healthcare
141K
New
$22.2 - $31.61 $3.12M - $4.44M
141K $4.29M
LITE
Lumentum Holdings Inc.

Technology
42.6K
New
$49.56 - $95.06 $2.11M - $4.05M
42.6K $4.05M
GAMB
Gambling.Com Group LTD

Consumer Cyclical
306K
New
$11.53 - $14.72 $3.52M - $4.5M
306K $3.63M
CIEN
Ciena Corp

Technology
40K
New
$53.5 - $83.89 $2.14M - $3.36M
40K $3.25M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
125K
New
$21.27 - $26.73 $2.66M - $3.34M
125K $2.74M
SIBN
Si Bone, Inc.

Healthcare
51.4K
+ 17.81%
$13.05 - $19.71 $670K - $1.01M
340K $6.39M
SGHC
Super Group (Sghc) LTD

Consumer Cyclical
214K
New
$5.99 - $11.1 $1.28M - $2.37M
214K $2.35M
NPCE
Neuro Pace Inc

Healthcare
204K
+ 529.21%
$10.34 - $18.13 $2.11M - $3.69M
242K $2.7M
UPWK
Upwork, Inc

Industrials
158K
New
$11.8 - $17.5 $1.87M - $2.77M
158K $2.13M
CLFD
Clearfield, Inc.

Technology
48.3K
New
$25.24 - $43.41 $1.22M - $2.1M
48.3K $2.1M
INGN
Inogen Inc

Healthcare
300K
+ 192.26%
$5.75 - $7.32 $1.72M - $2.19M
455K $3.2M
REVG
Rev Group, Inc.

Industrials
40K
New
$28.82 - $47.59 $1.15M - $1.9M
40K $1.9M
MOD
Modine Manufacturing CO

Consumer Cyclical
1.3K
+ 1.69%
$69.3 - $105.57 $90.1K - $137K
78.3K $7.71M
SHAK
Shake Shack Inc.

Consumer Cyclical
11.2K
New
$75.85 - $140.6 $851K - $1.58M
11.2K $1.58M
LFMD
Life Md, Inc.

Healthcare
109K
New
$4.82 - $15.06 $526K - $1.64M
109K $1.49M
DNUT
Krispy Kreme, Inc.

Consumer Defensive
500K
New
$2.57 - $4.95 $1.29M - $2.48M
500K $1.46M
INMD
In Mode Ltd.

Healthcare
96.8K
New
$13.28 - $18.1 $1.28M - $1.75M
96.8K $1.4M
RH
Rh

Consumer Cyclical
7.22K
New
$145.66 - $249.35 $1.05M - $1.8M
7.22K $1.36M
SRTS
Sensus Healthcare, Inc.

Healthcare
267K
+ 459.41%
$4.07 - $5.13 $1.09M - $1.37M
325K $1.54M
MED
Medifast Inc

Consumer Cyclical
79.8K
New
$11.92 - $14.17 $952K - $1.13M
79.8K $1.12M
MDXG
Mimedx Group, Inc.

Healthcare
175K
+ 362.92%
$5.88 - $7.69 $1.03M - $1.35M
223K $1.36M
MAX
Media Alpha, Inc.

Communication Services
86.9K
New
$7.49 - $11.12 $651K - $966K
86.9K $951K
CRMD
Cor Medix Inc.

Healthcare
71K
New
$5.86 - $16.56 $416K - $1.18M
71K $874K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
121K
New
$2.85 - $6.24 $346K - $757K
121K $757K
Activity Summary
Buys All Purchases 71 New Holdings 48 Increased Positions 23 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 5 Puts 0
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